From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your tax preparation business.
All features for free. Pay only when your client list grows.
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.
Breely understands that no two tax preparation businesses are the same, so we tailor our scheduling solutions to meet your specific needs. Streamline your appointment management with customizable features designed to enhance efficiency and client satisfaction.
Start your journey with Breely's seamless scheduling solution, designed to accommodate the unique demands of tax preparation professionals. As your practice expands, our platform evolves with you, ensuring efficiency and client satisfaction every step of the way.
Streamline your tax preparation process with Breely's all-in-one platform, designed to effortlessly manage appointments, client communications, and document sharing. Elevate your business efficiency and stay ahead of deadlines, all while providing an exceptional client experience.
In the fast-paced world of tax preparation, Breely stands out by continuously evolving its scheduling platform to meet the unique demands of your industry. Say goodbye to outdated systems and hello to seamless, efficient client management that keeps you ahead of the curve.
Transform your tax preparation business with Breely's online scheduling platform, streamlining client appointments, reducing no-shows, and maximizing productivity during peak tax season.
Start for FreeSeamless embed into your website or use your standalone “booking website”
Setup events like 1-on-1 appointments, classes, and workshops
Connect with Square or Stripe to accept payments, deposits or vault cards
Powerful customizations for your booking page to align with your brand
Collect information, get signatures, accept payments, upload files, and more
Conditionally show sections and route to different booking experiences
Automatically include video conference links with Google Meet or Zoom
Custom fields for clients, events, people, resources, forms, and classes
Sync with popular calendar platforms like Google, Office 365, and iCloud
Sell packages, gift certificates, subscriptions, and create coupons
Sign a BAA and use this as part of a HIPAA compliant business
Protect your business by requiring signatures on contracts or waivers
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with people, or resources like a court, lane, room, and more
Keep your schedule full by allowing clients to join a waitlist
Limit scheduling on constraints like window of time, number per day, and per client
Set round robin or prioritized booking for appointments
Look like you're in high demand by hiding a percentage of your time each day
$0/mo · Limited to 1 user
$7/mo per user
Everything in Free, plus: