Accountant Appointment Booking Software
Manage accounting consultations, tax appointments and client bookings online.
Bookatec helps accountants, bookkeepers and tax agents accept client appointments online, manage staff schedules, send reminders, take payments and reduce admin work from one simple platform.
Perfect for accountants and tax professionals
Let clients book tax returns, BAS, bookkeeping and accounting consultations online.
Manage accountants, bookkeepers, tax agents and admin staff availability.
Send email and SMS reminder options before appointments and consultations.
Accept appointment payments or deposits online on selected plans.
Reduce admin and make client appointments easier.
Accounting businesses often manage bookings through phone calls, emails, spreadsheets and calendars. Bookatec gives clients a professional way to book while helping your team stay organised.
Book Appointments Online
Clients can book tax appointments, accounting consultations and bookkeeping sessions online anytime.
Manage Staff
Set availability for accountants, tax agents, bookkeepers and admin team members.
Reduce No-Shows
Send booking confirmations and reminder notifications before each client appointment.
Accept Payments
Take consultation payments, deposits or booking fees depending on your selected setup.
Client Records
Keep client details, appointment history and booking information organised in one place.
Track Appointments
View consultations, staff schedules, client bookings and appointment activity clearly.
Let clients book accounting and tax appointments anytime.
With Bookatec, clients can select a service, choose an accountant or staff member, pick an available time and confirm their appointment online.
- ✓ Tax return appointments
- ✓ BAS and bookkeeping sessions
- ✓ Business accounting consultations
- ✓ Online or in-person appointment booking
- ✓ Booking confirmations
Client Booking Flow
Example: tax return, BAS, bookkeeping, payroll or business advisory appointment.
Clients can choose from available accountants, bookkeepers or appointment times.
Booking confirmation and reminders can be sent automatically.
Accounting Schedule
Set working hours, breaks, days off and appointment capacity.
Assign tax, bookkeeping and accounting services to specific staff members.
Manage daily, weekly and monthly client appointments from one dashboard.
Keep accountants, bookkeepers and client appointments organised.
Bookatec helps accounting firms manage multiple staff, consultation types, working hours and appointment schedules without manual back-and-forth communication.
- ✓ Multiple staff support
- ✓ Individual working hours
- ✓ Accounting service assignment
- ✓ Appointment calendar
- ✓ Mobile-friendly dashboard
24/7
Online client bookings
Multi
Staff scheduling
SMS
Reminder options
$0
Start free
Booking tools for accounting and finance service businesses.
Bookatec is suitable for appointment-based accountants, tax agents, bookkeepers and financial service providers.
Tax Agents
Manage tax return appointments, client meetings and seasonal booking demand online.
Bookkeepers
Accept bookings for bookkeeping, BAS, payroll and business support appointments.
Accounting Firms
Manage consultations, staff schedules and client appointment records more professionally.
Business Advisors
Book advisory sessions, business reviews and planning consultations online.
Finance Consultants
Accept appointments for finance, lending, planning and customer consultation sessions.
Admin Services
Schedule onboarding, document review, compliance and client service appointments.
Start free and upgrade as your accounting business grows.
Bookatec offers simple monthly pricing for accountants, bookkeepers, tax agents and consultants.
Launch
Best for testing Bookatec with limited bookings.
- 1 staff member
- 1 consultation type
- 20 bookings per month
- Online booking page
Starter
Best for solo accountants and bookkeepers.
- 1 staff member
- Unlimited services
- Unlimited bookings
- Email notifications
Business
Best for small accounting teams.
- Up to 5 staff members
- Unlimited bookings
- SMS reminder options
- Online payments
Professional
Best for larger firms needing more control.
- Unlimited staff
- Unlimited bookings
- Multiple locations
- Custom branding
A better way to manage accounting appointment bookings.
Bookatec helps accountants and tax professionals reduce phone calls, organise staff schedules, improve appointment reminders and provide a smoother booking experience for clients.
- ✓ Professional online booking page
- ✓ Easy staff scheduling
- ✓ Client booking records
- ✓ Reminder and payment options
- ✓ Affordable plans from free
Example booking link
Your accounting business can have its own booking page under Bookatec.
Share your booking link on your website, Google profile, Facebook, LinkedIn and email.
Ready to take accounting appointments online?
Start free with Bookatec or book a live demo to see how it can work for your accounting, bookkeeping or tax business.
Start Free Book a Demo