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Turn Client Scheduling into Organized Success

Never miss a tax deadline or client appointment again. Schedule accounting events, manage client calendars, and automate recurring tasks.

Huppi CRM Dashboard

Stop Missing Critical Accounting Deadlines

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Scattered Deadlines

"Tax deadlines in spreadsheets, VAT returns forgotten"

All accounting deadlines in one organized calendar

Every VAT return, provisional tax, and annual filing deadline is automatically scheduled and tracked. No more missed submissions or last-minute rushes.

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Manual Scheduling

"Manually scheduling each payroll and tax event every year"

Automated recurring events for accounting tasks

Never manually schedule the same events again. Set up VAT returns, payroll processing, and tax deadlines once, and they'll automatically repeat according to your schedule.

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Client Calendar Chaos

"Different calendars for each client, no overview of workload"

Unified calendar view with client filtering and event management

See all your client events in one place. Filter by specific clients, view timeline or monthly views, and manage meetings, calls, and accounting tasks across your entire practice.

Everything You Need to Manage Client Schedules

Multi-View Calendar System

Timeline, list, and monthly calendar views

Filter events by specific clients or view all at once

Create multiple calendars for different practice areas

Sync Huppi clients with external client database

How Huppi Calendar Works for You

1

Setup Clients & Calendars

Sync your Huppi clients or import external contacts. Create multiple calendars for different practice areas and organize your client base.

2

Schedule Accounting Events

Use pre-built templates to schedule VAT returns, provisional tax, AFS, and payroll processing. Set recurring events that automatically repeat.

3

Track & Manage

View all events in timeline, list, or monthly views. Filter by client, track progress, and manage your entire practice workload efficiently.

Choose Your CRM Plan

 

Complete Feature Comparison

Features
Huppi Lite$/mo
Popular
Huppi Pro$/mo
Huppi Enterprise$/mo
Core Features
Invoice Generation
Expense Capturing
Exportable Data
Bank Statement Conversion2 Documents/monthUnlimitedUnlimited
Advanced Features
Bank Statement Reconciliation
All Insights and Statements
WhatsApp Integration
Document Store
Payments
Enterprise Features
Scheduled Invoices
Expense Approval
Inventory Management
Multi Currency
Additional Seats Purchaseable
Accounting on POA
Support & Seats
Seats Included113

Frequently Asked Questions

Huppi Calendar seamlessly integrates with your existing Huppi clients and invoicing system. When you sync your enterprises to clients, all your customer information becomes available for scheduling. You can create events for specific clients and track your entire practice workload in one place.
Yes! The system includes pre-built templates for common accounting tasks like VAT returns, provisional tax, AFS preparation, and payroll processing. You can set these to repeat monthly, bi-monthly, or yearly, and customize the duration and schedule for each client's specific needs.
You can create meetings, phone calls, tasks, events, and other custom event types. Each event can be assigned to specific clients, given start and end times, and tracked through different statuses: scheduled, in progress, completed, cancelled, or rescheduled. Events are color-coded for easy visual management.
Yes! The calendar offers three different views: Timeline view shows a week-by-week schedule, List view displays events in a structured format, and Monthly view provides a traditional calendar layout. You can filter events by specific clients or view all events across your entire practice.
Absolutely. We use enterprise-grade security with end-to-end encryption for all calendar and client data. Your information is stored on secure servers with regular backups, and we comply with all relevant data protection regulations. You maintain full control over your data and can export it anytime.
You can start using Huppi Calendar immediately after signing up. Simply sync your existing Huppi clients or import external contacts, create your first calendar, and begin scheduling events. The system includes pre-built accounting event templates to get you started quickly.

Ready to Transform Your Client Scheduling?

Join thousands of accountants who never miss a tax deadline or client appointment again.