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Consultation booking built for accountants and tax pros

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

No-show protection Online deposits SMS reminders Privacy controls built in Bill in your currency

Consultation scheduling

Clients book intake calls, tax appointments, and reviews online — around your real availability, with no phone tag.

Intake forms before the meeting

Collect filing status, business type, or document checklists at booking, so the appointment starts with the details already in hand.

Deposits for tax-season slots

Require a deposit for peak-season appointments so a no-show during your busiest weeks doesn't cost you the slot.

Everything you need, out of the box

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

Built around verifiable signals, not placeholder testimonials

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

Your currency, your tax rate, your language.

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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