Client meeting scheduling for accountants and bookkeepers
Manage client appointments across tax season and beyond without the email chaos.
More consultations booked
Fewer missed meetings
Client booking time
Setup time
Sound familiar?
These are the scheduling headaches that cost accountants time and money every week.
Email back-and-forth to schedule client review meetings
Tax season meeting volume overwhelming the front desk
New client onboarding requiring multiple touchpoints before the first meeting
No easy system to charge for consultations or advisory sessions
Features
Everything accountants need, built in
Inboker gives accounting practices a professional scheduling tool for client meetings, review sessions, and new client consultations — with intake forms and automated reminders.
Client review meeting booking
Existing clients book their annual or quarterly review directly in your calendar without calling.
New client consultation booking
Prospects book an initial consultation and complete an intake form before you speak.
Pre-meeting document checklist
Include a document checklist in the confirmation email so clients come prepared.
Accountant-specific scheduling
Each accountant or advisor manages their own client diary independently.
Paid advisory session booking
Charge for specialist tax or advisory sessions at the point of booking through Stripe.
Automated meeting reminders
Clients receive reminders before meetings with any instructions attached.
“Tax season used to mean chaos. Now clients book their own review slots and we just show up prepared.”
Daniel W.
Partner, Webb & Associates Accountants
Frequently asked questions
Can clients book different types of meetings?
Yes. Set up separate services for tax reviews, bookkeeping check-ins, and new client consultations — each with their own duration and price.
Can I send clients a document checklist before the meeting?
Yes. Include instructions and document lists in your booking confirmation emails.
Inboker also works for:
14-day free trial
Ready to fill your accountants calendar?
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