Never Have An Empty Appointment Book Again.

Organize and automate your appointment booking, reminders, and client communication with a fully customizable Appointment Management System for Financial Advisors and CPAs.

Works with your existing calendar & workflow

Apptoto integrates with Google, Outlook, Salesforce, Apple, Android, Clio, Zapier and more.
A bookkeeper happily looks at his appointment schedule with a reminder text asking his client to confirm their appointment.
A bookkeeper happily looks at his appointment schedule with a reminder text asking his client to confirm their appointment.

Eliminate No-Shows Book More Clients

Save Time & Moneys Save Time & Money

A picture of an accountant looking at an invoice that, when clicked, shows a video about Apptoto.

Do You Struggle With:

  • Spending too much time on appointment scheduling and management?
  • Trying to manage multiple systems for bookings, reminders, and client communication?
  • Booking new clients? Or retaining current clients year after year?

What Apptoto Can Do For You

Tax professionals meeting and looking at an Apptoto booking page that clients can use to book 1 of 4 appointment types.

Apptoto's online scheduling integrates with Google Calendar, Microsoft Outlook, and many more! Integrate with the same workflow you are using now or set up your own booking page using Apptoto.

A CPA working on his laptop with logos of products Apptoto integrates with, including Google, Microsoft, and Salesforce.

Apptoto allows you to book and manage your entire team's calendar and messaging all from the same place. Use it to run the appointments of the whole office!

Two bookkeeping professionals laugh together while looking at an iPad with an inbox showing 3 client notifications.

We know you have a lot of clients, and it can be hard to manage all of the communication. With Apptoto, you can communicate with your clients through whichever channel they prefer! Send text messages, emails, or phone calls. Remind your client of your appointment or give them the option to reschedule. Better yet? Schedule these communications so that they happen automatically!

A smiling accountant after he sent an iPhone message asking his client to leave him a Google review.

Grow your reputation, by collecting more 5-star reviews! Create an automated reminder to leave reviews on your preferred platform.

A woman reviewing documents with a campaign reminder scheduled to send to clients asking them to book a 6-month appointment.

With Apptoto's campaign feature, you will never miss a personal touch again. You can customize and schedule any message. Use them to remind current clients that it's time to schedule an appointment or let them know about upcoming events or opportunities. Apptoto's range of customization allows you to send almost any message automatically.

A cheering CPA with a notification showing her client has paid a $45 deposit before their appointment.

Choose what's required of your clients when they schedule appointments. Customize your booking process to include a required deposit using Apptoto payments.

We Get It - Managing Appointments Can Be Hard

Apptoto has been helping clients like you be in control of their calendar since 2010. Trusted by over 3,000 companies.

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Cole Stevens - Burkart & Stevens, CPAs and Advisors

Cole Stevens
Burkart & Stevens, CPAs and Advisors
Financial/Tax Services

"It was the easiest thing we implemented before tax season....and likely the most beneficial. It works great and it's all automated. Just put the phone number in Outlook and it does the rest!"

Chad Pennycuff - Pennycuff Wealth Coaching

Chad Pennycuff
Pennycuff Wealth Coaching
Financial/Tax Services

"Since I started using your services... my no-shows have dramatically decreased. The product is very simple to use and is a must-have for any appointment-based personal services provider."

Jorge Beltran - Belmont Services LLC

Jorge Beltran
Belmont Services LLC
Financial/Tax Services

"Apptoto has been phenomenal for business. It saves time, and money and provides an excellent tool for both ourselves and our clients... Apptoto is an essential tool, that we cannot live without."

How it works

Connect your calendar

1 Connect Your Calendar

Set up your free account and tell us which calendar(s) you want Apptoto to work with. Don't worry, we won't change your data or send anything without your permission.

2 Review Apptoto's Customized Recomendations

Based on the type of appointments you have on your calendar, Apptoto will give you suggestions for how to schedule your first reminder.

3 Launch Your Automated Appointment Management System

Manage your calendar by automatically sending appointment reminders and custom messages, as well as storing status changes and communication all in one place.

Managing Appointments Isn't Simple Anymore

At Apptoto we understand that managing your schedule and calendar isn't as easy as it use to be. That's why we created a calendar management system that organizes your appointments, reminders and client communication.

The best part of it is, once you set it, you can forget it! You can get back to the thing you and your staff want to focus on; being with your clients.

A woman accountant sitting at her desk writing and using a calculator.

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