Online Scheduling for Tax Filers
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your tax filing business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your tax filing business.
Start for FreeModern, fast and user-friendly. No credit card or commitments.
At Breely, we understand that tax filing is not one-size-fits-all, which is why our platform is designed to seamlessly integrate with your unique business processes. Whether you're a solo CPA or a large accounting firm, our adaptable scheduling solutions ensure you maximize efficiency and client satisfaction.
At Breely, we understand that your tax filing needs can evolve over time, which is why our platform is designed to seamlessly scale with your business. Whether you're a sole proprietor or expanding into a multi-state operation, our intuitive tools and features ensure you remain efficient and compliant every step of the way.
Transform the way you handle tax appointments with Breely, where seamless scheduling meets robust business management. Simplify client interactions, optimize your workflow, and focus more on what truly matters—delivering exceptional tax services.
While traditional schedulers remain stagnant, Breely revolutionizes tax filing appointments with cutting-edge automation and seamless integrations. Elevate your efficiency and streamline client interactions like never before with our innovative scheduling solutions tailored for the tax industry.
Streamline your tax filing process with Breely's online scheduling platform, enhancing client satisfaction and maximizing your team's efficiency by eliminating appointment chaos.
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: