Why Accounting Firms Should Let Clients Choose How They Meet
24 Jun 2026 · by Peter Grillet
Many accounting clients do not just need to choose a time. They need to choose whether they are coming into the office, taking a phone call, or joining by video. This article explains why attendee-selected meeting locations matter for accounting firms, especially around tax return collection, signing, payment, annual reviews, and client service meetings.
A lot of booking tools assume the meeting location is the firm’s decision.
This meeting is a video call.
This one is a phone call.
This one is in person.
This meeting is a video call.
This one is a phone call.
This one is in person.
That sounds tidy from the software’s point of view. But it is not always how accounting firms actually work.
Some clients still want to come into the office. They may need to collect a tax return, sign something, pay an invoice, drop off documents, or speak to someone face to face because that is how they have always dealt with their accountant.
Other clients would rather have a phone call. Others want video. Some will choose differently depending on the meeting.
The problem is that many booking tools force one location type per booking page. So the firm ends up creating separate links for the same meeting.
- Book your tax return appointment in office.
- Book your tax return appointment by phone.
- Book your tax return appointment by video.
Now the workflow is messier than it needs to be.
Clients are not just choosing a time
For accounting firms, the meeting location is often part of the client service decision.
A tax return completion meeting is a good example. One client might want to visit the office, collect their documents, pay, and ask a few questions. Another client might only need a quick phone call. Another may prefer video because they are out of town or do not want to travel.
Those are not three completely different workflows. They are usually the same client moment with different delivery options.
If the booking tool cannot handle that, the firm has to compensate manually.
Admin staff ask the client how they want to meet. Someone sends a different link. The client replies with a preference. The wrong link gets used. The client books a video call when they wanted to come in. The team has to clarify the meeting location after the booking.
That is small friction, but it adds up quickly during busy periods.
Why this matters in tax season
Tax season already puts enough pressure on the firm.
Clients are chasing. Staff are busy. Partners are stretched. Admin teams are trying to keep work moving. The last thing the firm needs is extra back-and-forth just to work out whether a client is coming into the office or taking a call.
This is especially true when the meeting is tied to something practical: collecting a return, signing documents, paying an invoice, confirming details, or reviewing final questions.
If the client needs to visit the office, the team may need to know ahead of time. Someone might need to prepare paperwork, make sure payment details are ready, or allow enough time at reception.
If the client chooses a phone or video call, the team needs a different setup. They may need to send documents digitally, confirm payment instructions, or make sure the right person is available for the call.
The time slot is only one part of the booking. The location choice tells the team how to prepare.
Separate links create avoidable confusion
The usual workaround is to create multiple booking links.
- One for office appointments.
- One for phone appointments.
- One for video appointments.
That can work, but it creates a maintenance problem.
Every link needs the right availability. Every link needs the right wording. Every link needs the right buffers. Every link needs to be added to the right email template, client request, or workflow.
If one link gets updated and another does not, the process starts to drift. If a staff member uses the wrong link, the client gets the wrong experience. If the firm changes how tax return appointments work, someone has to remember everywhere those links live.
That is exactly the kind of operational mess practice managers and senior accountants are trying to avoid.
The better approach is to keep one booking flow for the meeting and let the client choose the location inside that flow.
The meeting type should stay the same
A client choosing in person instead of phone does not always mean the firm needs a completely different meeting type.
The meeting might still be:
- Tax return review
- Annual client review
- Final accounts discussion
- Onboarding call
- Advisory check-in
- Fee review
- Document signing appointment
The purpose of the meeting stays the same. The delivery changes.
That distinction matters.
When firms create separate links for every location, they often make the process harder to control. When they keep the meeting type consistent and let the client select how they want to meet, the workflow stays cleaner.
The client gets flexibility.
The team gets clarity.
The firm avoids managing three versions of the same booking page.
The team gets clarity.
The firm avoids managing three versions of the same booking page.
Where calendr.so fits
calendr.so lets attendees choose the meeting location during the booking flow. That means an accounting firm can create one booking page for a client meeting and offer location options such as:
- In office
- Phone call
- Video call
The client picks the time and the location in the same flow.
This is useful because the firm does not have to guess what the client wants or create separate links for every location type. The booking itself captures the client’s preference, so the team knows how the meeting will happen before it appears in the calendar.
For a tax return appointment, that might mean the client chooses to visit the office to collect and pay. For an annual review, they might choose video. For a quick client service question, they might choose phone.
Same meeting process. Clearer client choice.
What to set up first
Start with the meetings where location choice creates the most admin.
For most accounting firms, that will be client-facing meetings where some clients still prefer the office and others are happy remote.
Good candidates include:
- Tax return collection or review appointments
- Annual client reviews
- Final accounts meetings
- Client onboarding calls
- Document signing appointments
- Fee review conversations
- General client service calls
For each meeting type, decide which locations should be available.
Do not offer every option just because you can. Offer the options the firm can actually support.
If office visits are only available on certain days, set the availability accordingly. If phone calls need shorter slots than in-person meetings, decide whether that needs a separate meeting type or whether the same duration is acceptable. If video calls are only suitable for certain reviews, keep that choice limited to those booking pages.
The goal is not to give clients unlimited choice. The goal is to give them the right choice inside a controlled process.
How this helps the team
Attendee-selected locations reduce a specific kind of admin: the little clarification messages that happen after the client has already tried to book.
“Did you want to come in or do this by phone?”
“Sorry, that link was for video calls only.”
“If you want to visit the office, use this other link.”
“Can you confirm whether you need to collect the return in person?”
“Sorry, that link was for video calls only.”
“If you want to visit the office, use this other link.”
“Can you confirm whether you need to collect the return in person?”
None of those messages are difficult on their own. But during a busy season, they create unnecessary drag.
A better booking flow removes the question before it becomes a task.
The client chooses how they want to meet. The calendar invite reflects it. The team can prepare properly.
That is a small operational improvement, but it is exactly the kind that makes a firm feel more organised.
The point
Accounting firms do not just schedule conversations. They schedule client moments that often involve documents, payments, signatures, deadlines, and personal preferences.
A booking tool that only lets the firm choose one location type per page misses that reality.
For many client meetings, the cleaner process is simple: define the meeting type once, then let the client choose whether they want to meet in person, by phone, or by video. That keeps the workflow simple without forcing every client into the same experience.
If your firm still handles location choice manually, try calendr.so and create a booking page where clients can choose whether to meet in office, by phone, or by video.
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