AI Scheduling for Accountants
Survive tax season without drowning in scheduling
During peak season, every minute matters. Carly keeps your client meetings organized so you can focus on the numbers.
Try Carly Free →No credit card required. Set up in 2 minutes.
Scheduling problems accountants know too well
Tax season meeting avalanche
You need to meet with dozens of clients in a compressed window. Carly schedules them efficiently to maximize your billable time.
Clients are slow to schedule and show up
Many clients procrastinate on scheduling tax prep meetings. Carly follows up proactively to get them on the calendar.
Different meeting lengths for different services
Tax prep takes 1 hour, advisory calls take 30 min, audits take half a day. Carly knows the difference and schedules accordingly.
See Carly in action
An accountant needs to schedule tax season meetings with clients
Carly, I need to schedule tax prep meetings with my client list for February and March. Each meeting is 1 hour. Max 4 per day.
I'll send scheduling outreach to each client on your list, offering time slots across February and March with a max of 4 meetings per day. I'll space them with 30-min buffers. Want me to start with your highest-priority clients first?
Meetings Carly handles for accountants
Accountants who use Carly save 8-12 hours per week during tax season on scheduling.
Works with the tools you already use
Carly connects to Google Calendar and Outlook natively. It coordinates meetings with anyone, regardless of what calendar system they use.
Ready to reclaim your calendar?
Join thousands of accountants who use Carly to automate scheduling.
Get Carly Today →Frequently asked questions
How does Carly help accountants during tax season?
Carly automates the scheduling of tax preparation meetings, advisory calls, and reviews. It can send batch scheduling outreach to your entire client list and manage the back-and-forth coordination.
Can Carly enforce meeting limits per day?
Yes. Set your maximum meetings per day and Carly will never exceed that limit, even during peak season.
Does Carly handle different meeting durations?
Yes. Tell Carly the meeting type and it will schedule the appropriate duration — 30 minutes for a quick call, 1 hour for tax prep, 2 hours for audit planning.
Can Carly follow up with clients who haven't scheduled?
Yes. Carly can send follow-up reminders to clients who haven't responded to scheduling outreach.
Is my clients' financial information secure?
Carly only handles scheduling logistics. It never accesses or stores financial records, tax documents, or sensitive client data.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool