What you get: Smart routing
Match clients to the right pro based on service type and availability.
Product
Bookings & Calendar
Self-serve bookings with intake, reminders, and team routing for tax and accounting engagements.
What you get: Reminders that stick
SMS/email reminders with reschedule flows and timezone awareness.
What you get: Integrated intake
Collect documents and notes before the meeting to speed up delivery.
Who it’s for
- Front-office teams scheduling tax and accounting work
- Practitioners who need prep docs before meetings
- Ops managers who want no-show reduction with reminders