Booking software for accountants in Canada.
Let clients book the right accounting appointment, keep tax papers and review notes with it and run a client diary that reflects the real work.
Start with Google- Book accounting appointments online
- See the client diary clearly
- Keep tax papers together
- Set weekly or monthly bookings
- Track each accounting fee
BOOKING
Book the right accounting appointment
Offer tax return appointments and year-end accounts around seasonal demand and winter travel windows. Confirmed time enters the client diary.
Learn moreSCHEDULE
A diary built around tax papers
Keep accounting appointment prep clear across appointments, remote calls and winter roads. Each booking appears as real work, not a mystery block.
Learn moreBuilt for you
Built for every kind of accountant business
Tax return appointments
Offer tax return appointments for accounting appointments around seasonal demand and winter travel windows. Time enters the client diary.
Year-end accounts
Set a suitable duration for year-end accounts. Keep tax papers on the booking before work begins.
Business advisory reviews
Fit business advisory reviews around seasonal peaks and winter travel. Clients see accounting appointment openings while protected time stays closed.
Payroll consultations
Book payroll consultations after a returning client’s seasonal enquiry. Keep client timing and tax papers together.
New client meetings
Choose exactly when new client meetings can be booked and how long each accounting appointment needs.
Quarterly check-ins
Show quarterly check-ins between the neighbourhood office and field visits. Everyone sees what is booked and who owns it.
Entity setup discussions
Set entity setup discussions as weekly or monthly work. Choose no end, a finish date or a set count.
Remote accounting calls
Open selected times for remote accounting calls and collect context first. The accounting appointment arrives as real work, not a mystery block.
Accountant bookings without the diary chase.
Bookables gives every accounting appointment a time, client and clear record, so the next piece of work is easy to find and manage.
Options, with Pro
Offer selected accounting appointments online, keep complex work under your control, and use standing bookings for regular client relationships. You decide what appears and when.
- Year-end review meeting90 min$330
- Company tax return & financialsPrep$1,200
- Quarterly BAS lodgementsProgram$480
See it in action
Every booking, in one app.
Schedule
The whole practice on one timeline
Every appointment lands on one daily diary for the whole practice, so you always know who is next, who has confirmed and where the gaps are, without flicking between calendars. During July that one view is the difference between a full day and a stack of voicemails.
Instant booking
Clients book into a genuinely free slot
Share your booking link and clients pick an appointment type and a time you are really free, priced up front, dropping straight into your diary with a reminder set for the day before. The tax-time rush books itself overnight instead of stacking up on Monday morning.
- Year-end review meeting90 min$330
- Company tax return & financialsPrep$1,200
- Quarterly BAS lodgementsProgram$480
Get paid
Proposal to paid, in a tap
Send an itemised proposal that becomes a booked engagement the moment the client accepts, and take the consultation fee or a deposit up front, or a card payment once the return is lodged. The receipt emails itself, so nothing is chased in November.
Less admin, more bookings
Made for accountant businesses
Prepare each accounting appointment
Start with the client diary, client context and tax papers in view. Preparation is clearer before the first appointment.
- The day makes senseSee tax return appointments, year-end accounts, business advisory reviews in one working order, with durations that match the service rather than a default block.
- Context before the callOpen the booking to check tax papers and review notes before the client arrives, calls or meets you on site.
- Ownership is visibleThe assigned accountant and appointment details stay clear to the team, so the work is not quietly waiting in someone else’s calendar.
Make quieter client diary time bookable
Offer accounting appointment openings around seasonal peaks and winter travel; keep preparation, travel and involved work protected.
- Open selected timeChoose when each accounting appointment can be booked. Clients see useful accounting appointment availability without gaining access to every diary gap.
- Regular work stays regularUse standing bookings for repeat accounting appointments and set the ending rule that fits the client relationship.
- Quiet gaps can moveUse coupons when you want to encourage bookings into quieter openings, without changing how the core accounting appointment is managed.
Track the accounting fee
The amount paid and the accounting appointment stay connected, whether you record an offline payment or use online card payment with Pro.
- Offline payments countRecord cash or bank transfer manually on Free when the accounting fee is settled outside Bookables.
- Card payment when usefulWith Pro, take full online card payment for the booked accounting appointment, giving the fee a clear home beside the appointment.
- A cleaner client recordSee the accounting fee beside tax papers and the appointment, rather than matching a bank line to a vague calendar entry later.
Start taking accountant bookings today
Set up in minutes. 200 bookings a month free, no card needed.
One app for every booking
Everything you need to run your accountant business.
Email reminders
Send email reminders with accounting appointment time and details, before winter travel or a remote appointment. Preparation is easier to judge.
Common questions.
Yes. Publish the services and openings you want clients to see. Once an accounting appointment is confirmed, that time is removed from availability and added to the client diary.
Yes. Online booking does not mean opening the whole diary. Offer selected accounting appointment times online while you add sensitive, complex or referred work yourself.
Yes. Weekly or monthly standing bookings are available on Free. Each accounting appointment run can continue without an end, finish on a date or stop after a chosen count.
Yes. The shared schedule shows the assigned person and booking context, so everyone can see who is responsible for the next accounting appointment.
Yes. Email reminders can carry the appointment timing and practical details, giving the client a useful prompt before you prepare tax papers and review notes.
Full online card payment is available with Pro. On Free, you can record cash or bank transfer manually, keeping the accounting fee connected to the accounting appointment.
Accountant guides
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