Tax appointment scheduling software
CalendarPA lets tax clients book their own appointment online, answer your intake questions as they book, and get reminders before they arrive. In the busy season, booking limits on Pro cap how many appointments you take each day, and buffers leave time between returns.
The phone in March
Every season the same calls come in to book, move and confirm appointments.
Too many returns in one day
A day packed back to back leaves no time to finish the work.
Missing information
A client who arrives without the right details means a second meeting.
Built for How You Work
Intake Questions
Know the return before they arrive
Ask filing status and income sources on the booking form.
Multi-Calendar Sync
One calendar for the season
Your other calendars block their busy times on your booking page.
No-Show Protection
Reminders before each appointment
Email reminders on every plan, and text reminders on Pro.
Example: a tax-season appointment
A preparer opens one appointment type for the season and caps it so the days stay workable.
- Return review: 60 minutes, with 15 minutes of buffer after.
- Booking limit: 6 a day (Pro).
- Location: the office or a phone call, the client chooses (Pro).
- Minimum notice: 24 hours.
Questions to put on your booking form
Each booking type can ask its own questions: up to 3 on Starter, 5 on Pro and 20 on Business. Invitees answer them as they book.
- Filing status: single, married filing jointly or other
- Did you have self-employment income this year?
- Did you buy or sell a home this year?
- Are you a new or returning client?
- Will you meet at the office or by phone?
How It Works
Set Up in 60 Seconds
Connect your calendar and set your availability. No tutorials needed.
Clients Book & Pay
Clients pick a time, pay upfront, and get automatic reminders.
You Show Up
We handle the rest: reminders, payments, calendar sync.
Frequently Asked Questions
Can I limit appointments per day during tax season?
Yes, on Pro and Business. Booking limits cap a booking type at a number per day, week or month, and once the limit is reached that day shows no more times.
Can clients tell me what they need before the appointment?
Yes. Intake questions on the booking form, such as filing status or new income sources, arrive with the booking.
Can I offer phone and in-office appointments?
Yes. Make a booking type for each, or on Pro offer both on one booking type and let the client choose.
Can I charge a preparation fee at booking?
Yes. Set a price on the booking type and clients pay through Stripe, Square, PayPal or Stax when they book.
Can I stop people booking too close to the appointment?
Yes. Set a minimum notice on the booking type, and how far ahead people can book.
Also popular with:
Related guides
- Text message reminders
Texts 24 hours and 1 hour before each booking, for invitees who opt in.
- Payment at booking
Stripe, Square, PayPal or Stax at the moment someone books, and how refunds and reschedules work.
- Calendar sync
Connect Google, Outlook and iCloud so your booking page offers only the times you are really free.
Ready to Simplify Your Scheduling?
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