Online Booking for
Tax Planning

Breely transforms the way tax planning professionals manage their schedules. With automated booking, reminders, and resource allocation, tax advisors can focus on what matters most—providing expert financial guidance. Say goodbye to missed appointments and administrative headaches, and say hello to a seamless client experience.

Pinnacle Tax Solutions

Step 1 of 3

Tax Planning Consultation

Tailored for individuals and businesses, this service provides in-depth financial and tax strategy advice to optimize savings and ensure compliance.

Year-End Tax Review

A complete check-up of financial records and tax compliance to prepare for year-end filings and identify potential savings opportunities.

Breely Scheduling for Tax Planning

Are you often juggling client appointments during tax season? Breely helps you take control of your business with automated scheduling, integrated reminders, and clear resource allocation. Enhance client satisfaction and build trust with a platform designed to simplify your administrative workload, giving you more time to focus on delivering expert tax guidance.

Tax planning just got easier with Breely, the ultimate scheduling assistant for your business. Forget the chaos of double bookings or forgotten appointments—Breely automates it all. Improve client interactions, manage your time effectively, and create a seamless experience for everyone involved with Breely by your side.

Get Started for Free

Features

Breely offers tax professionals a smart solution to streamline scheduling in an industry where time management is critical. Automated reminders reduce no-shows, while client management tools keep records and communication organized. This efficiency not only saves time but also reinforces client satisfaction with dependable, hassle-free appointments.

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