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Appointment booking and reminders for accounting and bookkeeping firms

Fuller calendars, on-time customers and effortless scheduling. Appointment booking and reminders set up for accounting and bookkeeping firms, connected to Karbon, TaxDome or Canopy, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for accountants using Super Intelligence (SI) automation.

  • Following up on client documents8 3 hrs a week
  • Answering status emails4 1.5 hrs a week
  • Sending engagement letters2 0.5 hrs a week
  • Invoicing and payment reminders3 1 hr a week
  • Screening new prospects2 0.5 hrs a week

How it works

  1. Clients book in under a minute

    Online booking shows real availability, with your buffers, service lengths and staff rules applied.

  2. Reminders keep calendars full

    Texts two days, one day and two hours out let people confirm or reschedule with one tap.

  3. Intake happens before the visit

    We collect prior-year returns and access to their books ahead of time, so every discovery call starts on schedule.

  4. Cancellations refill themselves

    An open slot triggers texts to people on the waitlist.

  5. Your calendar stays in sync

    Bookings from phone, chat and the web all land in Karbon, TaxDome or Canopy.

At a glance

Typical time saved
5–10 hours a week
Time to launch
1–3 weeks
Connects to
Karbon, TaxDome or Canopy

Customers love booking in seconds. We set up online booking tied to your real availability, automatic reminders with one-tap confirm or reschedule, intake forms collected before the visit, and a waitlist that fills cancellations on its own.

Ground rules

Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.

Your rules stay in charge: buffer times, staff schedules, service lengths and who can book what.

Questions

Will it work with Karbon, TaxDome or Canopy?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Will it work with the scheduling software we already use?

Usually. If your software has an API or a Zapier or Make connector, we connect to it directly. If not, we’ll tell you in the audit before you pay anything.

Can we require deposits?

Yes, through your existing payment processor, for whichever services you choose.

Related

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