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.
Sign up for a free account and book your first appointment in minutes. Setmore is user-friendly for all skill levels.
Customize Client Profiles
Add notes to client profiles, view appointment history, and book appointments in seconds.
Maintain total transparency with your team, manage their workload, and assign last-minute appointments.
Financial advice sometimes requires multiple meetings and follow-ups. Schedule repeat meetings with clients instantly.
Drag and drop to reschedule, or let clients reschedule themselves, and notify your staff directly.
Grow from Anywhere
Manage your advisors and get a real-time view of all schedules on-the-go, with the Setmore mobile app.
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.
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.
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.
Integrate for seamless scheduling
Connect your accounting practice software with other leading business apps to enhance customer experience.
Sync calendar events between Google and Setmore.
Sync calendar events between Office 365 and Setmore.
Accept all types of payments for appointments, from Anywhere.
Self-service client appointments
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.
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.
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.