AI by industry · Accounting firms
Online booking for accounting firms
Accounting firms juggle meeting types: a short intro call, a tax prep appointment, a year-end planning session, an IRS notice review. A booking tool built for your firm offers the right length with the right person, asks for the documents beforehand, and reshuffles around busy season blackout dates.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your accounting firm to hand to AI first, what we would build, and roughly how long it takes.
Match the meeting to the person
New business advice goes to a partner. Individual returns go to a preparer. A good tool routes by what the client says they need.
If a client picks the wrong type, a first question such as “Is this for a business or for personal taxes” steers them to the right person.
Collect before the meeting
The booking form can ask for entity type, prior year return and the question on their mind, so the meeting does not start with the basics.
Add a field for uploading the prior-year return, so the preparer can look before the meeting.
Protect your peak weeks
Close slots near filing deadlines, cap how many meetings a day each person takes, and keep the calendar honest.
If a deadline is close, the page can say so and offer an extension conversation instead of a normal slot.
Picture this
Examples of what it can look like. Illustrations, not clients.
A new LLC owner books an intro call and answers four questions that tell you how to prepare.
A couple picks an in-person review. The confirmation lists what to bring, and a reminder goes out the day before.
During the last week before a deadline, the booking page only offers phone calls.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“other than a call made for emergency purposes or made with the prior express consent of the called party”
Sources
- 47 U.S.C. § 227 (TCPA): Consent rules for automated calls, prerecorded voices and texts.
- IRS: Circular 230: The rules for people who practice before the IRS.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your accounting firm to hand to AI first, what we would build, and roughly how long it takes.
Questions
Can clients reschedule themselves?
Yes, within rules you set, such as no changes on the same day.
Does it work with remote meetings?
Yes. It can add a video link to each confirmation.
Can it handle drop-off appointments?
Yes. A short slot for dropping off or signing can be its own meeting type, with a reminder to bring ID and signature pages.
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