- 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.
*Sage
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
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.