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Best tax advisor 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 Tax Advisor Business
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Everything you need to run your tax advisor business

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

Consult vs Compliance Appointment Types

Set distinct bookings for Self Assessment review, tax return completion, Corporation Tax planning, VAT query, or HMRC letter response — each with the right length, prep requirements, and fee. Clients stop picking “any time” and you stop guessing what’s actually needed.

Urgent HMRC Slot Rules

Keep a small number of controlled “urgent” slots for HMRC deadlines, penalties, and compliance letters, without wrecking the rest of the week. Add cut-offs, buffer time, and approval-only booking when you need to screen the request first.

Pre-Call Intake for Records and Context

Collect the essentials at booking: UTR, company number, tax year, income sources, VAT scheme, and what’s changed since last year. Ask for specific documents so you’re not starting every call by rebuilding the fact-find from scratch.

Fee Upfront, Deposit Options, and No-Show Protection

Take payment when clients book chargeable advice, or request a deposit for longer sessions. It cuts down “just browsing” bookings and gives you a clear line between free admin queries and paid tax advice.

Deadline-Aware Scheduling and Buffers

Build realistic time into the diary for review, drafting, client queries, and filing — not just meetings. Add buffers so a complex call doesn’t collide with the next appointment, and protect deep-work blocks for return prep and computations.

Client Reminders That Reduce Chasing

Automated reminders prompt clients to send bank interest, pension statements, SA302 requests, or bookkeeping exports before the appointment. Fewer reschedules, fewer “I’ll email it later” promises, and fewer half-finished returns waiting for one missing figure.

The challenges every tax advisor faces

Deadline Pressure and Last-Minute Panics

Self Assessment season, VAT quarters, payroll year-end, and Corporation Tax deadlines create predictable surges — but the work lands unpredictably. Clients leave it late, then expect immediate slots. Without controlled booking rules, you either overpromise or sacrifice existing client work to squeeze them in.

“Quick Question” Calls That Turn Into Consultations

Tax clients rarely describe the job correctly. A “five-minute” question can become a full review of dividends, expenses, and employment income. If you don’t separate triage calls from chargeable advice sessions, your diary fills with unpaid time and you end up doing technical work out of hours.

Missing Records, Wrong Information, and Rework

Appointments fail when clients turn up without P60s, dividend vouchers, CIS statements, or bookkeeping exports. You spend the meeting chasing basics, then rescheduling. A booking process that collects key info and prompts uploads ahead of time reduces wasted slots and repeated calls.

Fee Sensitivity and Payment Timing

Some clients expect free advice, others want a fixed price, and complex cases need a scoping call first. If payment is left until after the meeting, you risk delays, disputes, and awkward chasing. Taking deposits or full fees at booking sets expectations early.

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One platform for everything

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

A typical day in practice starts with checking what’s landed overnight: clients forwarding HMRC letters, a director asking about extracting profits, and someone panicking because they’ve lost their Government Gateway login. You’ve then got a mix of booked work — a 30-minute tax planning call, a 60-minute Self Assessment review, and a longer session for a small limited company needing a Corporation...

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What we help with

  • Clients ringing while you’re in a meeting and expecting same-day advice
  • January diary chaos from vague “tax return help” bookings that overrun
  • Appointments wasted because clients don’t have P60s, CIS, or dividend records
  • Unpaid consult time from “quick questions” that turn into full reviews
  • Chasing fees after advice calls and dealing with payment disputes
Tax Advisor Business Mobile App

Manage Your Tax Advisor Business
From Anywhere

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

Real-Time Tax Advisor Bookings Accept tax advisor bookings, confirm or reschedule instantly
Live Chat Message your tax advisor clients directly
Push Notifications Never miss a tax advisor booking or enquiry
Business Analytics Track your tax advisor business earnings
Team Management Manage your tax advisor team schedules
Review Management Respond to tax advisor service reviews
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Free to download. Requires a iBookFast provider account.

