AI by industry · Accounting firms
Online booking for accounting firms
Accounting firms juggle meeting types: a short intro call, a tax prep appointment, a year-end planning session, an IRS notice review. A booking tool built for your firm offers the right length with the right person, asks for the documents beforehand, and reshuffles around busy season blackout dates.
Map your firm: see what could run on its own
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Match the meeting to the person
New business advice goes to a partner. Individual returns go to a preparer. A good tool routes by what the client says they need.
If a client picks the wrong type, a first question such as “Is this for a business or for personal taxes” steers them to the right person.
Collect before the meeting
The booking form can ask for entity type, prior year return and the question on their mind, so the meeting does not start with the basics.
Add a field for uploading the prior-year return, so the preparer can look before the meeting.
Protect your peak weeks
Close slots near filing deadlines, cap how many meetings a day each person takes, and keep the calendar honest.
If a deadline is close, the page can say so and offer an extension conversation instead of a normal slot.
Picture this
Examples of what it can look like in a accounting firm. Illustrations, not clients.
A new LLC owner books an intro call and answers four questions that tell you how to prepare.
A couple picks an in-person review. The confirmation lists what to bring, and a reminder goes out the day before.
During the last week before a deadline, the booking page only offers phone calls.
Map your firm in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Can clients reschedule themselves?
Yes, within rules you set, such as no changes on the same day.
Does it work with remote meetings?
Yes. It can add a video link to each confirmation.
Can it handle drop-off appointments?
Yes. A short slot for dropping off or signing can be its own meeting type, with a reminder to bring ID and signature pages.
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