Professional
Up to 10 core pages plus 5 supporting pages, including privacy, terms and other utility pages.
Appointment booking automation for accounting firmsGet the meeting booked.
Get your working day back.
Stop trading emails to arrange a consultation. TQP sets up the questions, calendars, confirmations and reminders, with a Professional website included.
Popular · Solo + AI tools
US$399US$299/month total
Setup waived. Monthly rate locked. Subscribe by December 31, 2026.
See the booking experienceYour firm’s consultation
The meeting.
Without the arranging.
- Before
- The right questions
- Booking
- The right availability
- After
- Confirmation + reminders
Your team starts with the context.
Every meeting
starts differently.
A new prospect and a returning client should not have to work their way through the same generic form.
Built around
your calendar.
Choose which appointments clients can book, who takes them and when. We put those choices into the system, so your team can get on with the work.
- Service, person and team calendars
- Your questions before booking
- Confirmations and reminders
- A shared record of the enquiry
From enquiry to conversation
- Tell us what you need.The client picks a relevant service.
- Find a time that works.Your firm sets availability and buffers.
- Arrive with the context.The details are ready for your team.
A useful meeting
starts before it.
Ask only the questions that change the next step. Give the professional the context without turning intake into another tax organizer.
- Service
- Tax, bookkeeping, CAS or advisory.
- Context
- Business or entity type, and the reason for the enquiry.
- Timing
- What the client needs and when.
- Relationship
- New prospect, existing client or professional referral.
Your firm chooses the questions. Sensitive financial records go through your approved document process.
The appointment changed.
The system should keep up.
- BookedThe correct calendar, confirmation and preparation message.
- MovedThe new details and the reminders that belong to them.
- CancelledThe appointment and its reminders checked together.
We test these paths before launch, along with the availability, meeting lengths, buffers and seasonal limits your firm chooses.
Walk through the booking experienceYou set the rules. We set up the booking.
- Show us your firm.Your services, your team and what needs to work better.
- We put it together.Design, copy, configuration and testing, handled by TQP.
- Make it yours. Then launch.Walk through the experience with us before clients use it.
Your website + client systemYour next busy season.
Your next busy season.
Better connected.
A Professional website, client intake, booking, reminders and a shared inbox. Set up together for your firm.
Popular · Solo + AI tools
US$399US$299/month total
Premium
20 to 30 pages with bespoke high-end design and on-site SEO, AEO and GEO optimization.
Included platform bonuses
Documents, proposals and unlimited e-signing, plus invoices and payment links. Every plan also includes contact records, pipeline, standard follow-up and review requests. Monthly prices are plan totals; choose your team size.
A few things
you may be wondering.
What happens when an appointment moves or is cancelled?
We configure and test booking, rescheduling and cancellation with the relevant confirmations and reminders. Your firm approves the messages and timing, so a changed appointment is checked as a complete path.
How do we protect capacity during tax season?
Your firm chooses service availability, the people taking meetings, meeting lengths, buffers and seasonal limits. Some requests can book, while others wait for review or follow an existing-client route.
How should clients send financial documents before a meeting?
The intake collects useful service and timing context. Financial records go through your firm's approved document process, with the right portal or instructions provided to the client.
Can each service have its own calendar?
Yes. TQP configures service, person and team calendars around your availability. Meeting types, questions, buffers and reminders are agreed with your firm before launch.
Do we have to replace our practice software?
No. Your accounting, tax and practice-management software can stay. TQP builds the client-facing website, intake and booking experience. Any connection to external software is confirmed and quoted separately.
What does the AI tools upgrade cover?
Content creation, review replies and AI help with pages and funnels. It is US$100/month extra. It does not include an AI receptionist, conversational AI or custom agents.
What happens to our price in January?
Subscribe by December 31, 2026 to lock in your chosen monthly plan rate. It will not increase when the offer ends or in the new year. Usage charges and changes to your plan or scope are separate.
What else should we budget for?
Phone, text, email, carrier and payment-processing usage is billed separately. Custom integrations and work beyond your plan are quoted separately. Ongoing SEO campaigns are separate from the Premium website's on-site optimization.
Spend less of your day arranging the meeting.
See the website, the client experience and your plan together. A free 30-minute walkthrough, with no obligation.
Book my free walkthroughOpen the booking calendarFrom the guides
Go deeper before you decide
Compare a scheduling link with a prepared accounting consultation, including documents, reminders and staff ownership.
- Appointment Reminders for Accountants: Help Clients Come Prepared
- Calendly vs Microsoft Bookings: Are You Paying Twice?
- Bookkeeping Discovery Call: What to Ask Your Next Client