Online Scheduling for Individual Tax Returns
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your individual tax returns 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 Individual Tax Return Professionals Love Breely
Discover a revolutionary scheduling platform designed specifically for the individual tax returns industry, crafted by the experts to streamline your business like never before.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
While others stick to outdated methods, Breely is revolutionizing the scheduling experience for the individual tax returns industry with cutting-edge features that streamline your workflow.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.
Flexible Scheduling, Limitless Possibilities
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 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 filings to comprehensive tax management, Breely simplifies your individual tax returns process every step of the way.
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