Protect your tax season calendar from no-shows.
During peak tax planning and audit cycles, every canceled slot is lost revenue that can never be recovered. Letlify helps CPAs, fractional CFOs, and tax planners secure commitment with upfront deposits and automated client scheduling.
Down from 22% industry baseline
Through structured package pricing
Automated reminders & calendar sync
Direct merchant balance settlement
How clients book with you in Accounting & CPAs
Test the live client booking flow below. Notice how duration tiers and upfront deposit calculations update in real time.
The old way vs. The Letlify way
See how Letlify solves the biggest scheduling breakdowns specific to Accounting & Tax Advisory.
Clients schedule multiple tax consultations across different accountants and fail to show up.
A mandatory upfront booking deposit ensures clients only book slots they intend to honor.
Chasing unpaid invoices for quarterly tax estimations and fractional CFO advisory sessions.
Automate upfront checkout so service fees or deposits are collected before work begins.
Overwhelming seasonal surge in scheduling emails and spreadsheet time tracking.
Provide a clean branded Account where clients choose tax packages, durations, and book their time.
Features built specifically for Accounting & CPAs
Everything you need to run a high-ticket, conflict-free booking operation.
Tax Season Slot Reservations
Set custom deposit policies and premium rates for high-demand January–April filing time slots.
Tiered Package & Hourly Durations
Offer 30-minute quick reviews, 90-minute tax planning deep-dives, or multi-session fractional CFO retainers.
Automated Reminders & Notes
Send clients automated email confirmations with document checklist prompts before their scheduled consultation.
Direct Bank Settlement
Collect upfront funds into your Letlify merchant balance and withdraw to your business bank account instantly.
Sarah Chen, CPA
Founder & Principal • Apex Tax & Wealth Advisory
“Letlify transformed our Q1 tax season. We required a ₦50,000 deposit for all new client tax planning reviews, resulting in a 100% attendance rate and zero unbilled calendar gaps.”