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Best accountant booking software to grow your business

Smart scheduling, seamless payments, and automated reminders — built to keep your calendar full and customers coming back.

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Your Accountant Business
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This Week £2,450
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Everything you need to run your accountant business

Packed with powerful tools to grow your revenue, streamline your bookings, and boost client retention.

Service-led booking (Self Assessment, VAT, Payroll)

Clients book the correct appointment type with the right duration: tax return review, VAT check, payroll onboarding, year-end accounts meeting, bookkeeping catch-up, or a quick advisory call. You control availability per service so deadline work doesn’t swallow everything else.

Pre-appointment document checklist

Add required items per job: P60/P45, dividend vouchers, CIS statements, bank feeds, sales invoices, expense receipts, prior-year accounts. Clients get prompted before confirming, so you’re not starting every meeting by chasing basics.

Urgent slot triage for HMRC/Companies House issues

Keep a small number of “urgent” slots for time-sensitive problems like HMRC notices, missed VAT filings, payroll errors or UTR issues. Clients answer a few questions at booking so you can decide whether it’s a quick fix or needs a longer appointment.

Automatic reminders that reduce no-shows

Send confirmations and reminders that include what to bring, what to upload, and how the meeting works (phone/video/in-person). It cuts the classic ‘I forgot’ no-show and reduces last-minute reschedules during your busiest weeks.

Payments and deposits for fixed-fee work

Take a deposit or full payment at booking for one-off jobs like self assessment returns, company accounts, or bookkeeping clean-ups. It filters out time-wasters and gives you permission to start work without wondering if you’ll be paid.

Multi-staff diary for partners and bookkeepers

Route payroll queries to the payroll lead, bookkeeping catch-up to the bookkeeper, and advisory work to a partner. Clients see the right availability without phoning reception, and you avoid two people promising the same slot.

The challenges every accountant faces

Deadline-driven demand spikes

January self assessment, VAT quarters, payroll cut-offs and year-end accounts create predictable surges. The problem is the surge arrives with panicked clients who all want “a quick chat” today. Without structured booking, you spend hours triaging calls instead of doing chargeable work.

Wrong appointment type wastes your day

A 15-minute VAT query booked into an hour slot, or a year-end accounts review squeezed into half an hour, wrecks the rest of the diary. Many clients don’t know what they need, so they book the wrong thing unless the booking flow guides them properly.

Missing records and last-minute paperwork

Chasing bank statements, P60s, CIS vouchers, invoices and bookkeeping exports is the hidden time sink. If you only find out what’s missing when the client turns up, the meeting becomes a rebooking exercise. You need document prompts before the appointment.

Fee queries, deposits and slow payers

Clients often expect work to start immediately but delay paying, especially for one-off tax returns and catch-up bookkeeping. If booking doesn’t set expectations around fees, scope and payment timing, you end up doing admin and awkward chasing instead of closing the job.

✓ We solve this

One platform for everything

  • 24/7 online booking
  • Automated reminders
  • Instant payments
  • No more double-bookings
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Built for real accountant workflows

A typical day in a small UK practice starts with scanning what’s on fire: payroll cut-off, VAT submissions due, and a couple of clients who’ve replied overnight with “can we talk today?”. Then the diary begins: a year-end accounts review at 9:30, a payroll onboarding call at 11:00, and a VAT query after lunch. In between, you’re answering emails about missing records, fee questions, and HMRC lette...

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What we help with

  • January self assessment week turning into a phone queue you can’t answer
  • Clients booking “a quick chat” that turns into an hour of untangling records
  • Turning up to meetings without bank statements, P60s or bookkeeping exports
  • Double-bookings when a payroll issue overruns and knocks the diary out
  • Doing the work, then spending weeks chasing payment for one-off returns
Accountant Business Mobile App

Manage Your Accountant Business
From Anywhere

Download the iBookFast Provider app and manage your accountant bookings on the go. Accept appointments, chat with clients, track earnings – all from your phone.

Real-Time Accountant Bookings Accept accountant bookings, confirm or reschedule instantly
Live Chat Message your accountant clients directly
Push Notifications Never miss a accountant booking or enquiry
Business Analytics Track your accountant business earnings
Team Management Manage your accountant team schedules
Review Management Respond to accountant service reviews
Download on the App Store
Get it on Google Play

Free to download. Requires a iBookFast provider account.

Quick Setup

Get started in 3 simple steps

Your accountant business accepting bookings in under 5 minutes

1

List your real-world services and durations

Add appointment types like self assessment review, VAT check, payroll onboarding, year-end accounts meeting, bookkeeping catch-up and advisory calls. Set realistic durations and buffer time for prep, so you’re not running late all day.

2

Add intake questions and document requests

Set prompts for what you need before the slot: UTR, prior-year figures, P60/P11D, dividend details, CIS vouchers, bank statements, Xero/QuickBooks access. Clients can’t “book blind”, which cuts rework and rebookings.

