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 sitting at his desk looking at his appointment schedule on his computer while holding a piece of paper with an automated text message appointment reminder for an accounting service appointment that reads, Hey Alex, you have an appointment tomorrow with Jones Accounting Services. Reply 1 to confirm, 2 to cancel or 3 to reschedule.
A bookkeeper sitting at his desk looking at his appointment schedule on his computer while holding a piece of paper with an automated text message appointment reminder for an accounting service appointment that reads, Hey Alex, you have an appointment tomorrow with Jones Accounting Services. Reply 1 to confirm, 2 to cancel or 3 to reschedule.

Eliminate No-Shows Book More Clients

Save Time & Moneys Save Time & Money

An accountant sitting at her desk with a computer monitor that displays an invoice. In front of the photo is a play button that says watch the video

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

Three tax professionals standing around a table laughing together while looking at their calendars with a sample booking page that provides the option to book 4 types of appointments: Initial tax consultation, business investment planning, personal financial planning, family financial planning.

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 male CPA wearing glasses, sitting at a desk working on a laptop with logos of products that integrate with Apptoto: Google, Microsoft, Salesforce, Apple, Zapier.

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 at a desk, laughing 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 male accountant wearing glasses, smiling while looking at the camera with an iphone message notification that says, Hey Alex, thanks for coming in yesterday. If you don't mind, can you leave us a quick review on Google?

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

A smiling young woman with glasses reviewing client papers with a sample of a scheduled reminder going out to a VIP list reminding clients to schedule their 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 woman CPA siting at her desk, cheering with her fists in the air and a dropdown of payment options: pay in full, deposit, copay, require card with no show fee. Copay is selected for the amount of $45.

You choose what's required of your clients when they book appointments. Customize your booking process to include a required deposit.

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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