Build cpa firm scheduling software, no code required
Streamline appointments, manage schedules, and enhance client interactions with a customizable app tailored to your CPA firm's needs.
Customize your scheduling tool around your processes
Choose only the scheduling features your CPA firm needs today, and easily adapt your setup as your team’s workflows or client needs change.
Client appointment booking
Staff calendar management
Automated reminders
Recurring meeting scheduling
Resource allocation tracking
Appointment status updates
Bring all your scheduling data together
Connect calendars, management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your scheduling needs.
Custom scheduling access for every role. No dev time required.
Let accountants, admin staff, and clients manage scheduling in a secure, branded portal. Set permissions and personalized access in minutes—no code needed.
Works on any device
Connect with your calendar and email tools to automate appointment reminders, confirmations, and follow-ups.
Automations
Connect with your calendar and email tools to automate appointment reminders, confirmations, and follow-ups.
User groups
Assign roles for accountants, admins, and clients—each with access to only the scheduling tools they need.
Advanced permissions
Control who can view, book, or modify appointments and availability—down to each user group.
Security
Keep client and appointment data secure. Softr is compliant with SOC2 and GDPR standards.
Conditional forms
Capture appointment details, client preferences, or pre-meeting information using customizable forms.
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AI assistant for your CPA team
Let staff ask AI about client schedules, availability, or deadlines—instant answers, right inside your scheduling software.
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
Get your CPA firm's scheduling system live in minutes with simple drag-and-drop tools.
Consolidate your stack
Easily adjust calendars, add services, or update workflows as your client needs change.
Flexible as you grow
Combine scheduling, client info, and internal tools—all in one platform, no extra software needed.
Build a fully custom CPA firm scheduling software 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 cpa firm scheduling software today