Quick Setup

Get started in 3 simple steps

Your tax advisor business accepting bookings in under 5 minutes

1

List Your Tax Services as Real Appointment Types

Create separate bookings for Self Assessment review, tax return completion, Corporation Tax planning, VAT support, and HMRC letter response. Set sensible durations, prep notes, and whether the slot is advice-only, compliance work, or a triage call.

2

Add Intake Questions and Document Prompts

Ask for the tax year, income sources (PAYE, self-employed, rental, dividends), UTR/company number, and what’s changed. Prompt clients to upload or bring the right records so you can actually progress the work in the first meeting.

3

Set Fees, Deposits, and Your Busy-Season Rules

Choose which appointments require payment upfront, where a deposit is enough, and when bookings need approval (urgent HMRC cases, complex matters). Add buffers and limit last-minute bookings during peak Self Assessment and year-end periods.

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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
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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
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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
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Secure Payments
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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 tax advisor booking system.

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How do you handle urgent HMRC letters and penalty notices without blowing up the diary?

Set an “HMRC urgent” appointment type with limited daily availability and tighter rules, so you’re not accepting unlimited last-minute calls. You can require a short intake (what letter, what deadline, what tax year) and request the client uploads the letter before confirming. That way you can triage quickly and decide whether it’s a quick response, a paid advice session, or a longer compliance job.

What appointment types should a UK tax advisor offer for online booking?

Most firms do best with clear options like Self Assessment review, Self Assessment completion, Corporation Tax planning, VAT query/support, and HMRC letter response. If you also do bookkeeping or accounts, keep those separate so tax-only clients don’t book the wrong slot. The goal is to stop everything being booked as a generic “call” with no scope.

When should I take payment — at booking, after the call, or on completion of the return?

For advice sessions (planning, HMRC queries, “what should I do?” calls), taking payment at booking avoids awkward chasing and filters out time-wasters. For returns, many advisors take a deposit at booking or after an initial review, then the balance before filing. You can keep flexibility for long-standing clients while still protecting your time for new enquiries.

How does a booking system help during Self Assessment season in January?

January is less about getting more enquiries and more about controlling chaos. You can cap certain appointment types, enforce longer lead times, and keep protected blocks for drafting and filing. Automated reminders and document prompts reduce the number of appointments that turn into “we can’t do anything until you send X”.

Can I manage multiple advisors or a small team with different specialisms?

Yes — set each advisor’s availability and assign services to the right person, for example personal tax vs owner-managed business planning. You can also route urgent HMRC bookings to whoever has capacity that day. It prevents the common problem where every enquiry lands on one person’s diary because they’re the one who answers the phone.

How do I convert quote enquiries into booked tax work rather than endless emails?

Offer a paid scoping/triage call that can be booked immediately, with a clear fee that’s deductible from the final quote if you choose. Use the intake form to gather enough detail to price properly (income sources, number of properties, transactions, VAT scheme, etc.). It moves prospects from “can you give me a price?” to an actual scheduled step.

What client communication should be automated for tax appointments?

Confirmation messages should state what the appointment covers, what to prepare, and how fees work. Reminders should include a checklist (P60/P11D, bank interest, dividend vouchers, CIS, rental income/expenses, bookkeeping export) tailored to the booking type. Follow-ups can prompt outstanding documents so you’re not chasing the same information across multiple channels.

Can I offer fixed fees for some jobs but keep flexibility for complex cases?

In tax, fixed fees work well for clearly defined jobs, like a straightforward Self Assessment with limited income sources. For anything that can vary wildly (capital gains, multiple properties, foreign income, messy records), offer a paid review call first and then quote. Your booking options can reflect that split so clients don’t expect a complex case at a basic price.

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Why iBookFast for your tax advisor business?

Tax work isn’t like other appointment-based services where every job is the same length. A “tax return help” enquiry might be a straightforward PAYE return with a bit of bank interest — or it might involve property income, foreign dividends, capital gains, and a client who’s never kept records. If your booking process doesn’t control scope, you end up with the same problem every January: a diary f...

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Take Control of Your Tax Diary Before the Next Deadline Rush

Let clients book the right tax appointment, pay upfront, and send records early — with 0% commission on every booking.

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