We know how your life as an accountant or bookkeeper can get pretty crazy. Dealing with a high number of customers, managing last-minute requests and getting your schedule organized is not always easy. But here’s the good news: by using an appointment scheduling app you’ll be able to keep everything under control, work on a well-structured weekly plan and always be on top of your calendar.
In this article we’re going to talk about the 5 best appointment scheduling apps for accountants and bookkeepers. This list is based on features and reviews and also on actual feedback gathered from numerous accountant and bookkeeper communities.
Here's our list of the top 5 best appointment scheduling apps for accountants and bookkeepers:
1. Acuity Scheduling
If you’re looking for an easy-to-use yet powerful appointment scheduling app, Acuity Scheduling is a great candidate. This app allows you to customize your appointment booking experience: for example, you can build different links for different scenarios. Also, one of the most appreciated features is the possibility to add buffer time between meetings, so you can always show up on time.
For those who hate waking up to an unexpected meeting booked overnight (who doesn’t?!), Acuity Scheduling allows you to prevent people from scheduling time on your calendar during specific hours. In terms of pricing, Acuity Scheduling offers a number of different plans, including a free plan for users with limited needs. You can also start a free trial on their website.
2. Appointment Plus
Used across the board by small companies and enterprise-sized corporations, Appointment Plus is a very comprehensive appointment scheduling app. In a few clicks you can not only organize your agenda, but also check schedule changes in real time and generate various types of reports. Your customers can easily book their appointments online, while you can schedule automated reminders in order to reduce the no-show rate. Appointment Plus pricing spans from $49 per month (Bronze plan) to $199 (Platinum plan) according to the specific features required.
A lot of accountants and bookkeepers are using it. Calendly is an intuitive and flexible tool to schedule and manage meetings without having to send any emails. This will help you save a lot of time! Integrated with Google, Office 365 and Outlook calendars, Calendly is very easy to configure. It can also be integrated with your website and includes a round-robin feature to better organize your team’s bandwidth. The Basic plan offered by Calendly is totally free, but in order to add more event types, customize your brand or manage group events, you’ll need to switch to one of their paid plans (starting at $8/month per user).
Time is a very limited resource for accountants and bookkeepers, and it’s always great to be able to save some by leveraging automation. This is exactly what Schedulicity aims for. By automating repetitive tasks, Schedulicity is a great partner in enabling you to survive your busiest days. Your customers will be able to book their appointments without having to heavily interact with you, so you can spend more time preparing for the meeting itself. Additional features allow you to personalize and categorize meetings according to your needs, including the possibility of easily rescheduling an appointment. Pricing starts at $20 per month, and changes according to the number of users and the features you need.
5. Microsoft Bookings
If you’re already using Microsoft 365, you probably won’t need to look for a new appointment scheduling app. In fact, MS365 comes with Microsoft Bookings, a tool designed to let you build webpages for your customers to find available times and book appointments in an automatic and simplified fashion. Customers can add your appointments to their personal calendars, and you can also set up automatic reminders for customers and staff.
Ready to step up your appointments booking?
At the end of the day, it’s all about being more productive. Scheduling meetings (and staying on top of them) can be very time consuming. But with one of the appointment scheduling apps mentioned above, you should be able to cut down the time you’re spending on these menial tasks.
Did you know that Plooto is helping accountants and bookkeepers with their payment workflows? Your success is our success – and this is why our platform is designed to unify payments, approvals, reconciliation and reporting. So you can focus on scaling your business while we take care of your accounts payable and accounts receivable processes.