BUILT FOR ACCOUNTANTS & FINANCIAL ADVISORS

Never Miss a Client Meeting or Tax Deadline Slot.

MileKit reminds your clients before every consultation, collects professional reviews after meetings, and recalls clients when tax season, annual reviews, or financial planning sessions are due.

No credit card required Setup in under 5 minutes Cancel anytime
MileKit Dashboard — Accountants & Financial Advisors

✓ Appointment Confirmed

John D. confirmed for 3:00 PM

📱 Reminder Sent

WhatsApp reminder delivered

💰 $240 saved this week

3 no-shows prevented

THE INDUSTRY COST
$500–$1,500

Lost monthly by accounting practices when clients miss scheduled consultations, wasting billable hours and disrupting workflow.

MileKit protects your accountants schedule, ensures appointments are confirmed in advance, and brings clients back on time.

Interactive No-Show ROI Calculator

Calculate How Much Revenue You're Losing Every Month.

Adjust the controls to match your appointment volume and see how much money MileKit can protect for your business.

$65
$15$250$500+
120 appointments
10250500
18%
5% (Low)18% (Industry Avg)40% (High)
Your Estimated Revenue Loss
$1,430 / mo

That's $17,160 lost every year to ~22 empty calendar slots.

Estimated Money Saved with MileKit
+$1,144 / mo
Estimated 76× Monthly ROI ($15 Starter Plan)

Recover +$13,728 annually with 80% no-show reduction + automated client recall.

Protect My $1,144/mo Revenue Now
Free 7-Day Trial · Setup in 3 minutes · Cancel anytime
TAILORED FOR ACCOUNTANTS

How MileKit Automates Your Accountants Operations

1. Smart Email Reminders

Automated email notices sent at 48h, 24h, and 2h before appointments. Your clients confirm or reschedule with 1-tap.

2. Google Review Automation

Collect 5-star Google & Facebook Page reviews after visits to build local reputation and attract new accountants clients.

3. Automated Client Recall

Set rebooking windows. MileKit automatically reaches out to inactive clients when it's time for their next visit.

"Missed client meetings cost us billable hours we can never recover. MileKit's reminders and the annual review recall have genuinely changed how we manage our client calendar."
Richard T.
Partner, Thornton & Associates Chartered Accountants
PRICING

Simple Pricing for Accountants & Financial Advisors

🎁
Instant Access · No Risk

Want to try MileKit first without adding a credit card?

Get 7 days free with 5 client capacity & 15 reminders. Upgrade to a full plan anytime.

Start Free Trial (No Credit Card) →
Solo & Small Practice

Starter

$15/month

Essential automation for solo professionals needing reliable email client engagement.

Client Onboarding Limit
Up to 150 Active Clients
  • 150 Active Client CRM Capacity
  • 450 Email Reminders / mo
  • SMS Reminders (Coming Soon)
  • Automated Email Recall Rules
  • Google Calendar Sync
  • Standard Analytics & Reporting

7-day free trial included · Cancel anytime

Most Popular · Maximum ROI
Growing Salons & Clinics

Pro

$39/month
Saves ~$480/month in eliminated no-shows

Full no-show elimination suite with Email automation for busy teams.

Client Onboarding Limit
Up to 500 Active Clients
  • 500 Active Client CRM Capacity
  • 1,500 Email Reminders / mo
  • SMS Reminders (Coming Soon)
  • AI-Personalized Messages & Timing
  • Review Automation (Google/Yelp/FB)
  • Automated Recall Engine
  • Priority Support & SLA Guaranteed

7-day free trial included · Billed after 7 days · Cancel anytime

Multi-Staff & High Volume

Growth

$79/month

High-throughput infrastructure for multi-practitioner practices and larger operations.

Client Onboarding Limit
Up to 1,500 Active Clients
  • 1,500 Active Client CRM Capacity
  • 4,500 Email Reminders / mo
  • SMS Reminders (Coming Soon)
  • Dedicated Custom SMS Sender ID
  • Team Accounts & Multi-calendar Sync
  • Advanced AI Insight Generator
  • Dedicated Account Manager

7-day free trial included · Cancel anytime

Need More Scale or Custom SLA?

Managing over 1,500+ Clients or Multiple Locations?

Get custom client limits (10,000+), dedicated phone numbers, HIPAA compliance, and custom messaging pools.

Contact Architecture Team →
FAQS FOR ACCOUNTANTS

Frequently Asked Questions

How does MileKit help accountants and financial advisors reduce no-shows?

MileKit sends automated email reminders to clients at 48 hours, 24 hours, and 2 hours before scheduled consultations or meetings. Clients confirm or reschedule with 1-click, protecting your billable time.

Can MileKit recall clients for annual reviews or tax season?

Yes. Set a 12-month or custom recall window and MileKit automatically contacts clients when their annual review, tax return meeting, or financial planning session is due.

Is client data handled securely for financial services firms?

Yes. MileKit uses enterprise-grade encryption with strict row-level database security, ensuring every client's appointment data is fully isolated and protected, compliant with GDPR.

Protect Your Accountants Schedule Today.

Start your 7-day free trial now. Setup takes under 5 minutes with no credit card required.

Start Free Trial for Accountants