From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your estate tax planning business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
At Breely, we understand that estate tax planning requires personalized attention and precision. Our adaptable scheduling platform is designed to seamlessly fit into your unique workflow, ensuring you can focus on delivering exceptional client service while we manage your time efficiently.
Discover the flexibility you need with Breely, where our intuitive scheduling platform evolves alongside your estate tax planning business. Seamlessly manage appointments today, while confidently scaling your operations for tomorrow's success.
Transform your estate tax planning process with Breely, the all-in-one platform that streamlines scheduling, enhances client collaboration, and keeps your business running smoothly. Maximize efficiency and ensure compliance with our tailored tools designed specifically for the unique needs of the estate tax planning industry.
While other schedulers remain stagnant, Breely is revolutionizing the way estate tax planners manage their time with cutting-edge features tailored to your unique needs. Elevate your efficiency and client satisfaction by choosing a platform that prioritizes innovation and seamlessly integrates with your workflow.
Streamline your client appointments and maximize productivity with Breely's online scheduling platform, designed to enhance your estate tax planning practice by ensuring seamless, efficient, and professional client interactions.
Start for FreeSeamless embed into your website or use your standalone “booking website”
Setup events like 1-on-1 appointments, classes, and workshops
Connect with Square or Stripe to accept payments, deposits or vault cards
Powerful customizations for your booking page to align with your brand
Collect information, get signatures, accept payments, upload files, and more
Conditionally show sections and route to different booking experiences
Automatically include video conference links with Google Meet or Zoom
Custom fields for clients, events, people, resources, forms, and classes
Sync with popular calendar platforms like Google, Office 365, and iCloud
Sell packages, gift certificates, subscriptions, and create coupons
Sign a BAA and use this as part of a HIPAA compliant business
Protect your business by requiring signatures on contracts or waivers
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with people, or resources like a court, lane, room, and more
Keep your schedule full by allowing clients to join a waitlist
Limit scheduling on constraints like window of time, number per day, and per client
Set round robin or prioritized booking for appointments
Look like you're in high demand by hiding a percentage of your time each day
$0/mo · Limited to 1 user
$7/mo per user
Everything in Free, plus: