ToolForTheTask

Online booking & scheduling software for CPA firms & consultants

We list 4 online booking & scheduling software for CPA firms & consultants, each checked on the vendor's own site. 4 publish a starting price; the lowest we found is $0 (free to start), from Calendly (vendor page: “Free plan; Standard $10/seat/mo; Teams $16/seat/mo”).

Updated Oct 15, 2026

ToolWhat it doesEntry priceChecked on
CalendlyScheduling links and automated booking.Free plan; Standard $10/seat/mo; Teams $16/seat/moOct 15, 2026
HoneyBookClient management for independent service businesses: proposals, contracts, invoices.Starter $29/mo billed yearly; Essentials $49/mo billed yearlyOct 15, 2026
Reclaim.aiAI calendar for scheduling tasks, habits and meetings.Free plan; paid plans with add-onsOct 15, 2026
Smith.aiAI and human virtual receptionists that answer calls, chats and qualify leads.Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)Oct 15, 2026

Calendly

Free plan; Standard $10/seat/mo; Teams $16/seat/moFree tier

Scheduling links and automated booking.

Book & reschedule

Checked Oct 15, 2026 DetailsVisit Calendly ↗

HoneyBook

Starter $29/mo billed yearly; Essentials $49/mo billed yearly

Client management for independent service businesses: proposals, contracts, invoices.

CRM & pipelineQuotes & estimatesInvoicing & collections

Checked Oct 15, 2026 DetailsVisit HoneyBook ↗

Smith.ai

Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)Free tier

AI and human virtual receptionists that answer calls, chats and qualify leads.

AI receptionist & after-hours callsIntake & formsBook & reschedule

Checked Oct 15, 2026 DetailsVisit Smith.ai ↗

Also works for any business

General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.

Cal.com

Free for individuals; Teams $12/user/mo; Organizations $28/user/moFree tier

Open-source scheduling infrastructure.

Book & reschedule

Checked Oct 15, 2026 DetailsVisit Cal.com ↗

Goodcall

Starter $79/mo; Growth $129/mo; start free with a demo agent

AI phone agent that answers calls, captures leads and books appointments.

AI receptionist & after-hours callsBook & reschedule

Checked Oct 15, 2026 DetailsVisit Goodcall ↗

My AI Front Desk

Call answering from $99/mo ($79/mo billed annually), 200 voice minutes

AI receptionist for calls, texts and scheduling.

AI receptionist & after-hours callsBook & reschedule

Checked Oct 15, 2026 DetailsVisit My AI Front Desk ↗

Setmore

Free up to 4 users; Pro $5/user/mo annualFree tier

Free online appointment scheduling.

Book & reschedule

Checked Oct 15, 2026 DetailsVisit Setmore ↗

Thryv

Starter $99/mo; Signature $399/mo

Small business software for CRM, reviews and marketing.

CRM & pipelineReviews & reputationBook & reschedule

Checked Oct 15, 2026 DetailsVisit Thryv ↗

FAQ

What online booking & scheduling software work for CPA firms & consultants?

4 tools on this page, including Calendly, HoneyBook, Reclaim.ai, Smith.ai. Each was checked against the vendor's site, most recently on Oct 15, 2026.

Which online booking & scheduling software for CPA firms & consultants publish their prices?

4 of 4: Calendly (Free plan; Standard $10/seat/mo; Teams $16/seat/mo); Reclaim.ai (Free plan; paid plans with add-ons); Smith.ai (Free forever 25 calls/mo (AI); receptionist plans from $300/mo (30 calls), $810/mo (90 calls)); HoneyBook (Starter $29/mo billed yearly; Essentials $49/mo billed yearly). The rest ask you to contact sales or book a demo.

Is there a free option?

The vendor sites for Calendly, Reclaim.ai, Smith.ai state a free tier or free plan as of our last check.

Want it set up for you? Capital Edge does done-for-you setups for DFW businesses.

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