Calendly

Calendly is a scheduling automation platform that lets clients and prospects self-book appointments by selecting from available time slots. It syncs with Google Calendar, Outlook, and iCloud, and integrates with Zoom, Microsoft Teams, and CRM platforms.

Accounting firms use Calendly to let clients schedule consultations, tax preparation appointments, and advisory sessions without back-and-forth emails. The platform supports multiple meeting types, round-robin assignment across team members, buffer times between appointments, and automated reminders to reduce no-shows.

Calendly is not accounting-specific — it is used across industries. It competes with Acuity Scheduling and is best suited for firms that want a clean, self-service booking experience. Firms that need intake forms, payment collection, or deeper customisation at the point of booking may prefer Acuity instead.