From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your individual tax returns business.
All features for free. Pay only when your client list grows.
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.
Discover a scheduling platform tailored specifically for the complexities of individual tax returns, ensuring seamless client appointments and efficient time management. Breely adapts to your business needs, making tax season smoother and more productive for you and your clients.
Start your journey with a platform that adapts seamlessly to your evolving tax needs, ensuring you always stay ahead. Breely's flexible scheduling solutions are designed to expand with your business, providing you with the tools you need for success now and in the future.
Breely streamlines your tax return process with seamless scheduling, document management, and client communication, all in one intuitive platform. Elevate your business efficiency and focus on what truly matters—delivering exceptional service to your clients.
While others stick to outdated methods, Breely is revolutionizing the scheduling experience for the individual tax returns industry with cutting-edge features that streamline your workflow. Stay ahead of deadlines and enhance client satisfaction with our innovative platform designed to meet the unique needs of tax professionals.
Streamline your client appointments and maximize productivity during tax season with Breely's online scheduling platform, ensuring seamless communication and reduced no-shows for your tax return business.
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: