What Accountants & CPAs struggle with
These are the scheduling problems we hear from accountants & cpas every day.
Peak season volume overwhelms scheduling capacity
Clients needing to upload documents before meetings
Managing follow-up meetings after tax submission
Built for the way you work
Seasonal availability management
Open extra slots during tax season and restrict them during year-end close — automatically.
Document collection intake
Ask clients to list documents to bring and describe their accounting needs at booking.
Meeting type segmentation
Separate booking pages for initial consultations, tax reviews, and bookkeeping check-ins.
Annual recurring reminders
Automatically prompt annual clients to rebook at the same time each year.
"During tax season, my calendar manages itself. I just show up and serve clients."
Paul Nguyen
CPA, Nguyen Accounting Group
Everything Accountants & CPAs need in one tool
One platform covering the full booking lifecycle.
Branded booking page
A beautiful, professional page at yourname.serviceleo.com that matches your brand.
Automated reminders
48h and 2h reminders sent automatically — your no-show rate drops immediately.
Payment collection
Charge deposits or full fees via Stripe at booking time. No more chasing invoices.
Calendar sync
Connects to Google, Microsoft, and Apple Calendar. Real-time availability, always accurate.
Custom intake forms
Collect exactly what you need before every session arrives.
Analytics & reporting
Track booking volume, show-up rates, and revenue over time.
Guides for Accountants & CPAs
How Law Firms Are Automating Client Intake With Smart Booking
Intake calls are billable—but phone-tag to get there is not. See how small and mid-size law firms use ServiceLeo to automate discovery calls and intake without sacrificing client care.
The Art of Setting Booking Rules That Protect Your Time
Good booking rules are invisible to clients but invaluable to you. Learn how to set minimum notice, lead time, and availability limits that prevent burnout.
Automating Your Client Journey: From First Booking to Follow-Up
World-class client experiences are not built manually. Here is how to automate every touchpoint—confirmation, reminder, post-session—in under an hour.
Ready to automate your scheduling?
Start your free ServiceLeo account in 2 minutes. No credit card required.
Free plan · No credit card · Cancel anytime