Online Scheduling for Tax Planning
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your tax planning 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 Planning Professionals Love Breely
Discover the future of tax planning efficiency with a groundbreaking platform from the industry's scheduling experts, designed to transform how your business operates.
Start for FreeAll businesses are unique, we adapt to you
At Breely, we recognize that each tax planning firm has its own set of challenges and requirements. Our adaptable scheduling platform seamlessly integrates with your existing workflows, ensuring you deliver personalized client experiences without missing a beat.
Your needs might be simple today, but we'll grow as you do
Start your tax planning journey with Breely, where simplicity meets scalability. As your business evolves, our platform effortlessly adapts to handle complex tax strategies, ensuring you're always prepared for the future.
More than just scheduling, we're a platform to run your business
Streamline your tax planning process with Breely, where efficient scheduling meets robust business management tools. Empower your team with seamless coordination, client collaboration, and insightful analytics to elevate your tax services to new heights.
Other schedulers aren't innovating, we're making it a priority
In the ever-evolving world of tax planning, staying ahead is crucial, and that's why Breely is committed to revolutionizing scheduling with cutting-edge technology tailored specifically for tax professionals. While other schedulers remain stagnant, Breely empowers you to streamline client appointments and optimize your workflow, ensuring you never miss an opportunity to maximize efficiency and client satisfaction.
Flexible Scheduling, Limitless Possibilities
Streamline your client appointments and enhance your firm's efficiency with our online scheduling platform, allowing you to focus on delivering exceptional tax planning services while we handle the logistics.
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 initial consultations to in-depth planning sessions, Breely streamlines your tax planning business, ensuring every client meeting is seamlessly scheduled.
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