Appointment Reminder System for Accountants

Your clients can’t afford to miss their tax deadlines, so make sure they remember their scheduled appointments with customizable email reminders, voice reminders, and automated text message reminders from Apptoto.

Apptoto has been phenomenal for our business. It saves time, money and provides and excellent tool for both ourselves and our clients. Clients have in numerous occasions remarked on how profesional our communication service is with them, and that is greatly due to Apptoto.

Information and communication with our clients is key, and due to the high demand during tax season, the amount of appointments made and kept are essential to our company’s success. We started using Apptoto almost 3 years ago, and it has transformed our day to day operations for the better. Apptoto takes care of reminding our clients of their appointments so that we can dedicate ourselves to serving their Income Tax needs. Apptoto is an essential tool, that we cannot live without. It pays for itself.

Jorge Beltran
Belmont Company

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  • Supports multiple users, calendars, locations, and appointment types
  • Customizes reminders to effectively communicate with unique clients
  • Encourages customers to book online with appointment scheduling software
  • Reminds clients of their appointments and when to schedule next

Apptoto’s Appointment Reminder System

Keeping in touch with your clients about upcoming appointments is easier and more efficient with Apptoto. Not only can you set automatic meeting reminders for tax appointments, you can even customize our messaging templates to include helpful details, such an address and what to bring to the appointment.

Automatic reminders help your clients arrive on time and prepared for the meeting, and they help to reduce the number of no-shows and last-minute cancellations which cost your business time, money, and resources.


Get Advanced Notice of Cancellations

Even the best clients will occasionally experience scheduling conflicts, but finding time to call and reschedule the appointment can be tricky, especially if the conflict is an unforeseen event. But with friendly reminders with easy cancel requests, you can help them be a better client by giving your team advanced notice of their need to reschedule. Apptoto also offers easy scheduling tools which allow clients to schedule and reschedule appointments without having to engage a live member of your staff.


It’s Free to Get Started

Make your move toward scheduling software and appointments reminders with Apptoto for tax professionals. Best of all, you can get started today with our free trial period!



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