+1 (800) 749-4920
Man lines up files in a drawer in an accountants office

Scheduling Software for Accountants

Give clients the freedom to book and fill your calendar faster

A lady and a man posing as accountants
People love Setmore
  • app-store-icon
    10k+ 5 star reviews
    five stars logo
  • google-icon
    Perfect 5-star rating
    five stars logo
  • capterra-icon
    Best value, ease of use

    Capterra

  • getapp-icon
    #1 Category leader

    GetApp

Maximise productivity and profitability with Accountant Scheduling Software

A simple, flexible, and robust way to manage your clients and appointments. Say hello to your new accountant booking software.

  • setup icon

    Instant Setup

    Sign up for a free account and book your first appointment in minutes. Setmore is user-friendly for all skill levels.

  • profile customization icon

    Customize Client Profiles

    Add notes to client profiles, view appointment history, and book appointments in seconds.

  • team tracker icon

    Team Tracker

    Maintain total transparency with your team, manage their workload, and assign last-minute appointments.

  • recurring sessions icon

    Recurring Sessions

    Financial advice sometimes requires multiple meetings and follow-ups. Schedule repeat meetings with clients instantly.

  • scheduling icon

    Easy Rescheduling

    Drag and drop to reschedule, or let clients reschedule themselves, and notify your staff directly.

  • trending growth icon

    Grow from Anywhere

    Manage your advisors and get a real-time view of all schedules on-the-go, with the Setmore mobile app.

Build stronger client relationships with time and billing software for accountants.

a staff is explaning terms to a customer
a man curiously is looking at a mac screen

Simplify the booking process

Clients trust your accounting firm for sound financial advice. Give them the power to view your availability and self-book their own appointments to optimize productivity and improve client satisfaction.

Minimize missed appointments

Send text and email reminders to reduce no-shows and cut late arrivals. Customize messages to give customers a friendly, personalized reminder and automate follow-ups with one click.

a business women is checking her phone
a man waving is hand on a video call

Offer one-click video calls

Link up with your clients Anywhere with the Teleport or Zoom video conferencing integrations. Add a video-call link to any appointment and meet with your clients online.

Enjoy 24/7 support

Experiencing a technical issue? No problem. Call, Live Chat, or email us anytime for immediate support. We're available 24/7/365 to answer any questions.

a man is talking on the phone
Setmore App Open on Mac & Mobile Devices

Online scheduling software on every device

Bring more customers to your door and turn them into regulars. Setmore online scheduling software sharpens your brand image while you take charge of your appointment book.

Self-service client appointments

Setmore booking page with highlighted information

Your Setmore account comes with a free Booking Page, a web page that lists your services, staff, availability, and contact information. Share the Booking Page with your clients so they can book their next consultation online, without having to call you.

Booking page with website and highlighted information

Want to take bookings through your website? Of course you do! Just add a few lines of HTML code to embed your Booking Page and give visitors the freedom to self-book direct through your website. Your booking page is compatible with Wix, WordPress, Squarespace and many more.

Setmore booking page with Facebook and highlighted information

Harness the power of the most popular social media platform in the world. Add a "Book Now" button to your Facebook page and empower your followers to self-book their next appointment directly through Facebook.

Try Setmore for your business