Scheduling Software for Accountants and Tax Advisers
Give each service its own booking link, cap how many meetings fit into a busy-season day, and let clients pick their own slot.
Updated 22 October 2026
Why does tax season break an accountant's diary?
For most of the year an accounting practice runs at a steady pace. Then a filing deadline comes into view and every client wants a meeting in the same three weeks. Each "when are you free?" email costs time you needed for the returns, and the diary fills with quick questions while the clients who need a proper review wait. Tymeslot gives each service its own meeting type, caps how many bookings each type can take per day, week or month, and lets clients choose from the slots you have set aside.
What an accounting practice needs from a booking page
A booking page with one link and one meeting length treats a ten-minute question about an expense the same as a ninety-minute planning session. It also lets clients book as far ahead as they like, which fills next spring before you know what next spring looks like.
Tymeslot handles those as settings. Each service gets its own duration and link: a quick query call, a tax return review, a year-end meeting. Limits per day, week and month stop one service from taking over the diary at peak. A booking horizon sets how far ahead clients can book, and minimum notice gives you time to pull the file first. Monthly retainer clients book through a hidden link reserved for them, and one-off clients can pay a fixed consultation fee when they book.
Everything accountants need. Nothing they don't.
One Meeting Type per Service
A quick query call, a tax return review and a planning session each get their own duration, link and questions. Put the right link in your engagement letter, proposal or email signature.
Limits for the Busy Season
Cap each meeting type at a number of bookings per day, per week or per month. Six tax return reviews a day means six, however full the inbox gets.
Notice and Booking Horizon
Set minimum notice so you have time to pull the file before each meeting, and a booking horizon so clients cannot fill months you have not planned yet.
Private Links for Retainer Clients
Hide a meeting type from your public booking page and share its direct link with retainer clients only, so their review slots never compete with new enquiries.
Fees for One-Off Consultations
On Pro, a new client who wants an hour on a property sale or a share scheme pays the fixed fee by card as they book. Retainer clients use their own link with no payment step, since their fees are already agreed.
No UTRs or Figures in the Form
The booking form asks what kind of help is needed and whether a deadline is close. Tax references, turnover and bank details then reach you through the secure portal you already use, not through a calendar invitation.
Privacy and compliance for accountants
A first booking with an accountant opens a relationship that will soon involve tax returns, payroll and bank records. Before any of that, the professional and legal rules below already apply to the enquiry itself, which is why a booking form for a practice should stay brief.
Prospective clients are owed confidentiality
ICAEW's guidance on its Code of Ethics says the duty of confidentiality applies equally to prospective, current and former clients, and that members must take reasonable steps to preserve it. Someone who books a consultation and never engages you is still owed that care in your calendar and inbox.
ICAEW, Disclosure of confidential information (for members in practice)
A client's name can be tax return information
For US tax preparers, the section 7216 regulations define tax return information to include a taxpayer's name and address furnished in connection with preparing a return. A booking for return preparation can fall inside that, so ask what help is needed and leave Social Security numbers and figures out of the form.
Due diligence starts with the relationship, not the booking
The UK Money Laundering Regulations require customer due diligence when a practice establishes a business relationship. Identity documents belong in that onboarding step, collected through your secure channel. A paid one-off consultation booked online does not replace it, so keep passport uploads and ID numbers out of booking questions.
Money Laundering Regulations 2017, regulation 27 (legislation.gov.uk)
- Hosted in the EU
- Signed DPA on Enterprise only
- Self-hosting for full control
See the difference
Without Tymeslot
With Tymeslot
Common scheduling scenarios
How do accountants keep the self-assessment rush inside their capacity?
The weeks before a filing deadline pack a quarter's worth of meetings into a month. With no limits, clients book faster than you can prepare for them.
- Create a 45-minute "Tax return review" meeting type and cap it at six bookings a day and twenty-five a week.
- Set a booking horizon of about six weeks, so clients book inside the season rather than months ahead.
