Calendly + CPAdirectory

Calendly + CPAdirectory

Let clients schedule a meeting with you directly from your CPAdirectory page or website

Simplify and automate your scheduling process

  • Plans and features ideal for all needs - from solo accounts to full accounting firms

  • Fully integrated with all major calendars (Office 365, Google, etc.), as well as Stripe and PayPal for payments features

  • Let clients schedule different types of accounting and financial meetings and automatically send pre-meeting email or text reminders

  • Create multiple meeting types: individual, collective or round robin, with custom meeting durations (30 mins, 60 mins, etc.)

Used by over 50,000 companies and 10 million people, Calendly is the world’s simplest and most widely used scheduling platform. Whether you're an individual CPA or part of a large firm, Calendly can help your clients and prospects schedule meetings directly with you via a personalized link to discuss tax, financial, or any other needs. By eliminating the endless cycle of back-and-forth emails to find availability, Calendly helps everyone across your organization focus on creating meaningful and productive connections.

Calendly is fully integrated with all major calendar providers as well as Stripe and PayPal, enabling you to add a payment gateway prior to a meeting. Utilize Calendly for your CPA and accounting work to schedule meetings in a way that’s scalable and efficient.

Learn more about our Enterprise plan

Standardize on the #1 scheduling platform and deliver the power of Calendly across your entire organization.


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