06 Use case

Calendar Sync for Accountants and Bookkeepers

Keep client deadlines, the firm calendar, and your own schedule in sync through busy season — without one client's information leaking onto another's calendar.

The problem

An accountant’s calendar is a stack of other people’s deadlines. Filing dates, client meetings, the firm’s shared calendar, and your own commitments all compete for the same hours, and the pressure is not even across the year. Busy season turns a manageable schedule into a stack of overlapping commitments. If your firm calendar, your client-facing calendars, and your personal calendar cannot see each other, you commit to a client call during a slot the firm already booked, and someone has to be told no.

How Hetk helps

Connect the calendars that matter, the firm calendar, any client or practice-management calendar that exports events, and your personal one, and sync them so your real availability is in one place while each client sees only what they should.

  • Firm and client calendars → personal, full detail. One-way syncs bring every booked commitment onto the calendar you actually watch, so nothing is hiding in a system you only open once a day.
  • Personal → firm or client, “Mark as Private.” Reserve your time on a shared calendar as “Busy” without exposing what it is, or, critically, which other client it concerns.

A common setup

SyncDirectionPrivacyPurpose
Firm calendar → PersonalOne-wayNoneFirm commitments land on your personal calendar
Client A calendar → PersonalOne-wayNoneClient A’s meetings and deadlines on your calendar
Personal → FirmOne-wayMark as PrivateYou appear busy to the firm without exposing client specifics

Why the privacy direction matters

Client confidentiality is not a nicety in this work. If you sync your personal calendar onto a shared firm calendar or a client’s calendar with full detail, “Call with Client B re: HMRC enquiry” becomes visible to whoever can read that calendar. Syncing that direction with “Mark as Private” reduces it to “Busy”: the time is reserved, the substance stays with you.

Through busy season

The value shows up when volume spikes. Every deadline and meeting booked in any connected system lands on one calendar automatically, so you see conflicts while there is still time to move something, rather than discovering a double-booking the morning of. When a client reschedules in their system, the change follows onto your calendar within seconds.

Pricing

The Personal plan ($15/year) covers up to 3 sync pairs, enough for a sole practitioner with one or two key calendars. The Professional plan ($50/year) covers up to 8, which suits managing several client calendars alongside the firm and personal ones. Both include a 21-day free trial.

Frequently asked questions

Can one client see another client’s meetings on my calendar?

Not if you sync your personal calendar to each client or to the firm with “Mark as Private.” They see that you are booked, never the title or which other client it involves.

Does Hetk integrate with my practice-management software?

Hetk syncs Google, Outlook, and iCloud calendars. If your practice-management tool exports events to one of those (many sync to Google or Outlook, or export an ICS feed), Hetk syncs that calendar like any other.

Will a signed DPA be available for my firm?

Yes. Hetk signs data processing agreements on request, email [email protected].

See also

Calendar sync for consultants | Calendar sync for lawyers | Use cases