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Online Booking for
Real Estate Accounting

Simplify your real estate accounting processes with an online scheduling platform designed to keep your client consultations and financial reviews on track. Breely helps you eliminate missed appointments, streamline your calendar, and ensure seamless communication with clients—all critical for managing complex financial transactions. Stay ahead of the curve with integrated automation and improve both accuracy and client satisfaction in your accounting services.

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EquityLedger Accounting

Step 1 of 3

Tax Planning Session

A one-on-one consultation to help real estate professionals strategically plan their taxes, identify deductions, and ensure compliance with tax regulations, tailored to their unique business needs.

Financial Statement Review

A detailed review of comprehensive financial statements to ensure accuracy and provide insights for better decision-making in real estate investments and business operations.

Breely Scheduling for Real Estate Accounting

Breely empowers real estate accounting professionals to take control of their scheduling process, boosting efficiency and saving valuable time. With automated reminders, easy appointment booking, and client management tools, you’ll effortlessly organize tax sessions, financial reviews, and more. Let Breely handle the scheduling details so you can focus on delivering expert-level service to your clients.

Transform your real estate accounting business with Breely's powerful scheduling platform. Reduce no-shows, maximize productivity, and maintain strong client relationships with features like integrated reminders and simple online booking. Breely makes it easy to deliver superior service while keeping your operations streamlined and professional.

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Features

Breely’s scheduling platform revolutionizes real estate accounting by automating appointment bookings, reminders, and client management tasks. This ensures no appointments are missed, minimizes scheduling conflicts, and optimizes your daily timetable. By simplifying these time-consuming administrative tasks, you can focus on delivering tailored accounting advice and maintaining long-term client trust and satisfaction.

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
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