📊

Accountant Booking System

Let clients book tax prep sessions, financial reviews, and advisory meetings online. Show your services, seasonal availability, and collect documents before the appointment.

Features designed for accountant businesses

Service type selection

Offer tax preparation, bookkeeping reviews, financial planning, and audit consultations with clear pricing.

Seasonal availability management

Adjust your calendar for tax season, quarter-end, and year-end when demand peaks.

Document upload at booking

Let clients upload tax documents, financial statements, and receipts before their appointment.

Recurring quarterly reviews

Set up automatic quarterly or annual review appointments so clients never miss a financial check-in.

Perfect for

  • Independent CPAs and tax preparers
  • Accounting firms and bookkeeping services
  • Financial advisors and planners

Frequently Asked Questions

Is Addagio HIPAA compliant for dental practices?

Addagio handles appointment scheduling and basic contact information. For full HIPAA compliance with health records, we recommend integrating with your existing practice management software. Addagio focuses on the booking experience — not clinical records.

What dental appointment types does it support?

The dental template supports all common appointment types: checkups and cleanings, whitening, fillings, consultations (Invisalign, implants), and emergency visits. Each has configurable duration and pricing.

How much does Addagio cost?

Addagio offers two plans: Pay Per Booking at 5% per transaction (no monthly fee), or a Pro Subscription at $29/month with 0% commission. Both include all 27+ premium templates, unlimited bookings, and full customization. There's a free 14-day trial with no credit card required.

How long does it take to set up a booking page?

You can create a fully functional, branded booking page in under 5 minutes. Simply sign up, choose your industry template, add your services and staff, and share your booking link or QR code. No coding or technical skills required.

Can I use my own domain name?

Yes! Pro Subscription users can connect their own custom domain (e.g., book.yourbusiness.com). All plans include a free addagio.io subdomain (e.g., addagio.io/book/your-business).

How is Addagio different from Airbnb, Mindbody, or Fresha?

Unlike marketplace platforms that charge 15-20% commission and own your customer relationship, Addagio gives you a branded, direct booking page. You keep your customers, your data, and up to 95% of your revenue. Plus, Addagio works for both service businesses and vacation rentals.

Does Addagio handle payments?

Yes. Addagio integrates with Stripe for secure payment processing. Customers can pay by credit card, Apple Pay, or Google Pay. Funds are deposited directly to your bank account.

Can my customers book without creating an account?

Yes. Addagio supports guest checkout — your customers can book and pay without signing up for anything. They just enter their name, email, and phone number.

Simple, transparent pricing

Start free with a 5% fee per booking — no monthly commitment. Or upgrade to the $29/month plan and pay 0% per booking. No hidden fees, no contracts, cancel anytime.

See it in action

Preview the accountant booking template and set up your page in under 5 minutes.