Online Booking for
Tax Preparation

Breely revolutionizes the way tax preparation businesses manage appointments by automating scheduling, client reminders, and resource allocation. Say goodbye to missed appointments and double bookings while creating a seamless scheduling experience for your clients. Increase efficiency, stay organized, and focus more on providing expert tax advice to your clients.

ClearPath Tax Solutions

Step 1 of 3

Tax Consultation

A one-on-one session with a tax professional to address client tax needs, review financial documents, and provide personalized advice for accurate and optimized tax filing.

Tax Filing Assistance

A service where clients receive hands-on help in completing and submitting their tax returns with accuracy and efficiency, ensuring compliance with the latest regulations.

Breely Scheduling for Tax Preparation

Say goodbye to appointment chaos and hello to simplified scheduling with Breely! In the fast-paced world of tax preparation, our platform automates your appointments, freeing you to focus on what you do best–helping your clients. Let our client reminders, resource management, and seamless calendar integration increase efficiency and enhance customer satisfaction for your business.

Tax preparation is a time-sensitive industry, and Breely takes the guesswork out of managing appointments. With automated scheduling features and customizable reminders, you can minimize missed meetings and improve your team's workflow. Elevate your business efficiency while giving clients the seamless and professional experience they expect.

Get Started for Free

Features

Breely’s scheduling platform keeps tax preparation businesses efficient and client-focused by offering automated booking, real-time availability updates, and integrated reminders. This reduces no-shows, avoids scheduling conflicts, and delivers an excellent customer experience, while allowing business owners to optimize their time and resources.

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