For tax preparers & enrolled agents

Tax-season booking without the data exhaust.

Filing status, dependents, business income, K-1 count. The pre-appointment questions you ask describe a client's whole financial life. Harbor passes the answers to you and forgets.

Want a walkthrough? Contact us for a demo.

Tell us a little about your business and we'll set up a personal demo of Harbor Booking. No pressure, and nothing gets stored that you don't want stored.

Everything Acuity has. Plus the things they hold back.

The features small businesses actually pay other tools for, included from day one.

No-show killer

SMS reminders

Twenty-four hour and one-hour text reminders fire automatically. Clients can reschedule from the link in the text. Carrier-registered for reliable delivery.

Get paid up front

Deposits via Stripe

Charge a percentage of the service price at booking. Money lands directly in your Stripe account. Per-org refund rules for cancels and reschedules.

Pass-through, not stored

Intake questions

Ask what you need at booking. Answers go straight to your inbox. Harbor never writes them to a database. Marketable as a real privacy promise.

Your site, your brand

Embeddable widget

Drop a single iframe snippet on Squarespace, Wix, WordPress, or plain HTML. Your customers book without leaving your site.

Recover cancellations

Auto-waitlist

Slot fills up? Clients join the waitlist with one tap. When someone cancels, the next match gets a book-now link. No staff time required.

Set once, run forever

Recurring appointments

Weekly, biweekly, or monthly. Up to 26 occurrences booked in one click with automatic conflict detection. Cancel one or cancel the whole series.

Your brand on top

Co-branded everything

Your logo and business name appear on the booking page, the admin dashboard, the confirmation emails, and the reschedule pages. Harbor sits underneath as "powered by".

Service catalog

Prices, deposits, buffer time

Per-service pricing and deposit percentage. Buffer minutes before and after each appointment so back-to-back slots stop wrecking your day.

Workforce included

Staff scheduling

Shift templates, time tracking, PTO, shift marketplace, internal messaging. Most booking tools make you pay extra. We don't.

Your booking layer shouldn't know what's on the 1040.

Other booking platforms write every intake answer to a database that exists long after April. That's an indefinite IRS-adjacent liability you don't need.

Harbor's intake is pass-through. Answers travel to your secure inbox and our servers forget. Your tax software holds the real client file, the way it should.

  • Intake answers never persisted
  • Free-text capped server-side, no LLM piping
  • Medical-info warning shown to every client
  • Self-hosted on infrastructure we own
Intake answer storage
0 rows
Across all customer organizations. Ever.

Competitors typical~5 years
Harbor BookingZero retention
HIPAA scope riskNone
Breach blast radiusEmail only

What other tools charge extra for.

Honest comparison. Things Acuity, Square Appointments, and Setmore typically gate behind their higher tiers.

Feature Harbor Booking Typical competitor
SMS reminders Included Paid add-on or per-message
Booking deposits 2% platform fee Pro tier or higher
Embeddable widget One iframe snippet Limited on free plan
Waitlist with auto-notify Included Often missing
Recurring appointments Up to 26 in one click Pro tier
Staff scheduling, PTO, time tracking Included Separate product
Pass-through intake (zero storage) Harbor only Stored, indefinitely

Two prices. No surprises.

Free covers most one-person operations. Pro covers everything else.

Free

For solo operators and small teams.

$0 /month
  • Unlimited bookings
  • Email reminders
  • Embeddable widget
  • Pass-through intake
  • Waitlist and self-serve reschedule
Start free

Through April fifteenth.
Without the data hangover.

Free for solo preparers. Document drop-off slots and review meetings. Stripe deposits for complex returns. SMS reminders so clients bring their W-2s.

See every industry Harbor Booking supports
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