Our scheduling is too complicated to automate.

The rules are set up around how you actually run the day — job types, travel, who can do what. It is not a generic calendar link. If a job genuinely needs your judgement, it comes to you instead of booking.

Our clients expect a professional relationship, not automation.

They expect a reply. Automation covers the enquiry, the booking and the reminder — the advice and the relationship stay entirely yours, with more time for both.

Can it handle confidential information?

It captures contact details and the nature of the enquiry, then books. Financial detail is exchanged through your existing secure channels, not the chat.

Accountants · STN 03 — Book

Booked
while you work.

Enquiries concentrate around tax time, exactly when the practice is least able to answer the phone. Qualified enquiries land in your calendar. No phone tag, no back and forth. Without it, three phone calls to agree a time, and the customer books elsewhere during the second one — and for accounting practices, bookkeepers and tax agents, that adds up to $35,600 a year.

Book the leak audit

free leak audit · 10 minutes · no login

What it is costing now

~~$35,600~~

a year for accounting practices, bookkeepers and tax agents. Struck through because it is recoverable.

Based on 3 unanswered enquiries a month at $2,200 average engagement value, of which 45% would have converted. Your leak audit uses your numbers, not these.

What changes

Qualified enquiries land in your calendar. No phone tag, no back and forth.

Enquiries are offered real times from your live calendar and book themselves in. Availability rules are yours — travel time, job types, which days take which work, who is qualified for what — so the diary fills the way you would have filled it. On the line this sits at station 3, book — the point where enquiries either turn into engagements or quietly stop. A proposal sent in the busy weeks is rarely followed up, and an unanswered proposal is a lost annual client.

The board — Accountants — book station

RUNNING

Mon 8:40New client — small business taxWeb formConsult booked
Mon 18:12Missed call — BAS questionMissed callCallback booked
ThuProposal #88 — advisory, $4,800/yrDay-5 chaseSigned
06:00Shift summary → partner's phoneReport2 engagements signed

How it runs

What straight-to-calendar booking changes for accountants

01
It offers real times
From your live calendar, with your travel and buffer rules already applied.
02
They pick one
In the same conversation they are already in — no link to a separate system, no login.
03
It is confirmed
Confirmation to them, the slot on your calendar, the details in the thread.
04
It protects the day
No double bookings, no jobs stacked on opposite sides of town.

Straight answers

Straight-to-calendar booking for accounting & bookkeeping — questions people ask

Our scheduling is too complicated to automate.: The rules are set up around how you actually run the day — job types, travel, who can do what. It is not a generic calendar link. If a job genuinely needs your judgement, it comes to you instead of booking.
Our clients expect a professional relationship, not automation.: They expect a reply. Automation covers the enquiry, the booking and the reminder — the advice and the relationship stay entirely yours, with more time for both.
Can it handle confidential information?: It captures contact details and the nature of the enquiry, then books. Financial detail is exchanged through your existing secure channels, not the chat.

Same trade

Everything else that runs on a accountant line

Same station

Straight-to-calendar booking in other trades

Accountants · Calendar booking

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.