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.
- 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 Tax Filing Professionals Love Breely
Revolutionize your tax filing business with Breely, a groundbreaking scheduling platform designed by industry experts to streamline operations and maximize efficiency.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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.
Flexible Scheduling, Limitless Possibilities
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 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 start to scale, Breely streamlines your tax filing process, ensuring efficiency and accuracy 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