Hey, Tax Advisor. Sell your services with Zencal

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14-day free trial · No credit card required · 0% sales commission

THE QUESTIONS KEEP COMING

The exhausting part? Answering the same questions again and again.

A clear client journey removes uncertainty before it becomes another message for you.

HOW MANY TIMES HAVE YOU HEARD THIS?

Is tax preparation right for me?

What is included in tax preparation?

Can I also choose tax planning?

How should I prepare?

How does payment work?

What happens after the first service?

THE REAL DIAGNOSIS

One system for every part of your business.

Zencal connects sales, client relationships, scheduling and management, so every next step happens in context.

Sales

Create an offer and earn from your services.

Move clients from decision to payment in one flow.

Sell 1:1 appointments, bundles, events and subscriptions from your own website. Zencal connects the offer, appointment and payment, then records the transaction and issues the appropriate accounting document.

Set the service parameters: price, duration, pricing structure, rescheduling and cancellation rules. Zencal creates a consistent offer ready to share with your client.

Strategy appointment60 min · 1:1€90

Four-appointment bundle4 × 60 min€320

Online workshopEvent · 12 seats€49

August 2026Europe/Warsaw

Mon18 Tue19 Wed20 Thu21 Fri22

09:00 10:30 13:00 15:30

Wednesday, 20 August10:30

Thank you, Emma!Your booking is confirmed.

Date & timeWed, 20 August · 10:30–11:30

InvoiceVAT invoice · sent by email

Strategy appointment€90

Total paid€90

Relations

Keep complete information about your clients in one place.

Keep the full client relationship in context.

Every booking builds the client profile. Contact details, appointment and payment history, private notes and communication stay together, while automations send the right message at the right moment.

Every new booking enriches the client profile with the service, payment, appointment history and next appointment. The team always works with full context.

↗ Appointment reminderEmail + SMS Sent

Hi Emma, Your strategy appointment is tomorrow

Wednesday, 27 August · 10:30–11:30

Google Meet

AFTER THE APPOINTMENTThank you for your appointment, Emma

How was your appointment? Your feedback helps us make the next appointment even more useful.

★★★★★Leave a reviewBook another appointment

Scheduling

Share only times that are genuinely available.

Offer only times the whole system can honour.

Zencal checks Google Calendar, Outlook and iCloud together with working hours, buffers and team rules. Busy time disappears, and the confirmed appointment is added to every connected calendar.

Zencal checks Google Calendar, Outlook and iCloud together. Busy events, buffers, working hours and booking limits remove invalid times.

Connected calendarsChecked just now ✓ No conflicts

Google CalendarPersonal calendar✓
Microsoft OutlookTeam calendar✓
iCloudShared calendar✓

Times your client can bookEurope/Warsaw

WED26Busy11:30

THU2710:3014:00

FRI2809:00Busy

✓ Strategy appointmentThu, 27 August · 10:30–11:30 Synced

Emma WilsonAttendee Google Meet ↗

Google Calendar✓
Microsoft Outlook✓
iCloud✓

Management

See your business data in one place.

Turn activity into decisions your team can act on.

Sales, bookings, traffic and team performance feed one analytics view. Compare conversion and revenue, see which campaigns and specialists perform and manage access without exporting data.

Sales, bookings, traffic sources and specialist activity flow into one current view without manually combining reports.

Live business dataUpdated automaticallyLive

€SALES€24.8k↗ 18%

▣BOOKINGS128↗ 12%

↗TRAFFIC2,940↗ 9%

This month’s resultscompared with July

Revenue€24.8k↗ 18%

Paid bookings128↗ 12%

Conversion38%↗ 6%

↗GROWTH RECOMMENDATIONOpen more Thursday slotsHigh confidence

Thursday appointments at 10:30 convert best and are sold out three weeks ahead.

Conversion64%+14 pp

Demand18waiting

THE SYSTEM WORKS FOR YOUR BRAND

Empower your brand. Not a marketplace’s.

Build a business around tax preparation, tax planning and the client relationships that follow. Pay no marketplace commission.

Own your positioningEvery offer and client touchpoint reinforces your name. Not a marketplace’s.

Keep the relationshipClient context, trust and the next opportunity stay with your business.

0% sales commissionZencal never takes a percentage of the services you sell.

Let’s start with what matters to tax advisors.

A practical checklist for choosing a system that supports the sales, scheduling and client work behind tax advisors.

Can I present tax preparation as a clear offer with its own price, duration and preparation rules? Yes!
Can clients book and pay for tax planning without a chain of messages? Yes!
Can I connect quarterly reviews with intake, confirmations and reminders? Yes!
Can I make irs representation a visible next step after the first purchase? Yes!
Can I use Zencal for easily adjust availability during peak periods? Yes!
Can I collect necessary tax documents before appointments? Yes!
Can I use Zencal for tax preparation, planning, and advisory sessions? Yes!
Can I use Zencal for professional booking experience for clients? Yes!
Can I use Zencal for quarterly tax planning sessions? Yes!
Can I use Zencal for remote tax advisory with video calls? Yes!
Can clients see real availability for tax preparation before contacting me? Yes!
Can I keep the offer, booking, payment and follow-up for tax preparation in one client record? Yes!
Can I automate confirmations, preparation instructions and reminders for tax planning? Yes!
Can I run the client journey around quarterly reviews under my own brand? Yes!
Can I sell tax preparation, tax planning and quarterly reviews with 0% Zencal commission? Yes!

Have another question? Ask the founder directly

Legal, data and technical detailsbefore moving to Zencal.

Review data processing terms, infrastructure location, available integrations and the technical conditions of migration before implementation begins.

Do I have to move my entire calendar?

No. Connect your current Google, Outlook or iCloud calendar and keep using it as before. Zencal checks for conflicts and adds new bookings to the connected calendar.

Which calendar and payment integrations are supported?

Zencal connects with Google Calendar, Outlook and iCloud. Supported payment providers include Stripe, PayU, Przelewy24, tPay, PayPal and AutoPay. Each connection can be introduced without replacing the rest of your technical setup.

How can existing client data be migrated or exported?

Connecting a calendar does not require rebuilding it. Client data can be imported and exported, and our team can help plan a larger migration before making any client-facing changes.

Where is the core Zencal infrastructure hosted?

Core cloud infrastructure is hosted in Frankfurt, Germany, within the European Union.

How is personal data protected?

Zencal processes entrusted data under a GDPR data processing agreement and applies appropriate technical and organisational safeguards. The intended data scope, retention rules and access model should be confirmed as part of your implementation.

Read the DPA and sub-processor list

Is a data processing agreement available?

Yes. An Article 28 data processing agreement forms part of the service terms and documents the roles and responsibilities involved in processing entrusted personal data.

Read the DPA and sub-processor list

How are transfers involving non-EEA sub-processors protected?

Where processing involves a sub-processor outside the European Economic Area, safeguards such as Standard Contractual Clauses are used in accordance with the applicable data processing terms.

See the sub-processor list

GDPR

Documented roles and rules for processing entrusted personal data.

Data processing agreement

An Article 28 DPA forms part of the service terms.

EU infrastructure

Core cloud hosting is located in Frankfurt, Germany.

Secure payment providers

Payments run through providers such as Stripe, PayU and Przelewy24.