Scheduling software built for accountants
Survive tax season with self-scheduling and document-ready intake. Slotly gives accountants and bookkeeping firms a single booking link, automated reminders, and no-show protection — so your accounting practice stays booked without the phone tag. From January to April every client wants a slot at once. Self-scheduling absorbs the surge without burning out your front desk.
What scheduling chaos costs accountants and bookkeeping firms.
Tax season buries the phone
From January to April every client wants a slot at once. Self-scheduling absorbs the surge without burning out your front desk.
Clients arrive without documents
Attach a document checklist to the booking so clients show up with their W-2s, not empty-handed.
Recurring reviews slip
Quarterly check-ins and year-end reviews are easy to forget. Recurring bookings keep advisory revenue on the calendar.
Everything a accounting practice needs to stay booked.
Document checklists at booking
Tell clients exactly what to bring before the appointment so meetings are productive, not rescheduled.
Appointment-type routing
Route a quick 1099 question and a full tax-prep session to the right length and right person.
Seasonal availability
Open more slots in tax season and tighten them off-season with availability schedules.
Recurring advisory check-ins
Lock in quarterly reviews so advisory work doesn't get lost in compliance crunch.
How accountants and bookkeeping firms use Slotly.
- A client books a tax-prep slot and gets a checklist of documents to bring.
- Quick questions route to a 15-minute call; full returns route to a 60-minute session.
- Quarterly reviews recur automatically for retainer clients.
Accountants scheduling: your questions answered
Can I tell clients what documents to bring?
Yes. Attach a checklist and intake questions to each appointment type so clients arrive prepared and appointments aren't wasted.
Can Slotly handle the tax-season surge?
Yes. Open additional availability for the season, let clients self-book, and route different request types to the right length and staff member to absorb the volume.
Can I schedule recurring advisory meetings?
Yes. Set recurring quarterly or annual reviews so advisory engagements stay on the calendar year-round.
Keep exploring
Get your accounting practice booked solid
Start free in five minutes. Survive tax season with self-scheduling and document-ready intake.