Accountants
Share booking links for tax return pickups in person, annual reviews, and document drop-offs—without admin chasing clients for a time that suits.
For accounting-firm practice managers
Speed up onboarding while improving your client experience
- Collect client information before the kickoff
- Include the partner, client manager or onboarding specialist when required
- Standardise booking pages across the firm
- Works alongside your existing practice management system
Google
Microsoft 365
Simplify your client journey
Streamline onboarding while improving your client experience
Onboarding breaks down when the first meeting depends on admin chasing calendar options or the wrong internal person joins the call. One controlled booking journey replaces the inbox thread.
Create Custom Forms
Request the information your team needs before the call
Give new clients one firm-approved page where they choose a kickoff time and answer the questions your team needs before the call—not a generic “book a meeting” link with nothing attached.
- One page the whole firm can reuse.
- Practice managers define the questions once, then roll the same onboarding page out across partners, managers, and onboarding specialists.
- Gather context while they book.
- Use booking forms to collect business background, systems, deadlines, and document lists before the kickoff is confirmed.
- Required form fields when you need them.
- Optionally mark specific questions as required so clients cannot confirm the booking until they share key information—such as company background, systems in use, or document lists. Use this only on the meeting types where it helps; other pages can stay lighter.
Multi-host booking
Ensure all team members are available and booked in
Kickoff calls often need more than one fee-earner. Clients should not wait while admin compares diaries by hand—or book a slot where the partner is free but the client manager is not.
- Check everyone’s availability at once.
- Use multi-host booking when the partner and client manager both need to attend the kickoff.
- Fewer reschedules after the fact.
- Clients only see times when every required person is free, so the first meeting happens with the right team in the room.
Meeting locations
Let clients choose to come into the office
Not every client meeting should default to video. With attendee-selected location options, one booking page can offer phone, video, or an in-person visit—so tax return drop-offs, document handovers, and kickoff meetings can happen at the office when that makes sense.
- Offer in-person, phone, or video in one flow.
- Use meeting location options so clients pick the format that fits— including coming into the office—without a separate link for each type.
- Book tax return pickups in person.
- Give clients a clear route to book an office visit for document drop-offs and record handovers during busy season.
- Limit availability to specific days and hours.
- Restrict in-office visits to the days and times that suit reception and the team—for example, Tuesday and Thursday afternoons only—so clients only book when someone can meet them.
One platform for the whole firm
Every role can share booking pages—not just practice managers
calendr.so is not only for onboarding. Once meeting types are set up, accountants, partners, and tax specialists can each run their own client-facing booking workflows while practice managers stay in control of the firm-wide process.
Partners
Offer firm-approved pages for sales consultations and fee reviews, with availability and intake forms controlled before clients confirm a slot.
Tax partners
Client managers can use multi-host booking pages to bring tax partners into tax consultations and planning conversations—without practice managers manually coordinating calendars.
Practice managers
Set up onboarding, fee reviews, tax pickups, and consultations once—then stop manually booking every meeting on behalf of the firm.
Accounting-firm experience
Built with input from 200+ small businesses—including accounting firms
Our team has worked with practice managers, client managers, and partners across more than 200 growing businesses. We know what breaks during onboarding when every first meeting depends on admin chasing calendars—and we built calendr.so around the booking layer firms actually need alongside tools like Karbon and other practice management systems.
"Once your firm grows beyond a certain size, you need to start thinking about how to scale your operations. calendr.so is a great tool to help you do that while keeping an eye on your profitability as the client base and team grow."
"I recently started recommending calendr.so to my clients and it has been a game changer for their business. I was able to set up a booking page in minutes and it has helped them streamline countless processes."
Aaron Lee
Implementation Specialist at Karbon
"Clients love it - We use calendr.so for sales, onboarding, client consultations and more. It's got rid of the back and forth and made the process so much smoother."
"Providing a seamless experience for clients is crucial. calendr.so has streamlined our onboarding process, reducing the back-and-forth with clients and allowing us to focus on delivering value."
Sharon De'Athe
Partner at WLB CPA
"I recommend calendr.so all the time. It's easy to use and ideal for practice managers who are busy and want to streamline the onboarding process and other types of meetings across the practice."
Team management
Discover how easy it is to manage bookings across the practice
Most booking tools make every accountant maintain their own links. calendr.so gives practice managers one place to create onboarding meeting types, roll them out across the firm, and still let each person control their own availability—with the same team scheduling approach growing firms use for every client-facing meeting.
- Standardise meeting types
- Create firm-approved pages for kickoff calls, setup sessions, and early check-ins instead of one vague booking link per person.
- Roll out across the team
- Use team management to share event types with partners, managers, and onboarding specialists while each person keeps calendar control.
- Keep the practice system in charge
- calendr.so handles the client-facing booking layer. Your practice management system keeps jobs, workflows, and internal handoffs.
Quick start
The 2½-minute signup walkthrough
This short walkthrough shows how quickly a practice manager can get calendr.so working for the firm—connect a calendar, set availability, and share your first onboarding link.
In the video, you will see:
- How to set up a new account with Google or Microsoft
- How to update your availability
- How to share a link for your first onboarding meeting
- How to invite colleagues to the firm
Takes less than 3 minutes to setup and test
Free to try for 14 days
Sign up, connect Google or Microsoft, and send test onboarding booking pages to yourself or the team to see what it's like. Only takes 2.5 minutes. No credit card required—then $12 per user/month if you keep using calendr.so after the trial.
Everything's included in your trial
Build a real onboarding booking page, share it internally, and see how intake forms, multi-host availability, and firm-wide meeting types work before you roll anything out to clients.
What you can try in the first 5 minutes
- Send test booking links to partners, managers, and admin
- Booking forms with optional required fields
- Multi-host pages for partner + client manager kickoffs
- Firm-wide meeting types and team management
Full access during the trial
- Unlimited bookings
- Unlimited team members & event types
- Google Calendar & Microsoft Outlook sync
- Round robin & fallback scheduling options
- Branded booking pages, logo & custom domain
- Unlimited contacts & admin dashboard
Start your free 14-day trial
Connect Google or Microsoft, invite colleagues, and send real booking pages within 5 minutes.
$12 USD per user/month after
No credit card required to start
No credit card required