A full booking engine built into your practice — public booking page, per-CPA availability, payment-gated advisory calls, automatic Google Meet links, and self-service rescheduling. No Calendly subscription, no calendar ping-pong.
Booking one client call takes five emails. No-shows blow holes in your day. 'Quick question' calls turn into 45 minutes of free advisory work. And standalone schedulers like Calendly don't know your clients, your pipeline, or whether that caller still owes you an engagement letter.
TaxScout's native scheduling gives every firm a public booking page with pre-built meeting types. Each CPA sets their own weekly availability and blackout dates; slots render in the client's timezone with DST handled and are held atomically — double-booking is impossible. A Scheduling Gate asks the client why they're calling and routes them: free call types confirm instantly, while advisory sessions can require a Stripe deposit and a signed engagement letter before the slot confirms. Connect Google Calendar and every confirmed booking gets a Google Meet link automatically, plus confirmation email with calendar invite, 24-hour and 1-hour reminders, and a secure link clients use to reschedule or cancel themselves.
First meeting with a prospective client — routed straight from your booking link
Quick call to chase outstanding documents blocking a return
Walk the client through the finished return before filing
Paid planning call — gated behind a deposit and signed engagement letter
Urgent call type for clients who received an IRS notice
Resolve invoice and payment questions without email ping-pong
Start from six pre-built meeting types — intake, missing docs, return delivery, advisory, IRS notice, billing. Control duration, buffers, daily caps, minimum notice, and busy-season rules per type.
Each CPA sets weekly hours and blackout dates. Slots are generated in the client's timezone with DST handled correctly.
Clients book from your public page with no login. The Scheduling Gate asks the reason first and routes to the right call type — free or paid.
Advisory calls can require a Stripe deposit and a Documenso-signed engagement letter before confirming. Slots are held atomically, so two clients can never grab the same time.
A Google Meet link is created automatically, the client gets a confirmation with calendar invite, then 24-hour and 1-hour reminders. Reschedule and cancel are self-service via a secure link.
Standalone schedulers like Calendly add another per-user subscription and live outside your practice — they can't check whether the caller is a client, gate a call behind a deposit, or require a signed engagement letter before confirming. TaxScout's booking engine is part of the platform: bookings attach to the client record, advisory calls collect payment up front, and confirmed meetings land on your calendar with a Meet link — included in every plan.
Yes. Share your firm's public booking link and clients pick a meeting type and time slot in their own timezone — no login or account required. They get a confirmation email with a calendar invite attached.
Book a 15-minute walkthrough and see how it fits your firm.