Build appointment scheduling software for accountants, no code required
Efficiently manage client appointments, streamline scheduling, and reduce administrative tasks with a flexible tool tailored for accountants.
Customize your scheduling to your needs
Set up appointment scheduling exactly how your accounting team works. Add only the features you need today and easily adapt as your processes change.
Client self-scheduling portal
Calendar management dashboard
Automated email/SMS reminders
Appointment rescheduling & cancellation
Client information management
Service type customization
Unify your appointment data in real time
Connect calendars, spreadsheets, and accounting software with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your scheduling needs.
Give every client secure access to appointments.
Let accounting clients book, view, and manage appointments in a branded, secure portal. Customize access and keep scheduling simple and compliant.
Easy, secure logins
Clients can schedule or check appointments from any device. The scheduling app is fully mobile-ready.
Works on any device
Clients can schedule or check appointments from any device. The scheduling app is fully mobile-ready.
Automations
Connect with your accounting tools to automate appointment reminders and confirmations for clients.
User groups
Set up different dashboards for clients and staff so each sees only their own appointments and schedules.
Advanced permissions
Control who can view, book, or reschedule appointments—permissions can be set by user group.
Security
Keep appointment and client data secure. Softr is SOC2 and GDPR compliant, with robust access controls.
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An AI assistant for accountants
Accountants can ask AI about appointments, client details, or schedule changes—answers appear instantly within your scheduling app.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Set up appointment scheduling for your accounting clients in minutes with simple, no-code tools.
Consolidate your stack
Easily add reminders, client forms, or sync calendars as your scheduling needs change—no hassle.
Flexible as you grow
Manage scheduling, client info, and follow-ups in one place—no extra software to buy or manage.
Build a fully custom appointment scheduler for accountants in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your appointment scheduling software now