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DynaTax AI

Calendar

Season, laid out.

Start 14-day free trial

Included in: Professional plans

Appointments, engagements and filing deadlines on one calendar.

Season in one view

Appointments, engagements and filing deadlines together.

Bookable slots

Clients book from the availability you publish.

Shared where it helps

A calendar the team can see rather than one person's diary.

How it works

  1. 1

    Publish availability

    The appointment types and times you offer.

  2. 2

    Clients book

    Slots fill from the portal.

  3. 3

    See the season

    Deadlines and meetings on one calendar.

Calendar questions

Yes — that is the point of published availability.
Deadlines sit on the calendar alongside appointments.

Works with

AI tax research

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Team chat

Internal chat per firm and per client engagement, separate from what the client sees.

Try calendar free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.