Software for accountants
Custom booking system for accountants
If you run a small accounting firm with around 80 monthly clients, you've probably seen it: your own fees get paid late. This custom booking system takes that job off your plate. Your own booking software with availability, deposits, notifications and an admin view.
Why accounting firms ask for this
Your own fees get paid late. It sounds small, but for accounting firms it repeats every week. The custom booking system takes it over.
What it looks like in practice
Picture a small accounting firm with around 80 monthly clients. A client picks a meeting on your own booking page, pays a deposit through Stripe, and gets a confirmation. You see the day's meetings in the admin view, set up around how you actually work.
How it works for accountants
Once the custom booking system is running for a small accounting firm with around 80 monthly clients, this is the sequence.
- We map how meetings work for you: rules, durations, staff.
- I build the booking page and admin view.
- Payments or deposits connect to Stripe.
- Confirmations and reminders are built in.
- You get it deployed and own the code.
Tools it connects to
You keep working in Calendly, Stripe and Outlook. The custom booking system sits alongside, built with Next.js, Supabase and Twilio.
Questions from accounting firms
Does the custom booking system work with Calendly?
Often, yes. Before building the custom booking system I check your Calendly account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the custom booking system, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The custom booking system sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built