Let clients book intake calls and tax appointments online, collect the details you need before the meeting starts, and stay full during tax season without a full-time scheduler.
Bill in your currency · No contracts · Cancel anytime
Clients book intake calls, tax appointments, and reviews online — around your real availability, with no phone tag.
Collect filing status, business type, or document checklists at booking, so the appointment starts with the details already in hand.
Require a deposit for peak-season appointments so a no-show during your busiest weeks doesn't cost you the slot.
Online booking for consultations and appointments
Custom intake forms for filing status and documents needed
Deposits and card-on-file for no-show protection
SMS and email reminders before every appointment
Client profiles with notes and appointment history
Manual approval or auto-confirm for new clients
Multiple staff with individual booking pages
Google Calendar sync
Cancellation policy with late-cancel fee
Bill in your own currency with tax fields
Privacy-conscious client data handling
Mobile app to manage bookings on the go
Trust foundation
Pulse uses real review requests after completed appointments, verified-business badges for identity-checked businesses, and public security and privacy pages so clients can evaluate the booking experience before they commit.
Built for service businesses worldwide
Charge in a supported currency, set your own tax rate and label (VAT/GST/sales tax), and work in English or French.
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