Tax season. Audit season. Client season. Schedule them all.
When every advisor is at capacity and every client needs a meeting this week, Merge keeps it fair and organized.
How agencies use Merge
Tax season surges where 200+ clients each need to meet their assigned CPA within a two-week filing window.
Annual audits that require matching specific audit managers to client accounts while balancing the team's workload.
New client onboarding across multiple practice areas where partners, managers, and specialists all need face time.
Global firms with clients and staff across timezones who need meetings during mutually reasonable hours.
How it works
Create a client project
Define the engagement window: meeting duration, date range, and your team's business hours.
Add your team
Invite advisors, CPAs, or consultants and set capacity limits. They connect their calendars.
Generate available slots
Merge finds times during each client's reasonable hours that overlap with team availability.
Send client invites
Each client gets a unique link. They book in their timezone, no account needed.
Dead simple for the people you're scheduling
No signup. No calendar permissions. Just pick a time.
Receive link
Personalized invite via email
Pick a time
Available slots in their timezone
Done
Calendar invite sent instantly