Scheduling Software for Accountants and Tax Advisers
Give each service its own booking link, cap how many meetings a day the busy season can take, and let clients pick their own slot.
Updated 5 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 actually 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. Clients on a monthly retainer get a private link that never appears on your public page, and one-off clients can pay a fixed consultation fee when they book.
Everything Accountants need. Nothing they don't.
Scheduling features shaped around how your practice works.
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, connect your own Stripe account and charge a fixed fee when a one-off client books. The slot is confirmed once payment clears, and the money settles in your Stripe account.
No Advertising Trackers
Booking pages load no advertising pixels and no third-party analytics. On tymeslot.app, Google reCAPTCHA loads once a client starts the booking form, to block spam bookings. On the managed service client details are stored in Germany, and you can self-host instead.
Privacy and compliance for Accountants
A booking with an accountant is the start of a relationship that will involve income, tax and business figures, and practices keep records under professional and anti-money-laundering rules. Tymeslot keeps the booking side lean: it collects only what your form asks for, so the figures stay in your secure channels, loads no advertising trackers or third-party analytics, and can run on the practice's own server.
Hosted in the EU
The managed service runs on servers in Germany. Booking pages load no advertising trackers; Google reCAPTCHA loads once a client starts the booking form, to block spam bookings.
Data processing agreement
A signed data processing agreement (DPA) comes with the Enterprise plan. The Free and Pro plans do not include one.
Self-host for full control
Run Tymeslot on your own server with Docker, Cloudron or Railway, and booking data never leaves infrastructure you control.
Only what you ask for
Clients share only the details your booking form asks for. Keep sensitive matters out of the form and in your own records.
See the difference
Same profession. Completely different scheduling experience.
Without Tymeslot
With Tymeslot
Common scheduling scenarios
How other Accountants use Tymeslot every day.
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.
- Set a buffer on the planning schedule so you have time to write up actions after each session.
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. One-off work, on the other hand, deserves a fee before you set aside the time.
- Create a "Retainer client review" meeting type, hide it from your public page, and send the direct link to retainer clients only.
- 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 both draw on the same availability and busy times in your calendar block bookings.
- If you have to cancel a paid consultation, do it from the dashboard and refund in the same step.
A starter setup for Accountants
Recommended settings to start from. You can change any of them in your dashboard.
Quick query call
- Duration
- 15 min
- Buffer
- 5 min
- Minimum notice
- 4 hours
- Bookable ahead
- 2 weeks
- Payment at booking
- None
Tax return review
- Duration
- 45 min
- Buffer
- 15 min
- Minimum notice
- 2 days
- Bookable ahead
- 6 weeks
- Payment at booking
- None
One-off consultation
- Duration
- 60 min
- Buffer
- 15 min
- Minimum notice
- 2 days
- Bookable ahead
- 6 weeks
- Payment at booking
- €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?
Ask what kind of help the client needs, not for figures or tax references; those arrive through your normal secure channel. Quick query calls use much shorter notice and horizon than reviews and consultations, so give them their own availability schedule. Add daily and weekly limits to the tax return review during the busy season.
Intake questions and payments at booking are part of Pro on the managed service, and free when you self-host.
Tymeslot compared with Paperbell, Calendly and SavvyCal
Facts from each vendor's own pages, with the date we checked them.
