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Booking software for Accountants
The filing season fills the diary from December to January, the first start-up meeting is usually free, and the quarterly review works perfectly well by video.
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The challenges facing accountants
December and January fill the diary
Two months carrying half the year's appointments. Anything not settled by November gets booked on the phone, in a rush, and spills over everything else.
The first start-up meeting is free
It is the meeting that brings a client for ten years, and it is the one you lose by asking them to send an email. Free, short, bookable on its own online.
The quarterly review does not need a journey
An hour by video replaces half a day for the client and for the manager. The link just has to go out on its own.
The client wants their manager, not the firm
They have a contact, that person knows the file, and they do not want to explain their situation to somebody else. The diary has to let them choose.
The annual meeting rebooks year after year
The accounts meeting comes round on a date, and it gets lost every time you wait for the client to ring.
How Kagenda helps
The problem
December and January fill the diary
With Kagenda
Each service gets its own slots: some in the morning, others late in the day.
Hours per service
The problem
The first start-up meeting is free
With Kagenda
Clients book from your page, even while you are with someone else or closed.
24/7 online booking
The problem
The quarterly review does not need a journey
With Kagenda
Confirmed, moved or cancelled — both you and the client are told.
Email notifications
The problem
The client wants their manager, not the firm
With Kagenda
Every session in one place, by day, week or month.
One central calendar
The problem
The annual meeting rebooks year after year
With Kagenda
Book a whole course of sessions at once, one after another.
Recurring appointments
The features that matter to you
24/7 online booking
Clients book from your page, even while you are with someone else or closed.
One central calendar
Every session in one place, by day, week or month.
Recurring appointments
Book a whole course of sessions at once, one after another.
Custom fields
Ask your questions at booking time: reason, history, expectations.
Email notifications
Confirmed, moved or cancelled — both you and the client are told.
Client records
History, preferences and follow-up notes gathered on one record per client.
Hours per service
Each service gets its own slots: some in the morning, others late in the day.
Calendar sync
Your bookings and your personal calendar stay in step, both ways.
Practical guide: Accountants
- Open booking for accounts meetings from September, with a wide horizon. What is booked in October is not negotiated in January.
- The company formation meeting as a free thirty-minute service, at the top of the page.
- Two services, "by video" and "at the office", with their own slots. The video link goes out in the confirmation.
- One diary per manager: the client books with theirs.
- The quarterly review on recurrence: four dates booked at once, movable one by one.
- A "nature of the query and client reference" field: the manager prepares beforehand instead of discovering during.
Frequently asked questions
How much does an accountant cost in the UK?
Around £300 to £900 a year for a sole trader's accounts and tax return, £900 to £2,500 for a small limited company including payroll and VAT, and £60 to £180 an hour for advisory work. Set your own prices.
Who can do a company's accounts in the UK?
Almost anyone, and that genuinely surprises people from countries with a chartered monopoly. "Accountant" is not a protected title: no qualification is required to prepare accounts, file tax returns or call yourself one. Two things are restricted. Statutory audit is reserved to registered auditors under the Companies Act 2006, and insolvency work to licensed insolvency practitioners. And one thing is compulsory: anyone providing accountancy or tax services by way of business must be supervised for anti-money laundering purposes, either through a professional body such as the ICAEW, ACCA, CIMA or AAT, or directly by HMRC — trading unsupervised is a criminal offence. Chartered status is voluntary but is what clients, banks and professional indemnity insurers look for.
Can I give each manager a diary?
Yes, all visible in one place.
Can I offer a free first meeting?
Yes, as a £0 service, bookable on its own.
Can I meet clients by video?
Yes, as a separate service. The link is created automatically.
How do I rebook each client's quarterly reviews?
With recurring bookings: four dates at once, movable one by one.
Ready to simplify your bookings?
Create your account in minutes and let your clients book online starting today.
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