CPA FIRM SCHEDULING SOFTWARE
Book more client appointments and simplify scheduling with EZnet Scheduler
the web-based scheduling software designed for CPAs, accountants, and tax professionals that want to simplify bookings, reduce missed appointments, and manage client schedules with ease.
EZnet Scheduler is powerful yet easy-to-use CPA firm scheduling software built for accountants, CPAs, and tax professionals that need to manage tax appointments, consultations, audits, financial reviews, bookkeeping meetings, and client communication in one place. Whether you run a solo practice or a multi-staff firm, our online scheduling system helps you stay organized, reduce missed appointments, and keep your calendar full.
CPA firm solutions to:
A better way to manage accounting appointments and busy seasons
Increase bookings, reduce missed appointments, and improve the client experience with EZnet Scheduler - a web-based accounting scheduling system that works 24/7. Let clients book appointments online, automate reminders, and keep accountants, clients, and calendars aligned.
Integrated Online Payments for Appointment Scheduling
Accept deposits, service fees, and online payments during the appointment booking process with secure integrated credit card processing built directly into EZnet Scheduler.
Reduce missed appointments, simplify payment collection, and give customers a faster booking experience with online payment options that work seamlessly with your scheduling workflow.
Explore Scheduling Solutions →
We help CPA firms
reduce admin work
Simplify client scheduling
with online booking for tax appointments, consultations, audits, financial reviews, and bookkeeping meetings
Reduce missed appointments
with automated tax and accounting appointment reminders and confirmations
Manage staff and availability
with real-time scheduling across accountants, CPAs, services, and availability
Track client activity
including bookings, appointment history, notes, and follow-up needs
Support recurring appointments
for monthly bookkeeping, quarterly reviews, annual tax filings, and ongoing financial services
Improve communication
with automated email, text, and voice notifications
We help CPA firms
increase bookings
Book more appointments
with 24/7 online scheduling for tax and accounting services
Capture more clients
by making it easy for new and existing clients to book online anytime
Improve client retention
with recurring scheduling and automated reminders for deadlines and reviews
Reduce calendar gaps
with real-time availability and better appointment management
Improve client experience
with simple booking, confirmations, and timely reminders
Offer multiple services
including tax preparation, audits, consulting, bookkeeping, payroll, and financial reviews
And so much more!
Achieve the results you want.
Intelligent 4-way scheduling: Schedule based on staff availability, service type, client preferences, and appointment duration - automatically finding the best match for every accounting appointment.
Create invoices and appointment records, and keep track of your clients, services, and revenue
Powerful status updates trigger multi-level automated client and staff notifications
Accounting templates to get your scheduling system set up quickly
Voice reminders help reach clients who prefer phone communication
Built-in client database allows you to view appointment history and notes at a glance
Visit our Features page to view our full list of features
Trusted by Businesses That Rely on Online Appointment Scheduling
Customer reviews for EZnet Scheduler appointment scheduling software
Businesses across multiple industries use EZnet Scheduler to manage appointments, reduce no-shows, improve customer communication, and keep daily scheduling organized.
Reduce Scheduling Costs
Avoid double bookings, manage resources more accurately, and reduce the cost of missed appointments.
Keep Customers Informed
Send appointment reminders, confirmations, and updates so customers know exactly when and where to show up.
Make Scheduling Easier
Give customers a simple way to book online while your team manages availability, staff, and services.
EZnet Scheduler helps businesses reduce no-shows and streamline appointment scheduling.
Automated reminders and online booking help improve scheduling efficiency.
Experience our scheduler your way!
Select your industry below, and in 30 minutes or less, you’ll be using EZnet Scheduler like a pro!
Business Plans
Smart, Scalable Scheduling Software for Any Business
EZnet Scheduler streamlines your booking process with automated scheduling, confirmations, and reminders—reducing no-shows and boosting client engagement
Built to serve businesses of all types. Trusted by government agencies, service companies, accountants, professionals, salons, spas, wellness providers and more.
*A credit card is required. Your card will only be charged if you choose to purchase additional features or à la carte upgrades. No hidden fees.Free Consultation
Choosing the right appointment scheduling solution can make a real difference to your business. Let us show you how our platform helps teams stay organized, deliver a better client experience, and keep every job on track — all in one place. We’re happy to walk you through how it works and answer any questions in a short consultation.
Appointment Scheduling Software by Industry
EZnet Scheduler helps businesses across healthcare, automotive, wellness, education, government, retail, and professional services simplify appointment scheduling, manage customer bookings, and improve daily operations.
- Events & Creative Services Event Planning Photography Wedding Planning Videography Catering
- Financial Services CPA Firms Accounting Firms Bookkeeping Accounting Tax Services
- Fitness & Recreation Personal Trainers Yoga Studios Dance Studios CrossFit Gyms Pilates Studios Martial Arts Fitness Studios Recreation Centers
Appointment Scheduling Software Integrations
EZnet Scheduler integrations with Google Calendar, WordPress, Shopify, Facebook, websites, and CRM platforms
Connect EZnet Scheduler with your website, social media pages, sales CRM, Google Calendar, WordPress, Shopify, and other business tools to simplify appointment booking and keep your scheduling workflow connected.
Contact EZnet Scheduler Support — We’re Ready to Help
Contact EZnet Scheduler for appointment scheduling software support, sales, and customer service
Business Hours: 9:00 A.M. - 5:00 P.M. EST.
Making time for business.™
EZnet Scheduler business hours: Monday through Friday, 9:00 AM to 5:00 PM Eastern Time.
Customer support available via phone, email, live chat, and AI chat.
