Booking and intake software for accounting and tax practices

Let clients book a consultation by entity type and workload, collect the documents you need before the meeting, and keep filing season organised.

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Why Clickobook for the Accounting & Tax industry

Accounting work is deadline-shaped. January to April looks nothing like the rest of the year, and most of the lost time is not the work itself but the missing documents and the rescheduling. ClickoBook collects the intake before the meeting and lets the calendar carry the season.

Common challenges we solve

  • Clients arriving without the documents the meeting needed
  • Every client asking the same intake questions by email
  • Peak-season slots lost to late cancellations
  • Different accountants handling different client types
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Why Clickobook works

  • Documents arrive before the appointment, not during it

  • Clients are matched to the right accountant automatically

  • Reminders carry a checklist instead of a generic nudge

  • Peak-season slots are protected by deposits

Built for Accounting & Tax

Everything the Accounting & Tax industry needs

Real booking workflows, tailored to how your business operates.

Common use cases

  • Annual tax-preparation appointments

  • Bookkeeping and payroll onboarding consultations

  • Business advisory and financial-review sessions

  • Year-end and deadline-driven review meetings

Key features for Accounting & Tax

  • Consultation booking by entity type, workload and service package

  • Intake forms that collect the documents and facts needed before the meeting

  • File uploads for statements, receipts and prior-year returns

  • Deposits for advisory engagements and peak-season slots

  • Per-accountant availability with their own specialisms and hours

  • Automated reminders with a checklist of what to bring

  • Recurring subscriptions for monthly bookkeeping packages

  • Coupons for bundled annual packages or referrals

  • Webhooks to create a client record in your practice management tool

  • A branded booking page on your own domain

Up and running in minutes

Start accepting accounting & tax bookings today

  1. 1

    Sign up free

    Create your account in under a minute — free plan starts with no card.

  2. 2

    Add your services & staff

    Configure Clickobook's booking page, services, team and availability in the setup wizard.

  3. 3

    Let AI build your forms

    Describe a service and Clickobook's AI generates the booking or quoting form with the right questions and pricing logic.

  4. 4

    Share & get booked

    Share your booking link, embed the widget or use your own domain.

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Clickobook dashboard showing revenue, bookings and customers
Your Clickobook dashboard — revenue, bookings and customers at a glance.
AI-Powered Quoting & Forms

Booking & quoting forms that build themselves

AI generates complete, tailored forms — with the exact questions, options and dynamic pricing your accounting & tax business needs.

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AI-generated forms

Describe your service — get a ready-to-use form with smart intake questions.

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Conditional logic

Questions adapt to previous answers — customers only see what is relevant.

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Dynamic pricing

Prices update live based on answers, options and add-ons.

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Instant quotes

Turn any form into a live price estimator customers see as they answer.

Every quote is backed by Clickobook's AI form builder — describe your pricing rules in plain language and the form applies them automatically.

Quote forms that show a live price See how the AI booking & quoting form generator works
FAQ

Accounting & Tax — frequently asked questions

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Guides, templates and comparisons for Accounting & Tax businesses

How-to articles for these workflows, a quote form you can rebuild field by field, and side-by-side comparisons if you are still choosing software.

Guide How Recurring Subscriptions Auto-Reschedule — and Never Lose Value Guide How to Automate Appointment Reminders (Email & SMS Guide) Guide How to Set Up Online Payments (Stripe + PayPal) for Your Booking Page Template Accounting quote form A monthly bookkeeping base plus per-employee payroll, quarterly VAT and a year-end fee, with a catch-up charge when the records are behind.
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