Appointment scheduling software for accountants.

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

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Setmore calendar open on mobile and laptop 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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  • Take bookings 24/7

    Showcase your availability online with accountant firm scheduling software. Allow clients to self-book with ease.

  • Schedule follow-ups easily

    Set up recurring appointments for monthly and quarterly reviews. Ringfence time in advance for all accounts.

  • Accept secure online payments

    Reduce manual invoicing by connecting Setmore with Stripe or Square. Take payments directly from your Booking Page.

  • Automate appointment reminders

    Let Setmore send automatic email andtext reminders for every booking. Reduce client no-shows and stay productive.

  • Receive calendar updates on-the-go

    Stay updated on new, rescheduled or canceled appointments. Get instant notifications directly to your iOS orAndroid device.

  • Consult with clients over video

    Increase your bookable hours with virtual consultations. By meeting clients over Zoom or Google Meet, you cut down travel time.

Accountants ❤️ Setmore

  • 4.75/5 rating based on 749 reviews on Capterra.

  • 4.6/5 rating based on 233 reviews on Facebook.

  • Zippy CPA

    I can be more interactive with my clients. Setmore allows my clients to schedule an appointment with me at their convenience, without them having to make a phone call or send an email.

    Steve Emerson
  • 86%

    of accountants feel positive about using online software to reduce admin time, so they can focus on their clients.*

    Scheduling software for accountant firms reduces hours spent on manual processes. Automate appointment-setting with Setmore and focus on calculations, not checking your diary.

  • This software has changed the way we do business.

    Happy curly hair lady giving review

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 monthlyrecurring 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

  • Set up your accounting firm's Booking Page

    Create a be spoke Booking Page to display your full range of accounting services, availability and pricing. Use your Booking Page as a standalone website or link it to your existing one.

  • Accept bookings from your website

    Add a 'Book Now' button to your accounting firm's website to convert online visitors into customers. Connect Setmore with popular site builders including Wix and Wordpress.

  • Turn Facebook followers into new clients

    Showcase your service menu on social media. Link your Booking Page with yourFacebook profile's 'Book Now' button, and let customers schedule appointments without switching apps.

Community group of Setmore customers

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

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