Intuitive appointment scheduling software for accountants
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- Free 14 day trial
- No credit card required
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Powering online booking for the world’s best brands… and you!
Real time availability calendar
Time-saving scheduling features
Powerful accounting software
Self-scheduling for your clients, 24/7
Keep updated customer records
Businesses that love Appointedd
I can confidently say that it has been, without contest, the best tool I've used in my business so far. Streamlining the process of arranging client appointments, reducing missed appointments and receiving feedback from clients. I recommend Appointedd to every new business I speak to.
We use the Appointedd system as our booking system through our website. The system is flexible, easy to use and has been adaptable to suit our business needs. In addition, the before and after sales support provided by Appointedd has been prompt, informative and questions are answered without delay. The team seamlessly assisted us and worked alongside our web developers to install a faultless booking system for our clients. Bookings have been made easy!
The Golf Hub
We considered around 3 alternatives to Appointedd all of which seemed very expensive for what they did and had less functionality. Appointedd looked like a user-friendly and powerful solution and after taking our free trial we realised it was everything we hoped it would be and much more.
Glow Tanning Nails and Beauty
Free 14 day trial. Instant access and no credit card required.
Explore all accounting scheduling software features
- Activity log
- API & webhooks
- Asset & inventory management
- Booking website & widgets
- Booking form
- Calendar sync
- Capacity management
- Covid safety
- International meetings
- Marketing automation
- Mobile app
- Online payments
- Reminder, follow-up & confirmation
- Service scheduling
- Staff scheduling
- Timezone scheduler
- Video conferencing
- & more
Real time schedule and calendar sync
Our highly connected online scheduling system is integrated with all major external calendar applications (including Microsoft Outlook, Google Calendar, and iCloud Calendar) to ensure your accountant work schedule is reliable and easily accessible.
The Appointedd calendar sync feature works two-ways so any changes made to Appointedd will reflect in your external calendar, and vice versa, so your availability and appointments are always in real time.
Connect Appointedd and FreeAgent
FreeAgent’s accounting software covers everything from invoices to tax and is designed to make business finance stress-free.
The Appointedd and FreeAgent integration means your balance sheet will automatically stay up to date with your online bookings, whether it’s creating invoices seamlessly from appointments in the diary, or taking deposits and payments online.
All of your customer contacts will be matched and you’ll save hours of admin time by not having to separately input data.
Insightful accounting scheduling
Appointedd’s comprehensive reports and customer records are what set us apart as the best software for accountants, enabling you to prepare easily and more efficiently for client appointments. Check customer records for any account or booking notes and review previous appointments and communications.
Optimized insights for you means optimized services for your clients. We automate the process of tracking and recording all client communications and appointments, allowing you to effortlessly comply with regulations such as the GDPR.
Business overview on the go
Powerful client appointment scheduling
Real-time, 24/7 online booking lets your clients book your services with convenience and flexibility. Appointedd enables you to show your available appointments online through your Appointedd microsite and booking widgets.
Our widgets easily embed into your current website or social media page so that current and prospective clients can easily find available appointments and self-schedule with you at their own convenience.
Build comprehensive customer records
Keep detailed customer records and notes for seamless client management. Appointedd’s standard CRM fields will obtain client’s contact details, while the ability to add custom CRM fields allows you to ask clients for additional information that is relevant for your business. Utilize Appointedd’s CRM to:
- keep detailed customer records of client communications and
- access previous bookings and communications
- send emails and SMS directly from customer records, and more
Automated client communications
Cut down on unnecessary and time consuming administration tasks. Our automated email and SMS notifications make accounting management easy with communications that keep your clients up to date and informed. Appointedd generates automated notifications for:
- booking confirmations
- appointment reminders and follow-ups
- web meeting links for virtual appointments, and more
Carefully selected accounting scheduling software integrations
Improve your booking journey
Give your clients full transparency with a customized booking flow for your business. Empower clients to select the service or accountant they prefer, and let them tailor the service they book to suit their needs.
Add booking questions to further build your customer insights ahead of appointments, letting you make the most of your time with your clients. You’ll build client confidence in your ability to meet their needs and also save time preparing for appointments.
Customize your booking process
The Appointedd marketing suite gives you the opportunity to customize notifications and communications so you can create personalized emails and campaigns to send to your clients.
Create communications that are triggered by events in the booking process based on your set criteria, and include important information such as links for professional communications that set the standard for your accounting services.
Affordable and complete scheduling
Appointedd’s flexible subscription plan provides you with your complete scheduling solution. Our plan is available via a monthly or annual payment with the flexibility to cancel at anytime – no contract!
From your Appointedd account you can access all of our booking tools and integrations, customize your bookable calendar and update your business information.
Our product experts are also available to make sure you get the most out of your accounting and scheduling software.
Industry leading support from day one
- 24/7 live support provided by experts
- Guided phone or video-conferencing setup call
- Free introductory consultation and training
- Wealth of online support knowledge base
- Industry-specific in-app product tours
Free 14 day trial Get familiar with all Appointedd features. Without a credit card and without a commitment.Get started for free
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