Book a consultation with a tax professional
Pick a slot. Done.
Skip the week of “does Tuesday work?”. Pick the professional, pick what you want to talk about, and choose a time they have open. You see the length and an estimated cost before you confirm.
14-day free trial · No credit card required
Included in: Every plan
What it does
Put time in a professional's calendar without the back-and-forth.
No back-and-forth
Pick a slot instead of proposing three times by email.
The right professional
Book with the person you already work with, or someone from the marketplace.
It is on both calendars
The appointment is in the workspace, not only in your inbox.
How it works
How book a consultation works
- 1
Choose who
Your professional, or one you found in the marketplace.
- 2
Pick a time
From the slots they have made available.
- 3
Show up
The appointment is confirmed and visible to both sides.
The details
Book a consultation, in detail
Pick what it’s about
Choose a consultation type: tax planning, a deduction review, a quarterly review, business structure, or a general consultation. Each type has a set length, from 30 to 90 minutes, and you can list the topics you want to cover.
Only open times
Pick a date and you are shown the slots that are actually free. Conflicts are checked first, so you only see times that fit.
The cost before you confirm
The summary shows the professional, the length and an estimated cost based on their hourly rate, so there is no surprise after the call.
Instant booking for packages
Some professionals in the marketplace offer fixed packages you can book instantly. Your bookings are listed in one place, with their payment status.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where book a consultation is included
Every plan. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Book a consultation questions
Run your business. Live your life.
Try book a consultation with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required