Workflows for CPAs/accountants

Automate client scheduling and reminders for accounting teams

Streamline onboarding, reviews, and deadlines with workflows that cut no-shows, automate reminders, and free billable hours.

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Workflow/CPAs/accountants reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Com a confiança de empresas de crescimento rápido em todo o mundo

How workflows support busy accounting teams

Automate intake, reminders, and follow-ups across tax season, month end, and advisory.

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01

Automate messages and tasks

Choose the actions that should happen next. Send email, SMS, or WhatsApp reminders with prep instructions, links to your secure portal, and the exact documents you need. Ask clients to complete a tax preparation checklist or upload accounting workpapers before the meeting. Notify your team in Slack, post to a reconciliation channel, or create a task in your practice system via Zapier. After the meeting, send follow ups with next steps and a link to schedule the next check in. Tie each message to a consistent bookkeeping workflow so nothing is missed. See integrations at https://cal.klipni.com/integrations.

02

Personalize scheduling for clients and teams

Personalize messaging with variables like client name, service type, organizer, and time zone. Route bookings to the right partner or staff accountant using forms and team round robin. Use group events when multiple stakeholders must attend, such as kickoff calls or audit fieldwork. For onboarding, automatically schedule chart of accounts setup and training sessions. Create role based messages so clients, partners, and staff receive the right instructions at the right time. Developers can manage workflows programmatically with our API at https://docs.cal.com/api. If you need full control of data residency, deploy Cal.com self hosted from https://github.com/calcom.

03

Personaliza a mensagem

Usa os modelos predefinidos do Cal.com ou personaliza totalmente as tuas mensagens.

Why accountants choose Cal.com Workflows

Reduce admin, protect utilization, and deliver a better client experience.

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Meeting reminder

now

Hi, this is a reminder that your cpas/accountants meeting with Alex is in 30 mins

…

01

Fewer no-shows and last minute delays

Automated reminders across email, SMS, and WhatsApp keep clients informed and on time. Pre event messages include directions, portal links, and prep items so meetings start ready. You can add confirmations and nudges that escalate as a due date approaches, which reduces missed appointments during tax season and monthly close. The result is a predictable calendar and fewer urgent reschedules for your team.

Bookings

Today

Tue, 13 May9:00am - 9:30amCpas/accountants kickoff | Q2
Tue, 13 May10:30am - 11:00amCpas/accountants team standup

This week

Tue, 14 May10:30am - 11:00amCpas/accountants review
Tue, 14 May1:00pm - 1:30pmClient follow-up

02

Operational consistency across every engagement

Codify your firm’s best practices once, then apply them to every client. Use workflows to enforce consistent steps for accounting client onboarding, chart of accounts setup, quarterly reviews, and your month end close checklist. For tax season, attach the same tax preparation checklist to each booking so staff and clients know exactly what is required. Standardization lowers training time and helps new hires execute with confidence.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder

03

Developer friendly and enterprise ready

Cal.com is open source and API first, which means you can integrate scheduling deeply with your practice systems. Use webhooks to update records, add audit trails, and orchestrate tasks. Self host if you need tighter control and customize the code for unique workflows. Role based permissions and detailed event logs support firm wide governance. Read the docs at https://docs.cal.com.
Email subjectAdd variable

Are you joining the cpas/accountants session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

04

Works with your accounting stack

Connect your calendars and communications in minutes. Cal.com integrates with Google and Microsoft calendars, Slack, Zoom, and Zapier, so you can plug into your practice tools without disruption. Trigger work in QuickBooks Online or Xero through Zapier or custom API calls. Whether you run a boutique firm or a multi office practice, workflows adapt to your bookkeeping workflow and advisory services. Browse integrations at https://cal.klipni.com/integrations.

Features built for accounting workflows

Flexible automation and developer control for firms of any size.

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Multi-channel reminders and follow ups

Send confirmations, reminders, and post meeting notes by email, SMS, or WhatsApp. Increase attendance and reduce back and forth for every client touchpoint. Use branded templates to keep communication consistent.

Conditional logic and timing controls

Trigger on booking, reschedule, cancellation, or time based offsets before or after a meeting. Sequence messages to suit each engagement. Delay or skip steps based on answers from routing forms or scheduling link.

Routing forms and intake

Collect the right details upfront, then route clients by entity type, service, or urgency. Perfect for accounting client onboarding. Eliminate back and forth by capturing meeting goals and required systems upfront.

Group events and role based messages

Invite multiple stakeholders and tailor content for each role, for example client, partner, and staff accountant. Keep internal notes private while clients only see what they need to prepare.

Team scheduling and round robin

Balance workload across your team, set availability by service, and respect time zones for remote offices. Offer pooled availability for shared services like tax reviews or onboarding.

Secure self hosting and API access

Run Cal.com on your own infrastructure or use the hosted cloud. Extend workflows with webhooks and our API at https://docs.cal.com/api. Authenticate with API keys and manage workflows through code or the dashboard.

Vê como os fluxos de trabalho mantêm o teu agendamento no rumo certo

Vê como os Fluxos de trabalho do Cal.com simplificam o agendamento, automatizam lembretes e mantêm as tuas reuniões a correr sem problemas. Vê exemplos reais de como as equipas usam fluxos de trabalho para reduzir faltas de comparência e poupar tempo.

Todas as tuas ferramentas essenciais sincronizadas com as tuas reuniões

Liga ao Slack, Salesforce e mais de 100 outras. As reservas aparecem onde a tua equipa já trabalha.

Começa Explorar aplicações
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarVerifica conflitos em todos os calendários e adiciona a reserva.
  • Zoom VideoDá a cada reserva o seu próprio link de reunião.
  • SalesforceRegista a reunião no contacto e encaminha para o responsável.
  • HubSpot CRMAdiciona reservas a contactos e negócios.
  • SlackAvisa a equipa assim que uma reunião é marcada.
  • StripeRecebe o pagamento quando o horário é reservado.
  • FramerPõe a tua página de reservas num site Framer.
  • ElevenLabsDá aos agentes de voz uma voz de IA realista.
  • LinearDefine o teu estado como Fora do escritório a partir do teu calendário.
  • Meta PixelMede as reservas das tuas campanhas de anúncios da Meta.
  • UmamiConta visitas à tua página de reservas, em privado.
  • WhatsAppAtende os teus convidados por chat ou videochamada no WhatsApp.

Perguntas frequentes

Estas são algumas das perguntas que nos fazem com mais frequência.

Faz uma pergunta

Não acredites só na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descobre porque somos a principal escolha para agendar reuniões.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyem Trustpilot
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballem Trustpilot
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianem Product Hunt
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benem Product Hunt
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds em X
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson em X
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarem Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitem Product Hunt
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh em X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisem Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best em X
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeiem Product Hunt

Trusted by fast-growing companies around the world

Automate your accounting scheduling today

Start free at https://cal.klipni.com/signup or book a demo at https://cal.klipni.com/contact/sales. In minutes, connect calendars, import scheduling links, and build a workflow that aligns with your month end close checklist and tax engagements. Reduce no-shows, standardize client onboarding, and free up billable hours across your firm. Developers can extend everything with our API at https://docs.cal.com/api.

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