3

Choose how you take fees and start taking bookings

Decide which services need a deposit (fixed-fee tax returns, catch-up bookkeeping) and which are invoice-after (ongoing clients). Share your booking link in emails, on your website and in engagement letters so clients book without ringing the office.

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Simple Pricing

Choose the Perfect Plan for Your Business

Start free and scale as you grow. No hidden fees, cancel anytime.

Starter

Perfect for getting started with your first listing

Free
  • 0% platform commission
  • Free Listing
  • Email Notifications
  • Unlimited Services
Get Started Free

Pro

Great for growing businesses with multiple services

£ 14 /month
  • Up to 5 team members
  • 0% platform commission
  • Up to 5 staff members
  • Custom subdomain
  • Embed Widgets
  • Group Bookings
  • 30-day free trial
Start 30-Day Free Trial

30-day free trial, no card required

Premium

Best for established businesses ready to scale

£ 29 /month
  • Up to 15 team members
  • 0% platform commission
  • Up to 15 staff members
  • Custom subdomain
  • Embed Widgets
  • Group Bookings
  • 30-day free trial
Start 30-Day Free Trial

30-day free trial, no card required

Secure Payments
Cancel Anytime
24/7 Support
No Hidden Fees

Save 10+ Hours Weekly

Automate scheduling and spend more time on what you do best

Increase Revenue by 40%

Fill more slots and reduce no-shows with automated reminders

Happier Clients

Provide a modern booking experience your clients will love

FAQ

Questions? Answers.

Everything you need to know about our accountant booking system.

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Can I handle urgent HMRC or Companies House issues without wrecking my diary?

Yes. You can keep a small number of “urgent” slots and limit how far ahead they can be booked. The client answers a few questions at booking (what notice they’ve received, deadline date, UTR/company number) so you can triage properly. If it needs more time, you can convert it into a longer appointment before it hits your calendar.

What appointment types do UK accountants usually set up?

Most practices create separate services for self assessment tax returns, year-end accounts reviews, VAT return checks, payroll setup/runs, bookkeeping catch-up, and ad-hoc advisory calls. Each service gets its own duration, lead time, and required information. That stops a complex job being booked into a short slot.

When should I take payment — at booking or after the work is done?

For fixed-fee, one-off work (self assessment returns, company accounts for new clients, bookkeeping clean-ups), taking a deposit or full payment at booking reduces cancellations and slow payers. For monthly clients on standing order or direct debit, you can keep booking separate and invoice as normal. The key is matching payment timing to the risk of no-show and non-payment.

How does this help during January self assessment season?

You can restrict availability to the services you’re prioritising, extend working hours temporarily, and add extra reminder messages about document deadlines. Clients are guided into the right slot and told exactly what to upload before they arrive. That reduces last-minute chaos and cuts the number of appointments that achieve nothing.

Can multiple staff use the system for payroll, bookkeeping and advisory?

Yes. You can set separate calendars for partners, managers, payroll staff and bookkeepers, with different services assigned to each role. Clients only see the relevant availability, so payroll queries don’t land in a partner’s diary. It also helps when you’re covering holidays or reallocating work during peak periods.

Will it help turn enquiries into booked consultations?

It does, because you can send a single booking link straight after an enquiry instead of trying to coordinate times by email. You can also offer a short paid discovery call for new limited company owners or tax planning queries. When the fee and scope are clear upfront, you get fewer time-wasters and more committed bookings.

How are clients kept informed about what to bring and what happens next?

Confirmations and reminders can include a checklist (bank statements, P60s, VAT reports), meeting format (phone/video/in-person), and what you’ll cover. You can also add notes about turnaround times and next steps after the appointment. It cuts the “what do you need from me?” messages that fill your inbox.

Can I vary pricing for different job sizes, like payroll headcount or catch-up bookkeeping months?

Yes. You can set different services for different bands (e.g., payroll up to 5 employees, 6–20, 21+) or offer add-ons like “extra director” or “additional VAT quarter”. For catch-up bookkeeping, you can price by the number of months or complexity. That keeps pricing fair without rewriting quotes for every booking.

0% Commission

Keep 100% of your earnings

70% Less No-Shows

Automated reminders

24/7 Booking

Accept bookings anytime

Instant Payments

Get paid upfront

Why iBookFast for your accountant business?

Accountancy work isn’t “one appointment fits all”. A client might want a 15-minute chat about a VAT flat rate issue, but the next booking is a full year-end accounts meeting that needs prep time, a checklist of records, and a clear agenda. If the diary is managed by phone calls and email threads, you spend your best hours acting like a receptionist. The pressure points are predictable. January br...

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Get Your Diary Under Control Before the Next Deadline Hits

Let clients book tax, VAT and payroll appointments online — with 0% commission and fewer wasted meetings.

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