Accounting & CPA Firms
Balance your books and your booking with AI that manages tax season surge, schedules year-end planning, and coordinates team member availability.
Try It Out - Talk to Our Demo Accounting & CPA Firms
Have a real voice conversation with our AI assistant trained specifically for accounting & cpa firms. Click below and speak naturally - experience our AI assistant in action!
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Ready to call
Experience what it's like to call Accounting & CPA Firms with our AI assistant handling the conversation.
AI-Powered Scheduling for Accounting & CPA Firms
Balance your books and your booking with AI that manages tax season surge, schedules year-end planning, and coordinates team member availability.
Key Benefits
- Handle tax season volume
- Schedule planning sessions
- Book audit meetings
- Manage year-end rush
Common Services We Handle
- Tax consultation
- Tax preparation
- Bookkeeping services
- Audit preparation
- Financial planning
Intelligent Features for Accounting & CPA Firms
Our AI assistant is specifically trained to understand the unique needs of accounting & cpa firms
Manages seasonal workload peaks
Routes to tax or audit specialists
Books appropriate service duration
Handles deadline-driven scheduling
Pre-Configured Service Menu
Get started quickly with our pre-loaded service templates designed specifically for accounting & cpa firms.
Bookkeeping Review
Financial records review
Business Tax Prep
Corporate tax preparation
Tax Consultation
Tax planning meeting
Tax Preparation
Individual tax return prep
All services are fully customizable to match your specific pricing and duration needs
How BookedNow Works for Accounting & CPA Firms
Quick Setup
Sign up and select Accounting & CPA Firms as your business type
Customize Services
Adjust pre-loaded services or add your own
Connect Your Line
Get a dedicated number or forward your existing line
Start Booking
AI assistant handles inquiries and books appointments 24/7
Enterprise Security
Bank-level encryption and HIPAA-compliant infrastructure
5-Minute Setup
Pre-configured for accounting & cpa firms - go live today
No Commitment
Free trial with no credit card required
Frequently Asked Questions
How quickly can I get started?
Most accounting & cpa firms businesses are up and running within 5-10 minutes. Our pre-configured templates mean you don't need to build anything from scratch.
Can I customize the AI responses?
Yes! While our AI comes pre-trained for accounting & cpa firms, you can customize greetings, service descriptions, and booking rules to match your brand.
What if I have unique services not listed?
No problem! You can add unlimited custom services with your own names, durations, and pricing. The AI will learn to handle them just as well as the pre-configured ones.
How does it integrate with my existing systems?
BookedNow integrates with popular calendar systems like Google Calendar, Outlook, and many industry-specific booking platforms. You can also use our API for custom integrations.