Amid concern about inflation, rising interest rates, and potential looming crises, accountants are juggling endless tasks. When they are busy with fluctuating revenue trends, accountants may find it hard to address clients’ concerns. Missing an important client meeting can negatively impact your firm’s reputation, which is why investing in accounting scheduling software has become inevitable for every accounting firm.
Unlike tools that require add-ons for every task, Picktime offers an online scheduling software for accountants. You can set up a booking page, send automated reminders, and manage your team’s schedule from a single, easy dashboard. With the Picktime mobile scheduling app, accountants can manage their appointment schedule anywhere, anytime.
With Picktime managing the busywork, you can focus more on numbers that matter. In a few clicks, you (or your assistant) can set up a simple online booking page for your accounting firm and get dedicated service-specific booking links. By sharing these redirect links, you can route them to the right services without requiring so many steps. This lets you indulge in fewer interruptions from calls and emails, giving you more room for real work.
Ready to simplify scheduling? Sign up for free with Picktime for accountants.
Key Features
- Offer 24/7 appointment bookings in your firm
- Your booking page shows real-time updated slots
- Create recurring bookings with your fellow accountants
- Add important notes to your client profile
- Sync your favorite calendar apps
- Schedule seamless video conferences
- Send and receive automated email and SMS notifications
- Create rosters for your team members
- Access your Picktime account on your mobile app
- Get overviews and detailed reports of your accounting firm
Benefits of Picktime for Accounting Firms
Stay Updated with Your Schedules
You can view your upcoming meetings in the overview section of your Picktime account. Receive automated notifications with the help of accounting firm scheduling software to stay on top of your upcoming schedules. To keep things simple, Picktime sends a calendar invite (.ics) with the confirmation, ensuring clients can add the appointment instantly to their preferred/personal calendar.
Clients Can Schedule Appointments Anytime
We understand that your work involves more than just attending client meetings. You also need to complete their financial reports on time. To simplify client bookings, you can set your work hours availability on your booking page. With Picktime’s accounting practice management software, clients will be able to see slots when you are free to schedule meetings.
Manage Recurring Meetings with Free Accountant Scheduling Software
For clients who require repeated meet-ups, you can easily set up recurring appointments on your Picktime calendar. This feature enables you to schedule multiple meetings simultaneously, eliminating the need for clients to set up individual appointments separately.
Video Consultations for Clients Who Cannot Visit Your Office
Some clients may be unable to visit your office to discuss their financial needs. In such cases, we support scheduling virtual meetings. You can easily connect video conferencing platforms, such as Zoom, Microsoft Teams, Google Meet, and more, to your Picktime account. Furthermore, you can attach these meeting links to their confirmation and reminders emails, helping them to remember their scheduled meeting time.
Save Your Client Notes in Picktime for Future References
If you maintain a book to record data, it can be difficult to refer to clients’ information. With an accountant scheduling software, you can simply add the notes to the client profile. As a result, it will be easy for you to refer to them for future financial consultations.
Explore Picktime’s free accounting scheduling software to enhance your client communication and grow your business.
