How secure is the scheduling system for sensitive financial data?

Our scheduling platform uses bank-grade encryption (AES-256) and is GDPR-compliant, ensuring your client financial data remains protected during scheduling. We never store sensitive financial information in the scheduling system.

Can it integrate with accounting software like QuickBooks or Xero?

Yes, we offer direct integrations with QuickBooks, Xero, and other major accounting platforms. Appointments sync with your accounting software to automatically create client records and track billable time.

How does it handle tax season scheduling spikes?

Our system automatically scales to handle high demand periods with queue management, extended hours scheduling, and overflow scheduling to associates. You can set different availability rules for tax season vs. off-season.

Can clients book appointments without back-and-forth emails?

Clients can self-schedule 24/7 through your personalized booking page, selecting from your available slots. The system automatically sends reminders and collects necessary tax documents in advance.

How does it handle multiple accountants in a firm?

Our team scheduling features allow you to manage multiple accountants' calendars in one system, with rules for specialization (tax vs. audit) and automatic routing to the right professional based on client needs.

Is it compliant with accountant-client confidentiality rules?

Yes, we're designed specifically for financial professionals with features like secure document exchange, encrypted chat, and automatic deletion of sensitive data after retention periods.

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GDPR compliant
Servers in Nuremberg
Made in Germany
Accessible

meetergo

Tax Advisors & Accountants

Appointment Scheduling Software for Accountants

Say goodbye to scheduling headaches during tax season.

Start for free Book a demo

Free forever
No credit card
Servers in Nuremberg

50,000+ customers

Sarah Nowakwith Thomas B. · Tue, 10:30 · Consultation 45 min

Appointment confirmed

Booked

Reminder by email and SMS

Advice_record_Nowak.pdfAES · legally valid

Sarah Nowakat 10:42Signed

Smarter appointment scheduling for busy accounting firms

Here are the top scheduling challenges accountants face:

Sarah Nowakwith Thomas B. · Tue, 10:30 · 45 min
Appointment confirmed
Booked
Reminder by email and SMS
Tax Season Scheduling Chaos
Managing hundreds of client appointments during tax season leads to double-bookings and missed deadlines.
Intake formfilled in beforehand, 4 min
- Contact details
- Request
- Documents uploaded
Client No-Shows & Reschedules
Clients forgetting meetings or needing last-minute changes results in lost productivity and revenue.
Invoice RE-2026-0142Nowak Beratung€1,190.00
Paid · StripePaid
Manual Calendar Management
Juggling multiple client calendars and accounting software leads to errors and wasted time.

Automate tax season with easy client bookings

Features designed specifically for accountants and tax professionals.

Tax Season Ready

Handle high appointment volumes during tax season with automated scheduling and reminders.

See how it works

Sarah Nowakwith Thomas B. · Tue, 10:30 · Consultation 45 min

Appointment confirmed

Booked

Reminder by email and SMS

Reminders

Confirmation by email · instantly
Reminder by email · 24 h before
SMS · 2 h before

Appointment attended

Signatures that arrive: without chasing clients

Clients sign right after booking, on their phone, legally binding under eIDAS, without a single printout or fax.

Sent automatically after every appointment
Clients sign in under 60 seconds
No paper chase, no follow-up calls

Learn more

Documents · Sarah N.Upload from the phone, no app

Existing policyreceived
ID cardreceived
Health detailsopen · reminded

Advice_record_Nowak.pdfAES · legally valid

Sarah Nowakat 10:42Signed

Secure Client Data

Bank-level encryption keeps sensitive financial information protected.

Security details

Data protection

Hosted in Nuremberg
ISO 27001 data centre (Hetzner)
DPA included
GDPR compliant

Thomas BrandtEU

Client Self-Scheduling

Let clients book their own appointments based on your availability, reducing back-and-forth emails.

Explore self-scheduling

Live in 30 seconds

Start for free

7 days, no credit card

Book a demo

One platform

More than scheduling

See all apps

Customers book, message you, sign and pay. Your team records its time. All in meetergo.

