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DynaTax AI
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For tax professionals

A firm calendar for appointments and tax deadlines

Season, laid out.

Let clients book the time you actually have, and see the season’s deadlines beside it. Fewer “does Tuesday work?” emails, fewer double bookings, and no surprises in the week a filing deadline lands.

Create a pro accountDynaTax AI for pros

Solo Pro: $0 for 6 months, then $39.99/month

Included in: Professional plans

What it does

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

How calendar 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.

The details

Calendar, in detail

Working hours and rules

Set weekly working hours and a timezone, a buffer between appointments, a minimum notice in hours and how many days ahead people can book. Block the dates you are away.

Approve or auto-confirm

Require approval for each booking request when you want to vet new clients first, or switch on auto-confirm so confirmed bookings go straight onto your calendar without a second step.

Share links with limits

Create share links for anyone with the link, for one specific client or for your team. Turn on busy/free only to hide event details while still showing when you are free.

Marketplace booking

Clients who find you in the DynaTax AI marketplace book from the same availability, and you can give your booking page a custom URL to share wherever clients reach you.

Pro Workspace

One workspace for the whole practice

Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.

For your practice

Calendar comes with the pro plans

Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.

Create a pro accountSee pro pricing

  • Solo Pro

    $0

    For 6 months, then $39.99/month

  • Firm Plan

    $99.95

    For 12 months, then $150/month

Related features

Works well with

All features

FAQ

Calendar questions

Run your practice. Live your life.

Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.

Create a pro accountSee how it works for pros