AI Scheduling for Accounting & CPA Firms

Give clients a simple way to schedule tax prep, advisory sessions, audits, and follow-ups — while your firm stays responsive even during peak season.

Ferdinand becomes your firm’s always-on AI Scheduling Agent, handling appointment requests, client intake, reminders, rescheduling, and follow-ups automatically across every channel.

No inbox overload. No phone tag during tax season. No missed client requests when your team is at capacity.

Just fast, accurate scheduling for every client interaction.

What Ferdinand Automates for Accounting & CPA Firms

✔ Tax Preparation & Filing Appointments

Clients frequently ask:

Ferdinand identifies the service type (individual, business, extension, amended return), checks availability, and schedules the correct appointment length automatically.

Perfect for high-volume tax season scheduling.

✔ Client Intake & Pre-Qualification

Before the appointment is booked, Ferdinand can collect:

• Individual vs. business services

• Tax year(s) involved

• Filing type (personal, corporate, partnership)

• Urgency or deadlines

• Required documents checklist

• New vs. existing client status

• Preferred meeting format (in-person, virtual, phone)

Your accountants start meetings prepared — without manual intake.

✔ Advisory, Consulting & Ongoing Client Meetings

For firms offering advisory services, Ferdinand handles scheduling for:

• Quarterly or annual reviews

• Tax planning sessions

• Business advisory calls

• CFO-as-a-service meetings

• Financial strategy discussions

Recurring appointments and preferred client routing are fully supported.

✔ Audit & Compliance Scheduling

Ferdinand can manage more complex appointment workflows, including:

• Audit planning meetings

• Compliance reviews

• Documentation review sessions

• Multi-step engagements with different staff

Scheduling rules ensure the right people are booked at the right time.

✔ Rescheduling, Cancellations & Policy Enforcement

Tax schedules change constantly. Ferdinand handles:

• “I need to move my appointment.”

• “Can we switch to virtual?”

• “What’s your cancellation policy?”

Your firm’s rules for rescheduling windows, late cancellations, and prep deadlines are always enforced automatically.

✔ Automated Reminders & Document Preparation

To reduce no-shows and last-minute scrambling, Ferdinand sends:

• Appointment confirmations

• Day-before reminders

• Required document lists

• Secure upload instructions

• Virtual meeting links

• Office directions

Clients arrive prepared. Your schedule stays intact.

✔ After-Hours & Peak-Season Coverage

Tax season doesn’t slow down at 5pm.

Ferdinand ensures:

• Every inquiry is answered instantly

• Every appointment request is captured

• No client waits until the next business day

• Intake continues even during peak demand

Your firm stays responsive — without burning out your team.

Accounting Services That Benefit Most

• Individual Tax Preparation

• Business & Corporate Tax Filing

• Bookkeeping & Payroll Services

• Tax Planning & Advisory

• Audit & Assurance

• Compliance & Regulatory Services

• CFO & Financial Consulting

• Multi-location CPA Firms

If your firm books client appointments, this workflow applies.

Where Clients Can Schedule Appointments

Ferdinand handles scheduling across every channel clients use:

• Website chat

• Phone (AI voice agent)

• SMS / text messaging

• Email auto-responses

• Google Business Messages

• Facebook / Instagram DMs

• Client portal widgets

One AI agent. One workflow. Every channel covered.

Why Accounting & CPA Firms Choose AI Scheduling

⭐ Fewer Missed Opportunities

Every inquiry is captured instantly — even during tax season surges.

⭐ Reduced Admin Work

Staff spends less time managing calendars and more time serving clients.

⭐ Higher Appointment Completion Rates

Automated reminders reduce no-shows.

⭐ Better Prepared Clients

AI intake ensures documents and details are collected upfront.

⭐ Improved Client Experience

Fast, easy booking improves satisfaction and retention.

⭐ Scales Without Hiring

Handle more clients without adding administrative headcount.

Example Client Scenarios

Scenario 1 — New Tax Client

Client: “I need help filing my taxes.”→ Ferdinand identifies filing type, collects details, and books the correct appointment.

Scenario 2 — Business Advisory Call

Client: “Can we schedule a quarterly review?”→ Ferdinand finds recurring availability and books a planning session.

Scenario 3 — Tax Season Overflow

Client reaches out at 9pm.→ Ferdinand captures intake and schedules the next available slot.

Scenario 4 — Existing Client Reschedule

Client: “I need to move tomorrow’s appointment.”→ Ferdinand applies firm policy and updates the calendar automatically.

Workflow Rules You Control

• Appointment types & durations

• New vs. existing client routing

• Individual vs. business services

• Buffer times during peak season

• Virtual vs. in-office meetings

• Cancellation & reschedule policies

• Required intake questions

• Document upload prompts

The workflow adapts to your firm — not the other way around.

Implementation Is Fast

1. Connect calendars (Google, Outlook, or practice systems)

2. Define services and appointment types

3. Add intake questions and document lists

4. Customize reminders and policies

5. Launch across web, phone, and SMS

Most firms are live in days — not months.

More Clients. Less Admin. Smoother Tax Seasons.

Ferdinand helps accounting and CPA firms deliver a modern scheduling experience while protecting staff time and increasing capacity.

Fast. Organized. Always available.