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SchedulingKit
AI appointment receptionist that answers calls and texts for accounting and tax firms, explains meeting types and books client meetings.
| What the AI does | AI Receptionist and AI Voice Agent answer calls and SMS in natural speech and book against live availability; Chatbot Builder; AI Scheduling; AI CRM |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | Free plan; Standard $12/seat/mo ($10/seat/mo annual billing) |
| Pricing model | Freemium subscription |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm |
| Category | Client Communication, Portals & AI Receptionists |
| Works with | Google Calendar, Outlook, Apple Calendar, Exchange, Zoom, Google Meet, Microsoft Teams, Stripe, PayPal, Salesforce, HubSpot, Zapier |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
SchedulingKit is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place.
What it costs
SchedulingKit has a free plan to start: Free plan; Standard $12/seat/mo ($10/seat/mo annual billing).
Good to know
SchedulingKit is scheduling software with an AI receptionist and voice agent on top: it answers calls and texts in natural speech, explains your meeting types and books against live availability, and its accounting page is candid that it won't give tax advice or collect documents, so pair it with a secure portal. The Free plan covers one team member and 50 bookings a month; Standard is $12 per seat per month ($10 on annual billing) with 100 SMS credits, Pro $20 and Business $36, and every new account starts with a 14-day Business trial. The receptionist rides on the seat plans with no separate per-minute price posted, so ask about call-volume limits before leaning on it.
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