Flo for Accountants & Tax Advisers

Ditch the phone-tag. Let clients book their own appointment.

Tax season, year-end reviews, one-off queries — each service gets its own booking type with its own duration, price, and intake questions. Clients book when it suits them. You show up prepared.

No credit card required. Free plan includes 20 bookings/month.

One booking link. Every client channel.

📅

Calendar sync

Connect Google or Outlook. Clients only see slots you're genuinely free — even during your busiest periods.

📋

Per-service intake forms

Ask clients for their company number, UTR, or specific query before the meeting. Arrive already briefed.

🔔

Automated reminders

Email and SMS reminders fire automatically. Clients who confirm in advance are clients who turn up.

🎥

Video rooms — no download

Browser-based video calls. Clients never need to install anything — just click the link in their confirmation.

💷

Fee collection at booking

Take a deposit or full fee upfront via Stripe. Reduces last-minute cancellations. Requires a Stripe account.

🌐

Website widget

Add a "Book an appointment" button to your firm's website with one line of code.

What's available today

Online booking page with shareable link
Google Calendar and Outlook sync
Browser-based video rooms (no app required)
Email reminders — automated
SMS reminders — Starter plan and above
Deposit or full payment collection via Stripe (requires setup)
Custom intake questions on booking forms
WhatsApp auto-reply — Pro plan, requires Meta BSP setup
AI meeting transcription — in development
Facebook / Instagram booking — in development

Start taking bookings in 5 minutes

Free for 20 bookings/month. No setup fee. No contract.

Create your free account →