Online booking for accounting firms
Intro calls
booked, confirmed and keptIntro calls booked and kept
AccrueNest is appointment scheduling software for tax preparers and US accounting firms of 1 to 10 people: new clients pick an intro call by preparer, office or video, from your site, a texted link or a phone call, and reminders follow with confirm and reschedule links.
- A reminder text the morning of each meeting
- Drop-off appointments on their own calendar
Live in 14 daysMonth to month, no setup fee
- Send a booking link by text
- Reschedule from the reminder
- Fees taken for paid consultations
- Buffers, notice and daily caps
- New bookings shared across preparers
- Zoom and Google Meet
You decide the length of an intro call, which bookkeeper meets new monthly clients, the weekdays kept for drop-offs and how far ahead someone must book. Every booking follows those settings, and each reminder is sent under your firm's name.
Booked by phone, then missed
Each meeting type keeps your settings
A time picked on the phone
Three ways in
Three doors to your calendar
All three end on the right calendar.
Every page on your new site, the one our team builds, carries a booking button. A reader on the monthly bookkeeping page at 10 p.m. claims Friday's 11:00 intro call before closing the tab.
Someone hangs up at 12:40 while the front desk is helping a walk-in. Within seconds your office texts back a link to its calendar, and that person chooses a slot on the spot. Reminders and later texts reuse that same link, so the phone tag never starts.
At 7:15 p.m. the desk is dark, so AI answers for your firm, opening with the plain fact that it's software, then pencils the intro call in with the right preparer.
Beyond the calendar
Before the meeting, and after
On your firm's website
Intro calls booked from your website
Plenty of people hunting for a preparer read your site before calling, often after 6 p.m. We write and design that site for you, and each service page books its own meeting type with whoever handles that work. Tax resolution pages collect the consultation fee up front.
- The tax resolution page offers paid consultations only, with the fee shown
- Each city page books the office in that city for drop-offs
Paid consultations
Consultations paid before the call
Tax resolution and advisory firms often bill the first sit-down, because the advice starts there. Put the fee on that booking page, and the client pays by card while choosing the time. The amount shown matches your firm's published fee. Crediting it toward the engagement happens later, on your own invoice.
- Cards are charged through your firm's own Stripe account the moment they book
- Free intro calls stay free, and only the meeting types you choose carry a fee
Confirm or move
Clients move the meeting by text
Friday's 11:00 intro call gets its reminder at 8:30 that morning: one tap confirms, another opens the calendar. A business owner stuck on a job site slides it to Monday without calling, and Friday's 11:00 frees up for someone else before lunch.
- Replying YES confirms the meeting and marks it on the calendar
- Reschedule links keep the notice you set, so late changes go to the desk
Drop-off and pick-up
Tax-season appointments get their own slots
In February a tax office keeps Tuesdays, Thursdays and Fridays for drop-offs. These short appointments live on a calendar of their own, and each reminder lists what to bring. Once a return is ready, staff move its card, and a text invites the client to book a pick-up.
- Drop-off appointments run 15 minutes each, at the counter
- Moving a return to ready sends the pick-up booking text to the client
Built in
- Gaps between meetings you set
- Each preparer's own working hours
- Year-end planning meetings each fall
- A daily cap per calendar
- Notice needed before each booking
- Office and video meeting types
The meeting, with everything around it
When Neha books an intro call, the record shows the meeting, the page it was booked from, the reminder Neha confirmed and every text since. Anyone at the desk sees it in the inbox, and again on screen when Neha calls the office.
Intro call, Thursday Thursday 4:30 p.m., by video with Linh; confirmed with a tap.
Website bookingBooking connects to
- The source behind each meeting Each intro call shows the ad, search or referral that brought the person in.
- Your phones Calls you can't take get a texted link to the calendar.
- Your Google profile We look after your firm's Google listing, including the Maps link that opens your calendar.
- Accounting firm website Your firm's site, written, built and hosted by us, where any page can start a booking.
- Ads A tax resolution ad opens the paid consultation page, and Google and Meta learn each time a click turns into a booked meeting.
- Booking links Paste the calendar link into any message you send; the client chooses the hour.
- Google reviews Clients who consented hear from you about a Google review once their year wraps up.
Bring us your calendar
Bring the meetings you offer, who takes each one and your tax-season hours. During the demo we build them into calendars, and you see the page a new client would book from before deciding anything.
Booked, then kept
Cornelius B.Owner of a CPA firm, Columbus Eveningswhen most intro calls bookPeople used to leave three voicemails to set up an intro call. Now they book from the website, mostly in the evening.
Ezequiel M.Enrolled agent, San Antonio 15-minutedrop-off appointments, booked onlineIn February our drop-offs run Tuesday, Thursday and Friday. Clients pick a 15-minute appointment, the text says what to bring, and the line at the counter is gone.
Annika L.Owner, bookkeeping firm, Minneapolis Zerocalendar sortingIntro calls go to whichever of our two bookkeepers is free. I stopped sorting out who meets whom every Monday.
Marguerite D.Office manager, New Orleans By 10 a.m.meetings confirmedThe morning reminder asks people to confirm. Someone who can't come Friday picks Monday from that same text, and I spot the change on my calendar.
Prakash S.Tax preparer, Edison, NJ Five minutesless phone tag per callExtension calls in October used to start with five minutes of finding a time. Now people book a 20-minute call from the text.
Thuy N.Client services lead, Houston, TX Overnightmeetings booked by phoneAfter hours, callers who prefer Spanish book with the AI receptionist, straight onto the right calendar.
Good questions
Asked about booking online
Try a word like Outlook, reminders or fees.
6 questions
Where can clients book an intro call from?
Three places: your website, a calendar link inside any text or email you send, and an after-hours call that the AI receptionist books.
Do Outlook and Google calendars stay in step?
Yes. Each person connects a calendar once, Outlook or Google. Anything already on it can't be booked, and meetings made here appear there as well.
Do we control our own availability, and how much notice clients need?
Yes. You set each person's hours, the days that hold drop-offs, how long each meeting runs, the gap between meetings, the notice you need and the daily cap. Our setup people enter it all with you before launch.
Can a paid consultation be charged when someone books it?
Yes. Tax resolution and advisory firms can take a card on the booking page, at the fee the firm publishes for that consultation.
Can we book by preparer, by service and by office?
Yes. Each service, preparer and office can have its own calendar, and round-robin spreads intro calls across the people you pick.
Do reminder texts actually cut no-shows for intro calls and meetings?
Yes. Each reminder asks the client to confirm and carries a link to move the time, so a meeting that won't happen gets moved instead of missed.
Common searches
Something we didn't cover?
Email Imogen at sales@accruenest.com about meeting types, calendar sync, paid consultations or how setup works.
Imogen PritchardAccount manager
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