Online Booking for
Individual Tax Returns

Breely takes the stress out of booking appointments for your tax preparation business. Allow clients to book online at their convenience while automated reminders reduce no-shows and mismanaged schedules. Streamline your operations and offer a seamless booking experience for clients during tax season.

Precision Tax Solutions

Step 1 of 3

Tax Consultation

A comprehensive one-on-one meeting to review your financial documents, discuss your individual tax situation, and prepare accurate tax returns for filing.

Follow-Up Review

A post-filing meeting aimed at addressing any client concerns, explaining filed returns, and reviewing potential adjustments or future tax-saving strategies.

Breely Scheduling for Individual Tax Returns

Time is money when it comes to tax season! Breely ensures you never miss a client by streamlining your appointment schedules, sending automated reminders, and allowing 24/7 online booking. Save hours of administrative work, reduce no-shows, and focus on providing expert tax services while Breely handles the logistics of your calendar.

Running a tax preparation business is demanding, particularly during peak seasons. Breely takes the burden off by offering an intuitive, automated scheduling platform that ensures your time is always optimized. With instant online booking, integrated client reminders, and easy rescheduling tools, you can elevate client satisfaction and keep your calendar perfectly organized.

Get Started for Free

Features

Breely’s platform ensures tax professionals never waste time chasing appointments with easy online booking, automated scheduling, and customizable reminders. This boosts client satisfaction by providing a frictionless experience, improves accuracy in resource allocation during tax season, and allows business owners to focus on delivering exceptional financial services.

Scheduling

Booking for 1:1 appointments
Group classes, events, and workshops
Book staff and other resources like seats, lanes, bays, and more.
Booking for multiple staff, locations,and time zones

Design

Design beautiful forms, scheduling, and messages
Personalize colors, themes, and more to match your brand
Integrate directly into your website

Messaging

Send text messages & emails
Automate messaging to deliver the right message at the right time

Integrations

Connect to Google, Apple iCloud, and Microsoft 365
Embed directly into your website
Integrate with thousands of other apps via Zapier
Developer tools for custom integrations

Forms

Collect information from clients at any point
Gather leads, enrich scheduling, collect follow-up info, and more
Advanced customization and conditional sections for the perfect experience

Automation

Automate any workflow
Trigger based on events from forms, scheduling, and more
Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients