Online booking and reminders for tax preparation businesses

Square Appointments lets clients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online booking for tax appointments. Roots sets up your services, availability, policies and forms so the calendar works from day one.
Talk to an accounting firm payments specialistAll tax preparation services solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for tax preparation services

How each solution supports tax preparation services

See what each option adds to the way your business takes and tracks payments.

Square Point of Sale

For tax preparation services: Bring accounting engagements and preparation fees into a point-of-sale workflow, with reporting organized around engagement invoices, retainers and client account balances. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Walk-in checkout for preparation fees during tax season. Roots Payments, an independent Square Reseller, configures it around how your tax preparation office actually checks clients out.
  • Map your services, fees and products into the Square item library before your first client
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
Explore this solution

Square Appointments

For tax preparation services: Schedule client consultations and document-review appointments, collect appointment payments and keep staff calendars aligned. Square Appointments lets clients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online booking for tax appointments. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms

Square Invoices

For tax preparation services: Send itemized invoices for accounting engagements and preparation fees and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Invoice remote clients before filing. Roots sets up your templates, schedules and accounting sync.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
Explore this solution

Square Payment Links

For tax preparation services: Share a checkout link for accounting engagements and preparation fees through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. Links for standard return packages. Roots sets up the links, custom fields and reporting.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
Explore this solution

Square Staff

For tax preparation services: Set roles, permissions and schedules for accountants and practice administrators, with a clearer view of staffing across shifts. Square's staff management tools schedule shifts, track attendance and control permissions, and connect to Square Payroll. Schedule seasonal preparers. Roots sets up roles, schedules and timecard rules.
  • Define roles and permissions
  • Build shift templates
  • Connect timecards to payroll
Explore this solution

Merchant Account

For tax preparation services: Arrange a processing account for accounting engagements and preparation fees, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your tax preparation office, with pricing you can read and a person to call. MCC 7276 accounts sized for seasonal volume.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
Explore this solution

Credit Card Surcharging

For tax preparation services: Plan credit-card surcharge disclosures for accounting engagements and preparation fees, keeping eligible card payments distinct at checkout. A surcharge program adds a disclosed fee to credit card payments to offset processing costs. Roots configures card detection so debit and prepaid cards are never surcharged.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
Explore this solution

Square Appointments questions

Questions accounting firm firms ask about billing and payments.
Square Appointments provides online booking and staff calendars. Roots helps configure your services, schedules and booking experience.
Yes. We review appointment lengths, staff calendars, deposit or cancellation settings and checkout so the process fits how your team works.
Bring your services, appointment lengths, staff schedules and booking policies. Roots uses these details to plan the workflow for tax preparation services and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to an accounting firm payments specialistAll tax preparation services solutions