Appointment scheduling software for accountants.

Spend more time crunching numbers and less organizing your calendar. Automate the booking process for your business.

Setmore logo icon in green colour Smiling client using setmore for appointments
Setmore calendar on multiple devices

Equip your firm with free accountant scheduling software.

Get a real-time view of your schedule and instant booking notifications. With Setmore, your appointment and client information syncs across desktop, tablet and mobile.

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Accountants ❤️ Setmore

Put your energy into audits not admin, with an easy-to-use accounting scheduling app.

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Smiling lady accountant booking appointments
Man using setmore to book appointment

Provide important information in advance.

Maximize your appointment time by adding custom T&Cs to your Booking Page. By displaying what is required from clients before booking, they can come prepared. Customize your clients’ automated reminders to include details beyond the where-and-when, including types of financial data to provide for consultations.

Empower your team to manage their schedules.

Give staff members individual logins and Booking Pages with your accounting firm scheduling software. Your team of specialists can showcase their individual services, set their availability, and book their own clients. Account admins have access to each calendar so tracking staff productivity is simple.

Team meeting on managing schedules
Ladies using setmore book accountant appointment

Book a full tax year of appointments.

Ensure long-term clients have reserved spots on your calendar by scheduling daily, weekly or monthly recurring appointments. Help businesses keep on top of financial goals, meet important tax deadlines, and organize your time between accounts. With accounting practice scheduling software, you have a full view of your schedule year-round.

Feature glowing reviews on your Booking Page.

Word-of-mouth is a powerful tool. Share your clients' delight by showcasing reviews on your Booking Page. By automating review requests after each appointment, you can strengthen your business' credibility. Encourage more customers to choose your services, by displaying positive feedback at the point of booking.

Client showcasing reviews on booking page

All-in-one online scheduling for accountants.

Community group of Setmore customers

Make the magic happen, we’ll make sure it happens on time.

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