AI Booking for Accounting & Tax Firms. CPA scheduling software for every preparer's calendar
AI Booking is CPA scheduling software that books clients on the phone, in the website chat, from a web form and on your booking page, straight into each preparer's free time. Drop-offs, signings and first consultations each keep their own length and rules, every guest is verified before the booking is made, and reminders go out by themselves.
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7 days free · per company, never per seat · nothing to install
Preparers
When clients may choose, the AI asks who they would like to see; each preparer signs in to their own day and a vacation blocks only them.
Easy setupSet up everything just by talking to Lisa AISee how ›You“From March 15, offer new-client consultations on Saturdays only.”
Lisa“From March 15, new-client consultations show Saturday times only, while drop-offs and signings keep their weekday hours. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Accounting & Tax Firms use it
A returning client calls and asks for her own preparer; the AI offers only that preparer's free times next week.
A walk-in at the counter takes the 2 PM drop-off, and tax appointment scheduling removes that slot from what the AI offers.
A client who missed his Thursday signing gets one polite message inviting him to book again.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
- By service and location: the AI offers the menu, then only the free slots of your live calendar
- Google / Outlook calendar connect; availability rules; buffers
- Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
- Field visits with travel time; several providers with their own calendars
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Booking does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsLisa, your AI assistant
Appointments
CPA firm scheduling software for each kind of visit
Drop-offs
Short windows at the counter, each counted in places so only as many clients arrive as the desk can take; the AI books the next free window.
Signings
A signing with the client's own preparer, booked into that preparer's hours, with a reminder by text or e-mail the hours before you choose.
First consultations
A longer slot for new clients, with the questions you ask before the meeting, such as individual or business, and a request you approve first if you wish.
Reviews by video
Point a booking service at an online meeting template and a business client's review is booked into a branded room instead of the office.
Set-up
Scheduling software for CPA firms, set up in 2 minutes
Your offices
Lisa finds your locations on your website; each keeps its address and time zone, and the AI asks which office when you have more than one.
Your appointment types
Tell Lisa your drop-offs, signings and consultations, their length, the rest between them and the minimum notice; she shows the change before and after.
Your preparers
Add each preparer with the services they serve and their season hours, and decide whether clients may choose who they see.
A week of real bookings
Try it for 7 days on your own calendar with no credit card, and read every booking it made, confirmed and re-booked.
Questions & answers
AI Booking for Accounting & Tax Firms: questions & answers
What is CPA scheduling software?
Software that lets clients book time with the firm without waiting for the front desk. AI Booking goes further, as AI appointment booking for accounting firms: the AI books on the phone, in the chat and from forms too, into the free times of each service and preparer, then confirms and reminds by itself.
Can each preparer keep their own calendar?
Yes. Each preparer has the services they handle and their own hours, and a vacation blocks only them. The AI asks which preparer only when clients may choose, and a preparer who signs in sees just their own agenda.
Does it work with the calendar our preparers already keep?
Yes. Connect your work calendar and its busy times are read every five minutes and never offered to a client, while each booking is written there as an event. You can also run the book on its own.
How is a client verified before the booking is made?
By the number they call from, a code sent by text, a verified e-mail or your word when staff book by hand; you choose per service. While a client's code is awaited, the signing or drop-off slot stays held for as long as that service says.
What happens when a client misses a signing?
After the grace period the booking is marked NO-SHOW by itself and, with the rule on, one polite message invites the client to book again. A client who missed twice in a year is asked to confirm the next booking.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.