BUILT FOR LEGAL, ACCOUNTING & FINANCIAL SERVICES

Keep Client Appointments From Becoming Missed Opportunities.

MileKit helps professional service businesses stay on top of appointment reminders, follow-up, reviews, and repeat client bookings.

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MileKit Dashboard — Accountants & Financial Services
THE COMPLETE APPOINTMENT LIFECYCLE

How MileKit Protects Revenue at Every Stage

Stay connected with professional services clients before, during, and after every visit.

STEP 01
BOOKING

Appointment Scheduled

Business adds appointment or syncs via Google Calendar.

STEP 02
REMINDER

Timely Follow-Up

Smart email reminders sent at 48h, 24h, & 2h.

STEP 03
APPOINTMENT

Completed Visit

Client arrives prepared and confirmed.

STEP 04
REVIEW

5-Star Review

Automated prompt for Google & Facebook reviews.

STEP 05
REBOOK

Client Recall

Automatic prompt when due for next visit.

REVENUE PROTECTION
$500–$1,500

Potential billable hours impacted when client consultations are missed.

MileKit protects your professional services schedule by ensuring appointments are confirmed in advance and past clients are reminded to rebook.

Illustrative Calculation Example

Even a Small Number of Missed Appointments Adds Up.

See how much appointment revenue is potentially at risk each month when bookings go unconfirmed.

$65
120 bookings
5%
Illustrative Calculation
120 appointments × 5% missed = 6 missed visits
$390 / mo

Equivalent to $4,680 in potential appointment revenue at risk each year.

How MileKit Helps: By sending automated email reminders and rebooking follow-ups, MileKit helps businesses keep clients informed and protect calendar slots.

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* Illustrative calculation example only. Actual results vary based on business operations.

DESIGNED FOR PROFESSIONAL SERVICES

How MileKit Supports Accountants & Financial Services

Streamline client communication across every stage of your appointment schedule.

Client Meeting Reminders

Send professional email reminders prior to scheduled tax planning or advisory consultations.

Client Feedback Prompts

Request reviews following completed consultations and financial reviews.

Annual Review Recalls

Automatically remind clients when tax season or annual review meetings are approaching.

"MileKit ensures clients are prepared and reminded before key consultations, protecting billable time."
Richard T.
Partner, Thornton & Associates
PRICING

Simple Pricing for Professional Services

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Switch to annual billing to get 2 months free

Starter Business

Starter

$59/month
Or $590/yr ($49.17/mo) when billed annually

Essential appointment reminders and recall automation for smaller appointment businesses.

Plan Quota
Up to 150 Active Clients
750 Automated Emails / month
  • Up to 150 Active Clients
  • 750 Automated Emails / month
  • Automated Email Reminders (48h, 24h, 2h)
  • Google Review Requests
  • Facebook Review Requests
  • Client Rebooking / Recall Engine
  • Google Calendar Sync
  • Dashboard & Revenue Analytics

7-day free trial included · Cancel anytime

MOST POPULAR
Established Businesses

Growth

$129/month
Or $1,290/yr ($107.50/mo) when billed annually

Complete MileKit workflow for established appointment businesses.

Plan Quota
Up to 500 Active Clients
2,500 Automated Emails / month
  • Up to 500 Active Clients
  • 2,500 Automated Emails / month
  • Everything in Starter
  • AI-Assisted Email Reminders
  • Advanced Review Automation
  • Automated Recall Engine (Custom Rules)
  • Google Calendar Sync
  • Full Dashboard & Revenue Analytics

7-day free trial included · Cancel anytime

Higher-Volume Businesses

Pro

$249/month
Or $2,490/yr ($207.50/mo) when billed annually

For higher-volume businesses that get greater value from the system.

Plan Quota
Up to 1,500 Active Clients
7,500 Automated Emails / month
  • Up to 1,500 Active Clients
  • 7,500 Automated Emails / month
  • Everything in Growth
  • AI-Assisted Email Reminders
  • Advanced Review Automation
  • Automated Recall Engine
  • Google Calendar Sync
  • Priority Support & SLA

7-day free trial included · Cancel anytime

PLAN COMPARISON

Compare Features & Capabilities

Detailed matrix based on verified existing MileKit features.

CapabilityStarter ($59/mo)Growth ($129/mo) ★Pro ($249/mo)
Active Client Capacity150 Clients500 Clients1,500 Clients
Automated Emails / month750 Emails/mo2,500 Emails/mo7,500 Emails/mo
Automated Email Reminders (48h, 24h, 2h)
AI-Assisted Reminder Content
Google & Facebook Review Requests
Customer Rebooking / Recall Engine
Google Calendar Sync
Dashboard & Revenue Analytics
FAQS FOR PROFESSIONAL SERVICES

Frequently Asked Questions

Is client data kept confidential?

Yes. All appointment records are protected by enterprise-grade encryption and row-level database security.

Protect Your Professional Services Schedule Today.

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