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AppointmentReminder.com for Accountants,Tax Pros, CPAs

Published on 18 November 2020

AppointmentReminder.com for Accountants,Tax Pros, CPAs

Appointment Reminder Accountant

AppointmentReminder.com has been helping accountants, tax preparers, and CPAs for years with client reminders. Our tools allow you to spend more time with your clients and less time scheduling and confirming appointments.

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The highlights of the AppointmentReminder.com system:

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  • Monthly contract with 14 day FREE trial period. We offer flexibility if you are just doing seasonal business.
  • Fewer missed appointments — clients receive automatic text, email, and phone reminders as directed by you.
  • Fast Setup — integrate with your current calendar and add online scheduling to your website.
  • Get clients there on-time and prepared with customized reminder messages
  • Quickly respond to clients with 2-way messaging
  • Both you and your clients can access web scheduling day or night, 24/7

Our appointment reminder service that uses SMS, email, and phone calls is tested, used, and proven to work for many tax advisors and CPAs. Here are just some of the calendar options that you have with our flexible system.

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  • Use AppointmentReminder.com integrated calendar to easily add appointments and individualize your upcoming tax season appointments.
  • Google Calendar This is a free system that works great with AppointmentReminder.com. We have a 2-way sync with Google Calendar that allows you to add appointments through both the app and desktop versions of the calendar. More than half of our users use Google Calendar to connect to AppointmentReminder.com.
  • Microsoft Outlook/Office 365 If your calendar is using one of the Microsoft Calendars then connected to AppointmentReminder.com becomes incredibly easy. You simply add the reminder you need, where you need it, and you move throughout the rest of your workflow in one of the many other software solutions that gets the job done for you. We also support the new Microsoft 365 Calendar for businesses.
  • Apple iCloud Calendar we seamlessly integrate with your Apple Calendar with a 2-way sync between the system. This allows you to use the Apple products that you love in-order to schedule and make appointments for clients.

Depending on what tax software you are using we may be able to connect via Google Calendar. Here are some of the software systems that our friends at fitsmallbusiness.com recommend for tax software.

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  • ProSeries Professional: Best overall professional tax preparation software
  • ProConnect Tax Online: Best for QuickBooks Online ProAdvisors
  • Drake Tax: Best value in professional tax software
  • Lacerte: Best software for complex returns such as consolidations
  • CCH Axcess Tax: Best cloud-based software to manage the whole firm
  • UltraTax CS: Best for certified public accountants (CPAs) utilizing CS Professional Suite for their tax and audit practice

To get starting using AppointmentReminder.com click on the “Start Free 14 Day Trial” button below.

Are you ready to save time and money?

Appointment Reminder is designed with one goal in mind – to allow you to
make more money off of your clients, while wasting less time contacting them.