Online Scheduling for Tax Preparers
From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your tax preparation 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 Preparation Professionals Love Breely
Experience seamless efficiency in the tax preparation industry with Breely, a cutting-edge scheduling platform designed to streamline your business operations like never before.
Start for FreeAll businesses are unique, we adapt to you
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.
Your needs might be simple today, but we'll grow as you do
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.
More than just scheduling, we're a platform to run your business
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.
Other schedulers aren't innovating, we're making it a priority
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 Say goodbye to outdated systems and hello to seamless, efficient client management that keeps you ahead of the curve.
Flexible Scheduling, Limitless Possibilities
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 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 peak tax season, Breely streamlines your scheduling needs, empowering your tax preparation business to maximize efficiency and client satisfaction.
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