Online booking for CPA firms
Book tax-prep and advisory meetings without a phone call.
A chat that knows your deadlines and books the right meeting.
Included in AxeonCORE · From $799/mo· $0 to start. Nothing due until it's working.
The question
“Can I still get my return done before April 15?”
- Shares your intake cut-off dates and books a tax-prep appointment
- Points business owners to an advisory meeting
- No documents or Social Security numbers through the chat
How it works
Three steps, then it runs.
- 1You approve answers, deadlines and services
- 2The chat books the right meeting type
- 3Your team sees the booking and transcript
What you get
What’s included for accounting & CPA firms
- A chat trained on your services and deadlines
- Separate booking for tax prep and advisory
- Your intake cut-off dates, every season
- A hand-off to your team for anything specific
- No documents or Social Security numbers in chat
- Transcripts in your inbox
FAQ
Questions from accounting & CPA firms
No. It explains your services and deadlines and books a meeting. Tax questions go to your team.
It can book an extension appointment once your cut-off passes, using the wording you approve.
No. It points them to your secure portal.
Yes, 12 months, with $0 setup (normally $3,000) and the first payment when you're live. Then month-to-month. Want month-to-month from day one? Pay the $3,000 upfront.
90-Day Performance Commitment
Is your specialty still open in your area?
Live in 30 days. Every inquiry answered in 60 seconds. Or you walk away.
Included with AxeonCORE and AxeonGROWTH and written into your agreement.