Survive the tax-season rush with online booking, keep client documents moving with automatic reminders, and give every associate a clear calendar — all in one place.
For a CA firm, the calendar isn’t evenly spread across the year — it spikes hard around filing deadlines and then settles. When the tax-season rush hits, your phone doesn’t stop and clients all want a slot at once. PracticeOak is appointment software for chartered accountants that lets clients book meetings online, so your team isn’t buried in scheduling calls exactly when it’s busiest.
Set up the meeting types your firm offers — a tax-planning session, a return-filing appointment, a GST review, an audit discussion — each with the right duration. Clients pick from the times you’ve made available, and the appointment lands on the right associate’s calendar. Everyone in the firm can see the day at a glance instead of juggling separate diaries.
The other constant in CA work is chasing documents. PracticeOak’s automatic WhatsApp and email reminders don’t just remind clients about the meeting — used well, they’re a nudge to bring the paperwork, so appointments are productive instead of turning into a request to “please send it later”.
Everyone needs you at once near deadlines. Online booking spreads demand across your real availability without a single scheduling call.
Meetings stall when documents are missing. Reminders before each appointment prompt clients to come ready, so time isn’t wasted.
Fragmented calendars cause double-bookings. Give each associate a shared, role-based calendar the whole firm can see.
Clients self-book meetings from your available slots, so demand around deadlines doesn’t translate into non-stop phone calls.
On Pro and Business plans, automatic WhatsApp and email reminders keep clients on top of appointments and the paperwork they need to bring.
Create distinct meeting types — tax planning, filing, GST, audit — each with its own length, so the right amount of time is always blocked.
Add associates and staff with role-based access (up to 10 seats on Business) and route each booking to the right person.
Share a branded booking link or embed it on your firm’s website so clients book in seconds — no code, no back-and-forth.
Mehta & Sons
Return filing · 9:30 AM
Kiran Rao
GST review · 12:00 PM
Sunrise Pvt Ltd
Audit discussion · 4:00 PM
Yes — that’s exactly when it earns its keep. Instead of fielding a flood of calls, clients book their own slots from your available times, spreading demand across your real capacity and freeing your team to do the work.
On the Pro and Business plans, clients automatically receive appointment reminders on WhatsApp and email. Many firms use the appointment details and notes to prompt clients about the documents they need to bring, so meetings stay productive.
Yes. Paid plans include staff seats — 1 on Starter, 3 on Pro, and 10 on Business — each with role-based access, so associates work from one shared, conflict-free calendar.
Yes. The Free plan is free forever with up to 30 appointments a month and your own booking page, so you can test it with a few clients before rolling it out across the firm.
You can display a fee for each meeting type on your booking page. PracticeOak shows the fee for transparency; it does not currently collect payment from clients at the time of booking.
Free forever plan. No credit card required.
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