Your busiest 14 weeks shouldn't be your most chaotic.
PrepQueue controls when clients can book, refuses appointments until their documents are in, and puts every email, text, and note about a client in one place. Built for tax and bookkeeping firms - not borrowed from a generic calendar app.
You already know this part.
From January to April, your calendar fills faster than you can prep. Clients book reviews before they've sent a single W-2. Half your day goes to chasing documents and reconstructing what was said — across your inbox, your texts, and a note buried in QuickBooks. The bottleneck was never your skill. Nothing was built to manage your season.
Three rules that hold the line.
Set your capacity
Define your engagement types and how many each preparer can take per day. When a preparer is full, their slots close automatically. No one overbooks the firm.
Prevent booking without documents
A client can't reserve a review until the required documents are uploaded and checked in. The no-doc no-show problem ends here.
Work from one timeline
Every message, document, signature, and appointment for a client lives in one thread. Know exactly where any file stands in a matter of seconds.
What you get.
Season-aware scheduling
Caps, buffers, and prep time built into every appointment type — your calendar reflects what your firm can actually deliver.
Document-gated booking
Clients arrive prepared because the system won't let them arrive any other way.
One client timeline
Email, text, portal messages, documents, and e-sign status — merged, searchable, shared across your staff.
Deadline intelligence
PrepQueue knows the deadlines, flags clients at risk, and nudges for what's missing before it becomes a problem.
Built for firms that handle sensitive data.
Your clients' information is held to the standard your profession demands: encryption in transit and at rest, role-based access, a full audit log, and no plain-text storage of full Social Security numbers. Security is how the product is built, not a setting you ignore.
PrepQueue's founder is a CPA, CFO, and former top-10 CPA firm tax professional who has lived tax season from the inside.
Get early access before next season.
Join the waitlist and we'll reach out before PrepQueue opens. No spam — we'll only email you about PrepQueue.
No spam — we'll only email you about PrepQueue.