- Set minimum notice of 48 hours so you can pull last year's file and the client's records before each review.
- Send the link in your reminder letter to clients who still need a review, so demand arrives at a pace you set.
How do accountants separate quick queries from full planning sessions?
A question about whether something is deductible and a session on extracting profit from a company are different jobs. One meeting type cannot serve both without wasting time on one side.
- Create a 15-minute "Quick query call" on its own availability schedule with short notice, for questions that do not need a full meeting.
- Create a 90-minute "Planning session" with 72 hours' notice and a couple of questions about what the client wants to cover.
- Put the quick call link in your email footer and the planning link in proposals and year-end letters.
- Give the planning schedule a 30-minute buffer for writing up the actions and the advice letter while the session is fresh.
How do accountants look after retainer clients alongside one-off work?
Retainer clients pay for access, and they should not find the diary full of one-off enquiries. A one-off engagement, on the other hand, starts with identity checks and an engagement letter, and a fee taken at booking shows the client is serious.
- Create a "Retainer client review" meeting type, keep it unlisted, and email the direct link to clients on a retainer.
- Create a "One-off consultation" on your public page and, on Pro, charge a fixed fee through Stripe when the client books.
- Connect Outlook or Google Calendar, so a morning at a client's premises or a training day blocks both meeting types at once.
- If you have to cancel a paid consultation, do it from the dashboard and refund in the same step.
See Tymeslot in action
A starter setup for accountants
| Meeting type | Duration | Buffer | Minimum notice | Bookable ahead | Payment at booking |
|---|---|---|---|---|---|
| Quick query call | 15 min | 5 min | 4 hours | 2 weeks | None |
| Tax return review | 45 min | 15 min | 2 days | 6 weeks | None |
| One-off consultation | 60 min | 15 min | 2 days | 6 weeks | €90 consultation fee at booking |
Intake questions
- Are you an existing client, or new to the practice?
- Is this for you personally or for a business?
- What would you like to cover? A sentence is enough.
- Is there a filing or payment deadline coming up?
The deadline question lets you move a client with a return due next week ahead of one who is early. The quick query call runs on four hours' notice and a two-week horizon, unlike the review and the consultation, so it sits on its own schedule. Switch on the daily and weekly caps for the review from January.
Tymeslot compared with SavvyCal and TidyCal
For a practice, Tymeslot against SavvyCal and TidyCal comes down to seat cost, paid one-off consultations and client-data paperwork. A practice judges a diary tool by its fee income and its data protection file, hence these rows. TidyCal is the cheaper pick if you want a lifetime licence, a DPA published on its site (Tymeslot signs one only on Enterprise) and payments without a paid plan; SavvyCal limits paid bookings to its Premium plan. Tymeslot's case is a flat monthly price and the option to run it in-house.
| Feature | Tymeslot | SavvyCal | TidyCal |
|---|---|---|---|
| Signed data processing agreement | Signed DPA with Enterprise only, not Free or Pro | Yes: accepted with the Terms of Use | Yes: DPA published on its website |
| Deposit or payment at booking | Pro: a fixed fee on one-off consultations | Premium plan only: paid bookings | Yes: Stripe or PayPal; 1% fee on Free and lifetime plans |
| Entry price | Pro €9/month flat; retainer links free | From $10/user/month; annual billing saves 2 months | Pro $12/month or $99/year; lifetime from $29 |
Sources checked 5 October 2026.
How much time could you save?
A rough estimate, not a promise.
180
minutes saved per week
156.0
hours saved per year
€20,280
annual value of saved time
Which calendars and tools do accountants use with Tymeslot?
Start free, upgrade when you're ready
The busy-season controls in this setup (daily and weekly caps, notice, horizon, hidden retainer links) are all on Free. You need Pro (€9/month) once you charge one-off clients the consultation fee at booking or want the four intake questions. A practice whose IT provider prefers in-house systems can self-host at no cost.
Free
€0 / month
Pro
€9 / month