Accountants: client meetings in tax season

In the weeks before filing deadlines, every client wants a meeting at once, and the phone takes the time you need for the returns themselves. With Book, you open extra meeting slots for the season on your own booking page, clients book the length they need, and the slots close by themselves at the end date you set.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

Durations and places are examples. Set your fees according to the rules that apply to you; an empty price is hidden.

Slots repeat weekly on the weekdays you choose until an end date. Open the season's services a few weeks ahead and set the end date at the filing deadline. Afterwards the services have no open slots, so clients can't book them. Each online booking takes one place, and a booked slot leaves your page.

A short drop-off slot with several places lets clients bring paperwork without a full meeting. Say in the description what to bring and how documents are handled.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask only for the type of return and the company name if any. Say in the description not to put figures or tax numbers in the note, and to send documents by your secure channel.

For regular clients, book their season meeting yourself from your bookings list before you open public slots. First and last name are enough; with their email, the client gets a confirmation with a calendar file. For video meetings, send your link by email: Book doesn't create video links.

Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't store documents, file returns, take payments or send reminders. One booking page per business, no staff field: in a firm, create services per accountant. See the guide on onboarding new clients. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.