Calendly Integration for Accounting Firms
Connect an existing Calendly account or use Tax Agent Portal's built-in appointment scheduler. Whichever you choose, your clients get one clean online booking experience across web, iOS and Android — and every booking lands inside your firm workspace.
Built for Australian tax agents, BAS agents, accountants and bookkeepers. Tax Agent Portal is independent and not affiliated with Calendly.
Online appointment booking for accountants and tax agents
Tax practice appointment scheduling that fits the way Australian firms already work — no matter which side of your firm handles the diary.
Australian tax agents
Give clients a professional way to book tax return and advisory appointments online.
BAS agents
Schedule quarterly BAS reviews and lodgement calls without long email threads.
Accountants and bookkeepers
Offer a single booking link on your website, email signature and client portal.
Small and growing practices
Start with the built-in scheduler, add Calendly later when your booking mix grows.
How the Calendly integration works
Client booking software for tax agents should be simple to set up and hard to break. Here's the flow, end-to-end.
1. Choose your booking method
In firm settings, pick TAP's built-in scheduler, connect Calendly via one-click OAuth, or turn public booking off entirely.
2. Clients book from anywhere
Share your booking link, add it to your site or email signature. Clients can book without creating an account.
3. Bookings appear inside TAP
Calendly appointments import into your firm workspace next to TAP-native bookings, matched to the correct client where possible.
4. Reschedules stay organised
If a client reschedules in Calendly, TAP updates the imported record and notifies the linked client automatically.
5. Your team works from one view
Firm and staff see a single appointment list — Today, Tomorrow and any selected date — regardless of the source.
Choose your booking method
Firm admins pick from three options. The choice automatically appears for clients on your public page and inside the client portal on web, iOS and Android — no store update needed.
Tax Agent Portal scheduler
Publish availability, buffers and blocked dates from firm settings. Bookings write directly to your appointments workspace with no third-party tool required.
Connected Calendly account
One-click OAuth links your existing Calendly workspace. New bookings, reschedules and cancellations sync back into TAP so the whole firm sees one calendar.
No public booking
Turn public booking off entirely. Your team can still record appointments manually and clients see a clear "booking unavailable" message.
Benefits for your practice
Fewer booking emails
Stop trading times over email. Clients pick from your live availability instead.
Mobile-friendly booking
Booking works the same on desktop, iOS and Android — no separate app to install.
One unified appointment view
TAP and Calendly bookings share the same workspace, filters and daily overview.
Less manual data entry
Imported bookings are auto-matched to existing TAP clients when the email is on file.
Firm-controlled scheduling
Only firm admins can change booking method, availability or connected accounts.
30- or 40-minute TAP slots
Match the built-in scheduler to your firm's default appointment length.
How Tax Agent Portal helps avoid double bookings
Imported Calendly appointments and TAP-native appointments live in the same firm workspace. When a Calendly event is imported, its time can block the equivalent slot in the TAP scheduler so the same slot isn't offered again through your built-in booking page.
This is a webhook and sync-based flow rather than a live query against external calendars. It relies on Calendly delivering webhook events reliably to Tax Agent Portal. In rare cases where webhook delivery is delayed or a booking is created directly in an external calendar that we don't sync with, a duplicate slot can appear until the next sync completes.
To keep the flow healthy, firm admins can trigger a manual sync from the Calendly settings card at any time, and the appointments page shows every booking in one list so staff can spot and reconcile conflicts quickly.
TAP built-in booking vs connected Calendly
Both options are first-class in Tax Agent Portal. Choose based on where your firm's booking habits already live.
| Capability | TAP built-in booking | Connected Calendly |
|---|---|---|
| Third-party account required | No | Yes — your own Calendly account |
| Public booking link | Yes | Yes — your Calendly page |
| Signed-in client booking on web/iOS/Android | Yes | Yes — opens Calendly in-app |
| Appointments visible in TAP workspace | Yes | Yes — imported via webhooks |
| Blocks equivalent TAP slot | Yes | Yes — subject to webhook delivery |
| Reschedule notifications to linked TAP clients | Yes | Yes |
| 30- or 40-minute slot control | Yes | Controlled inside Calendly |
| Firm can switch method anytime | Yes | Yes |
More on Tax Agent Portal
Explore how appointment scheduling fits into the wider accounting practice management software Tax Agent Portal offers Australian firms.
FAQ
Frequently asked questions
Ready to give your firm one booking experience?
Start a free trial, or talk to us about connecting Calendly and moving your practice to Tax Agent Portal.