Build appointment scheduling software for accountants
Manage tax consultations and client meetings in an AI-powered system built with AI you customize to fit your accounting firm's workflow.
Build exactly what your firm needs
Customize a scheduling tool that looks sleek out of the box. Add only the features you need, like tax document collection, and iterate as your workflows evolve.
Client tax consultation booking
Automated meeting reminders
Secure document prepayments
Staff resource allocation
Onboarding document collection
AI-driven schedule analysis
Unify your scheduling data in real time
Connect client lists, consultation logs, and staff calendars with real-time sync—or manage everything in Softr Databases. Create one source of truth for your finance firm.
Give every client a custom, secure experience.
Give each client and accountant the right views and access. Set up secure logins, user groups, and permissions in minutes—no code required.
Easy, secure logins
Softr apps are mobile-ready. Let clients book on the go by turning your scheduler into a downloadable app in one click via Softr's PWA.
Works on any device
Softr apps are mobile-ready. Let clients book on the go by turning your scheduler into a downloadable app in one click via Softr's PWA.
Automations
Build native automations with Softr Workflows to handle meeting reminders, appointment status updates, and calendar syncing automatically.
User groups
Provide separate logins for firm partners, staff accountants, and clients, ensuring everyone has a personalized scheduling dashboard.
Advanced permissions
Apply rules for different user roles. Customize who can view staff availability and which actions they can take at a granular level.
Security
Protect sensitive financial information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
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
Build your appointment scheduling software for accountants in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like secure fee payments or automated reminders as your firm grows—without needing to start over.
Flexible as you grow
Start with scheduling, then add client portals, dashboards, or intake forms—all in one place with no extra tools.
Generate a fully custom scheduling software in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your appointment scheduling software
Describe what you need. Softr's AI builds your accounting scheduling tool in minutes with no code required.