For accountants
Client enquiries for accountants, sorted before the first call.
New clients tell you whether they're an individual, sole trader or business, what they need and how big they are, then ask for a call-back. From Google, your website or a call you couldn't take.
No lock-in contract
Ledgerline Accounting
Step 1 of 4
Which best describes you?
Know who's calling before you call back
The form sorts individuals from businesses and asks only what fits, so the first call is about the work, not the basics.
What each booking arrives with
- Individual, sole trader or business
- Years in business and yearly turnover
- Team size
- Their goals, such as cash flow or paying less tax
- Name, mobile and email
Work they can ask about
- Tax returns
- Bookkeeping
- BAS and GST
- Business advice
- Payroll
- Setting up a business
- Self-managed super
Why accountants book with TapBook
Found on Google at tax time
When people search for an accountant near them, Book online on your Business Profile opens your form, so the enquiry comes to you instead of the next listing.
Book online on GoogleBetter first calls
Turnover, team size and the work they need arrive with the enquiry, so you know who should call back and what to ask.
The July rush, covered
When the phones run hot after 30 June, the 24/7 AI Agent answers in your practice's name and texts each caller your enquiry form.
After-hours answeringReminders before every appointment
Clients get a confirmation with Add to calendar, then a reminder the day before and an hour before, so appointments happen.
The booking page
Integrations
Bookings go onto your Google Calendar
Each booked meeting lands on your Google Calendar. Send bookings anywhere else through Zapier or Make, with webhooks.
Accountant FAQ
Yes. Your form starts as a call-back request. Change it to book a time and clients pick from the hours you open, with reminders before the appointment.
Whether they're an individual, sole trader or business, the work they need, their goals, how long they've been trading, their yearly turnover and team size, with their contact details.
Yes. Rename the services and options to fit your practice, such as BAS, payroll or bookkeeping, and the form asks only what you need.
No. You get a booking page to share as a link, and Book online on your Google Business Profile. If you have a site, add a Book online button that opens the form over the page.
Plans start from $169 a month, plus GST, with no lock-in contract. Every plan includes your booking page, Book online on Google and the Website button. See pricing.
TapBook for other industries
Turn missed calls into bookings.
Preview your booking pageJAX Tyres & Auto Narre Warren
Step 1 of 4