Online Scheduling for Estate Tax Planning
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your estate tax planning 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 Estate Tax Planning Professionals Love Breely
Discover a reimagined scheduling platform crafted by industry experts, designed to streamline estate tax planning and elevate your business efficiency.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 initial consultation to comprehensive strategy, Breely is here to streamline every step of your estate tax planning needs.
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