Customer voices

What customers say about meetergo

If you want a professional scheduling tool based in the EU and think Calendly is the only option, compare them both. My killer argument for meetergo is GDPR compliance, and the value for money beats Calendly too. With everything meetergo offers, I work in a completely different way than with a free calendar tool.
SStephan Behr
For my online client meetings in financial consulting, meetergo Connect is a real gamechanger. My clients join directly via the browser with no app download or registration, which is extremely easy even for less tech-savvy people. Seamless screensharing from my iPad lets me present in HD, and this GDPR-compliant tool noticeably simplifies my workday.
TTimFinanzberatung
As a self-employed advisor in finance, I switched from Calendly to meetergo: more modern, more precisely configurable and with more features. Reminding clients via WhatsApp, DocuSign, a meeting platform like Zoom, AI features and Typeform surveys, it is all included. A true all-in-one package and better than Calendly.
DDenizFinanzberatung

Matching plan

Which plan fits?

Suite fits when advice, documents, e-signature and invoice belong together. Letting clients book alone works with Light.

How appointment scheduling works for accountants

1Set up your booking pageCreate appointment types: initial consultation, annual statement, tax return, audit, with custom pre-questions and document requirements.
2Invite your clientsShare your booking link by email or on your website.
3Free up your firmYou receive all necessary documents in advance and can focus on advising.

Pricing

One price for the team

Light per person. Suite and Premium with 3 people included. AI comes with every plan.

How many are you?

Free
Try it out
€0a month
Up to 3 people
Free forever
Start for free
No credit card
Light
Clients book with you
€12.90a month
per person
€154.80 a year
Try for free
7 days, no credit card
Everything in Free, plus
- New in Light
- Mollie
For comparison: Calendly Teams €16 per person (Source)
Recommended for teams
For incoming enquiries
Suite
Every enquiry answered, through to the invoice
€79a month
3 people included
in the first year, then €99
Try for free
7 days, no credit card
Everything in Light, plus
For winning new customers
Premium
Win new customers. Under your brand
€149a month
3 people included
in the first year, then €179
Try for free
7 days, no credit card
Everything in Suite, plus
- To contacts who opted in

EnterpriseFrom 30 seats

Everything in Premium, on your own contract.

Price on request

SSO and SCIM
Audit logs
Custom contracts
Dedicated success manager

Talk to sales See Enterprise

AI phone assistantIncluded with minutes in Premium, an add-on on every other plan

Answers calls, answers questions and books appointments. 1,000 minutes and your own number.

About the phone assistant

from €99 a month

Also available: Team seat, LinkedIn, SMS packs, and Storage

Find your plan in 30 seconds All prices and features

Rather talk first? Book a demo

All prices exclude VAT. A person is any team member with their own login. Your clients never count.

Common questions about accounting services and appointment scheduling

Frequently Asked Questions for Scheduling Software for Accountants

Online Appointment Booking for Accountants

GDPR-compliant scheduling software for tax firms, especially built for tax season

Tax firms face the same problem every year: during tax season, hundreds of clients want to book appointments at the same time. This leads to overloaded phone lines, double bookings, and frustrated clients giving up, exactly when every minute counts.

meetergo allows your clients to book consultations for annual statements, tax returns, audits, or payroll accounting directly online, around the clock, without waiting on hold. Fully GDPR-compliant, with German servers and built-in tax secrecy protection.

From DATEV integration to email/SMS reminders and e-signatures for powers of attorney: meetergo digitizes the entire client process, and starts for free.

Why accountants choose meetergo over Calendly

US-based booking tools like Calendly store client data on servers outside the EU, a clear violation of tax secrecy and GDPR requirements. meetergo was built specifically for the German market and meets all data protection requirements for tax advisors.

With encrypted data transmission, a data processing agreement (DPA) and automatic data deletion after retention periods, meetergo is the legally secure choice for your firm, and free to start.

Start with one workflow

Free and without a credit card. Your old tools keep running until you no longer need them.