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Online Booking for
Tax Filing

Transform the way you manage tax appointments with Breely. Automate your client scheduling, reminders, and resource allocation to save time during tax season. Stand out with customized solutions tailored for tax professionals, ensuring efficiency and customer satisfaction.

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Accurate Tax Pros

Step 1 of 3

Tax Consultation

A personalized meeting to discuss your tax needs, review financial documents, and provide expert recommendations for filing or compliance.

Audit Assistance

Designed to help individuals and businesses navigate audits with professional guidance, document preparation, and step-by-step support.

Breely Scheduling for Tax Filing

Breely makes managing tax appointments effortless, letting you focus on delivering high-quality service to your clients. From automated scheduling to integrated reminders, our platform eliminates the hassle of back-and-forth scheduling and enhances customer satisfaction. Stop wasting valuable time on administrative tasks—streamline your processes and boost productivity during the busiest times of the year.

Make tax season stress-free for your business with Breely's all-in-one appointment management platform. Our tools are built to simplify your workflow, with features like automated reminders, client communication, and a seamless scheduling interface. Keep your customers happier while freeing up time to focus on high-priority tax tasks.

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Features

Breely empowers tax filing businesses by automating appointment scheduling and sending timely reminders, reducing no-shows and last-minute cancellations. Manage client records effortlessly with our client management tools, ensuring a smooth filing process. With Breely’s customizable features, tax professionals can improve operational efficiency, allocate resources effectively, and deliver exceptional customer service during the busiest times of the year.

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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