Automate appointments, documents, and reminders. Get back 15+ hours per week during tax season.
See all the powerful features you'll get instant access to
Stop juggling tools. Klevr handles appointments, documents, reminders, and payments - all in one place.
AI automatically tells clients exactly which documents to bring based on their tax situation. No more back-and-forth.
Clients book appointments instantly from their phone. Calendar syncs with Google, Outlook, and Apple Calendar.
SMS and email reminders sent automatically. Reduce no-shows by 87% with smart notification timing.
Bank-level encryption for client documents. HIPAA compliant with automatic backups and version control.
Collect deposits or full payment when clients book. Integrates with Stripe, PayPal, and Square.
Works perfectly on any device. Your clients can book and upload docs from their phone in under 2 minutes.
See exactly how much time and money Klevr will save you
Real results from CPAs, EAs, and tax preparers who switched to Klevr
"We went from spending 3 hours a day on scheduling calls to zero. Clients love booking online, and the smart document checklist means they show up prepared. Revenue up 40% this season."
"The automated reminders are incredible. Our no-show rate dropped from 25% to 3%. That's an extra $18K in revenue we weren't capturing before. Paid for itself in week one."
"Finally, a booking system built specifically for tax pros. The document detection is scary accurate - clients actually show up with everything they need. My team can focus on prep work instead of admin."
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Join 847 tax professionals who've already switched to Klevr and never looked back.
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