Online Scheduling for Certified Public Accountants
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your certified public accountant business.
- Scheduling
- Signatures
- Accept Payments
- Email/SMS Notifications
All features for free. Pay only when your client list grows.
Every feature free so you can grow faster
Breely gives you everything from the start so you can launch and grow without friction.
Build your booking flow, accept payments, send emails and texts, customize forms, use signatures, and automate your business—all included for under 10 clients.
Our goal is simple: help new businesses get off the ground with real tools, not restrictions.
Why Certified Public Accounting Professionals Love Breely
Unlock seamless efficiency and elevate your accounting firm’s productivity with Breely, the expertly reimagined scheduling platform designed specifically for CPAs.
Start for FreeAll businesses are unique, we adapt to you
Discover a scheduling platform tailored to the specific needs of certified public accountants, designed to streamline client appointments and optimize your practice's efficiency. With Breely, customize your scheduling experience to fit your firm's unique requirements, ensuring seamless interactions and satisfied clients every time.
Your needs might be simple today, but we'll grow as you do
Breely offers seamless scheduling solutions tailored for certified public accountants, ensuring your current needs are met with precision and efficiency. As your practice expands, our platform effortlessly scales alongside you, delivering advanced features to keep your operations running smoothly.
More than just scheduling, we're a platform to run your business
Streamline your accounting processes with Breely, where seamless scheduling meets powerful business management tools. Boost productivity and client satisfaction by effortlessly coordinating appointments, managing tasks, and enhancing team collaboration all in one place.
Other schedulers aren't innovating, we're making it a priority
Stay ahead in the fast-paced world of accounting with Breely, the scheduling platform that evolves with your needs. While others rest on outdated features, we're constantly innovating to streamline your workflow and enhance client interactions.
Flexible Scheduling, Limitless Possibilities
Streamline your appointment management and enhance client satisfaction with Breely, the online scheduling platform designed to simplify your CPA business's operations and boost productivity.
Start for FreeBooking Website
Seamless embed into your website or use your standalone “booking website”
Events
Setup events like 1-on-1 appointments, classes, and workshops
Payments
Connect with Square or Stripe to accept payments, deposits or vault cards
Customize Branding
Powerful customizations for your booking page to align with your brand
Standalone Forms
Collect information, get signatures, accept payments, upload files, and more
Booking Conditionals
Conditionally show sections and route to different booking experiences
Video Conferencing
Automatically include video conference links with Google Meet or Zoom
Custom Fields
Custom fields for clients, events, people, resources, forms, and classes
Calendar Syncing
Sync with popular calendar platforms like Google, Office 365, and iCloud
Selling
Sell packages, gift certificates, subscriptions, and create coupons
HIPAA Compliance
Sign a BAA and use this as part of a HIPAA compliant business
Signatures
Protect your business by requiring signatures on contracts or waivers
Reporting
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with People or Resources
Book with people, or resources like a court, lane, room, and more
Waitlisting
Keep your schedule full by allowing clients to join a waitlist
Scheduling Limits
Limit scheduling on constraints like window of time, number per day, and per client
Booking Selection
Set round robin or prioritized booking for appointments
Make me Look Busy
Look like you're in high demand by hiding a percentage of your time each day
Pricing.
From streamlining tax season to optimizing financial planning, Breely is your trusted partner in elevating efficiency and precision within the certified public accountant industry.
Free
$0/mo · Limited to 1 user
- 10 clients / month
- Unlimited forms
- Unlimited bookings
- 100 emails per month max
Business
$7/mo per user
Everything in Free, plus:- Unlimited clients
- 3,000 emails per month
- 200 texts per month