For Accounting Firms
Keep clients happy, streamline reviews, and accelerate onboarding to revenue
Embed booking links in email signatures and practice workflows so clients can quickly book meetings and reviews, while your team keeps consistency and control.
No credit card required
Client reviews on autopilot
Share links for annual reviews and recurring check-ins to reduce admin and increase consistency.
Streamline sales and onboarding
Use targeted booking pages to remove scheduling friction from first call to successful handover.
Grow without adding complexity
Roll out team templates and fallback options so no opportunity is missed when calendars change.
Feature Callout
Let attendees choose the meeting location
Give clients the flexibility to choose how they want to meet: in person, phone call, or video call. This is especially useful for accounting firms where many clients prefer to collect and pay for their tax return by visiting the office.
Most booking apps force one location type per meeting page. With calendr.so, you can keep one booking flow while still giving clients options.
Designed for firm-wide booking workflows
- Paste links into existing workflows
- Drop booking links into email signatures, task templates, and practice management processes without complex integrations.
- Team Event Types for consistency
- Admins can create and update meeting templates once, then assign them across teams and roles.
- Forms and meeting context
- Capture key data during booking so teams show up prepared and follow-up actions are clearer.
- Multi-host and fallback options
- Ensure the right people can join important client meetings even when schedules shift.
Modernize client scheduling across your firm
Simplify client booking, protect team capacity, and open more opportunities to deliver value.