| Feature | Tymeslot | Paperbell | Calendly | SavvyCal |
|---|---|---|---|---|
| Free plan | Yes: unlimited bookings and meeting types | Free account to set up, before choosing a paid plan | Yes, limited to 1 event type and 1 calendar | No: free trial only; a paid plan is needed to activate links |
| Entry price | Pro €9/month, flat; self-hosting is free | One plan, billed $97/month or $970/year | $10/seat/month, billed yearly | From $10/user/month; annual billing saves 2 months |
| Hosting in the EU | Yes, in Germany | Not checked | No: data is stored in US data centres | No: hosted in the US (Virginia) |
| Self-hosting | Yes: Docker, Cloudron or Railway | No: hosted service only | No: hosted service only | No: hosted service only |
| Open source | Yes, GNU AGPLv3 | No: hosted service only | No: hosted service only | No: hosted service only |
| Booking page without third-party scripts | No ad trackers; reCAPTCHA on the booking form | Not checked | No: third-party scripts are referenced (Stripe, reCAPTCHA, Airbrake, Google Tag Manager) | No: third-party scripts load (Tally, Help Scout, PostHog) |
| Deposit or payment at booking | Pro or self-hosted: a fixed amount via Stripe | Yes: payment plans and set-up fees; first payment taken at purchase | Paid plans only: Stripe or PayPal at booking | Premium plan only: paid bookings |
| Custom intake questions | Pro or self-hosted: 10 question types | Yes: customisable intake surveys | Yes: up to 10 questions per event type, on all plans | Yes: custom questions on scheduling links |
| Signed data processing agreement | Enterprise plan only | Terms name Paperbell as data processor | Yes: accepted with the customer terms | Yes: accepted with the Terms of Use |
Sources: Paperbell: Paperbell pricing (checked 5 October 2026) Paperbell: Paperbell FAQ (checked 5 October 2026) Paperbell: Paperbell terms and conditions (checked 5 October 2026) Paperbell: Paperbell set-up fees (checked 5 October 2026) Calendly: Calendly pricing (checked 5 October 2026) Calendly: Calendly data storage (checked 5 October 2026) Calendly: Calendly data processing addendum (checked 5 October 2026) Calendly: Calendly demo booking page (checked 5 October 2026) Calendly: Calendly invitee questions (checked 5 October 2026) SavvyCal: SavvyCal pricing (checked 5 October 2026) SavvyCal: SavvyCal security and hosting (checked 5 October 2026) SavvyCal: SavvyCal data processing addendum (checked 5 October 2026) SavvyCal: Custom questions in SavvyCal (checked 5 October 2026) SavvyCal: SavvyCal demo booking page (checked 5 October 2026)
How to choose
What to check before you choose
- Find out where client data is stored and whether a data processing agreement comes with your plan.
- Work out the cost at your firm's size: per-seat pricing grows with every colleague.
- Check that the tool syncs with the calendar standard your firm uses, such as CalDAV.
- See whether you can take a fee or retainer at booking, and on which plan.
- Try embedding the booking page on your firm's website.
- Ask how you would export your data if you left.
How much time could you save?
Adjust to match your practice and see your potential savings.
Calculate your time savings
Drag the sliders to match your practice.
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?
Connects to the tools you already use. No extra setup.
Start free, upgrade when you're ready
Core scheduling is always free. No credit card required.
Free
€0 / month
- Unlimited bookings and meeting types
- Calendar sync (Google, Outlook, CalDAV)
- Auto video rooms (Meet, Teams, Zoom, Jitsi, Nextcloud Talk and more)
- Booking page at tymeslot.app/you
- Email reminders & notifications
- Both booking themes and website embeds
Pro
€9 / month
- Everything in Free
- Custom booking questions for intake
- Payments at booking via your own Stripe account
- Remove Tymeslot branding from booking pages
- Booking analytics and automation
See Tymeslot in action
Try both booking themes live - no account needed.
Frequently Asked Questions
Is Tymeslot GDPR compliant for accounting practices?
Can Tymeslot replace practice management software for accountants?
Can accountants limit how many meetings clients book during tax season?
How do accountants cut no-shows on paid consultations?
How does Tymeslot compare with Calendly for accountants?
Can an accounting practice self-host Tymeslot?
Is there a free plan for accountants and bookkeepers?
Does Tymeslot work with Outlook and Microsoft 365 for accounting firms?
Moving from another booking tool? See how Tymeslot compares with Calendly, Cal.com and others
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