Online booking for tax advisors
Manage consultation bookings during the busy tax-filing season. Set daily limits and leave enough time for work between client appointments.
A paid 60-minute consultation and a 30-minute follow-up, with a daily cap so consultations cannot swallow filing time, and the documents to bring in the confirmation message.
Season eats the work#
The failure mode is well known: February fills entirely with consultations, many of them from people comparison-shopping, and the returns you are actually being paid for get done at midnight.
Foreign clients add a second layer. They often do not know whether they need to file at all, what documents exist, or what 源泉徴収票 is, and each of those becomes a phone call.
Suggested booking settings#
Consultation demand increases during tax-filing season. Leave enough time for preparation and filing work between client appointments.
| Duration | 60 minutes for a consultation, 30 for a follow-up |
|---|---|
| Booking notice required | 48 hours |
| Time between appointments | 15 minutes after |
| How far ahead customers can book | 90 days |
| Max bookings per day | Use a daily cap in filing season or the whole day becomes consultations |
| Location | Video, or in person |
| Payment | Paid online — it filters out the browsing and keeps the schedule for clients |
| Cancellation policy | Full refund 48 hours before |
Suggested booking questions: Employed, self-employed or both? · Do you have foreign income or assets? · Which tax year?
The 確定申告 deadline of 15 March is the entire year in one line. Open the calendar wide from January, put the documents to bring in the confirmation message, and cap consultations per day so the filing itself still gets done.
Cap the consultations#
Set Max bookings per day on the consultation event type — three or four. Once it is hit, the calendar stops offering them and the rest of your day survives.
Charge for the first meeting#
A paid consultation filters out browsing without deterring real clients, and because it is paid online the booking is committed before it reaches your schedule. Charging for bookings
Put the document list where it is repeated#
The confirmation message on the event type appears in the confirmation email and again in every reminder. Put 源泉徴収票, foreign income statements and last year’s return in it and most of your preparation problem disappears.
Open the calendar in January#
Ninety days ahead, so clients can book the February slot in January rather than calling you in March.
Getting started#
- Sign in at app.marubox.jp with Google or Microsoft. There is no credit card required and no time limit on the free plan.
- Create an event type with the settings above. Event types explained
- Connect your calendar so your consulting hours never gets double booked. Google · Outlook
- Set your working hours, and close Japanese public holidays in one setting. Availability
- Put the link in your bio, or the widget on your site. Adding it to your website
Common questions
How do I stop 確定申告 consultations taking over February?
Set a daily cap on the consultation event type and give filing work its own protected hours in a separate availability schedule. Consultations stop at the cap; the rest of your day is yours.
Should I charge for an initial tax consultation?
It filters out comparison shopping and commits the booking, which matters most in the weeks when your time is scarcest. Take it online so the payment is settled before the meeting.
How do I tell clients what to bring?
Put the list in the event type’s confirmation message. It appears in the confirmation email and in every reminder, so it is in front of them the day before.
Start taking bookings online
The Free plan includes booking pages, Google Calendar and Outlook connections, working hours, Japanese holiday settings and booking on your website. No credit card is required, and there is no time limit. The Paid plan is ¥1,200 per month including tax and adds online card payments, team bookings and LINE integration. Business Box charges no booking commission; Stripe processing fees apply separately.
Last reviewed 16 October 2026.