← Back to Home
FOR ACCOUNTANTS

Appointment Scheduling for Accountants and CPA Firms

Conectopro gives accounting professionals a structured scheduling system with online booking, recurring reviews, upfront payments, and automated reminders built in.

Start Free
Conectopro gives accountants everything in one place
📅

Online Booking

Clients book consultations directly into your calendar.

🔁

Recurring Sessions

Automate quarterly reviews and recurring check-ins.

💳

Integrated Payments

Collect consultation fees at booking.

🔔

Auto Reminders

Automated reminders reduce no-shows during peak season.

The Scheduling Challenges Accountants Know Too Well

  • Tax season surges with dozens of clients booking at once
  • Quarterly reviews that are hard to manage without a recurring system
  • New client consultations needing intake information in advance
  • Missed appointments during filing season causing lost revenue
  • Collecting consultation fees after the meeting instead of at booking

How Conectopro Helps Accounting Practices

Handle Tax Season Surge Without the Chaos

Set up a dedicated booking page for tax consultations with peak season hours pre-configured and buffers between appointments.

Collect Consultation Fees at Booking

Integrated payments collect fees before the appointment takes place, ensuring commitment and predictable cash flow.

Example: Tax Season Consultation Flow
A new client pays the fee at booking and completes an intake form before the appointment so you arrive prepared.

Recurring Quarterly Reviews on Autopilot

Configure a recurring quarterly review once. Conectopro holds the slot, sends reminders, and keeps the cadence consistent.

Intake Forms That Arrive Before the Meeting

Collect business structure, prior year context, and deadlines in advance.

Multi-Staff Scheduling for CPA Firms

Let clients book with a specific CPA or the next available advisor without cross-calendar conflicts.

Use Cases in Accounting

  • Individual tax consultations during filing seasons
  • Recurring quarterly business reviews for SMB clients
  • New client onboarding consultations with intake forms
  • Year-end planning sessions for high-net-worth clients
  • Payroll and bookkeeping check-ins for retainer clients

Frequently Asked Questions

Can I set different availability for tax season?
Yes. Create multiple availability schedules and activate them by season.
Can clients book with a specific accountant?
Yes. Each team member can have their own page, or you can route to the next available advisor.
How do reminders work for recurring reviews?
Reminders are sent by email and SMS before each appointment, with self-service rescheduling.
Can I require an intake form before booking?
Yes. Attach a custom intake form to any booking type.

Explore other industries

TutorsCoachesConsultantsPersonal TrainersTeachers

Run a tighter, more professional accounting practice.

Online booking, upfront payments, and automatic reminders — built for accountants.

Get Started Free