BEST FINANCIAL SCHEDULING SOFTWARE
Grow your financial services business with EZnet Scheduler
the all-in-one financial appointment scheduler and task manager built for accountants, tax preparers, and financial advisors.
EZNet Scheduler is the most powerful yet simple tax consultant appointment scheduler and tax preparation appointment app, designed to save time and help you grow.
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Now available with our *Free Tier – Try EZnet scheduler risk-free!
*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.
Booking solutions for:
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Bookkeeping
Smart Scheduling, Task Management, and Client Coordination for Bookkeepers ...view more
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Accounting
Accounting teams have unique challenges—multiple deadlines, client reviews, and compliance cycles ...view more
Financial solutions to:
The simple solution to growing your financial services business
Drive sales and loyalty by enabling appointment self-scheduling with EZNet Scheduler Financial Edition — the tax preparation appointment scheduler that works around the clock for you.
A few companies and state agencies
who trust and rely on EZnet Scheduler
Credit card processing
Get paid faster by enabling customers to pay with a credit card through EZnet Scheduler's secure, reliable processing that works with any payment gateway.
We help your financial services business reduce expenses
Cut labor costs
by reducing scheduling time and automating client intake
Boost staff productivity
by eliminating repetitive tasks
Manage multiple locations
with one centralized task scheduler software for financial services
Capture appointment data
for quick client reference
Scale your financial services business
using resource management tools that optimize efficiency
Communicate better
with automated text, email, and voice messages
We help your financial services business increase revenue
Get paid quickly
via credit card before appointments (optional)
Meet consumer demand
for 24/7 online self-scheduling and after-hours booking
Retain clients
through satisfaction surveys and follow-up reminders
Reduce no shows
and cancellations with automatic reminders
Increase repeat business
by scheduling recurring appointments
Sell multiple financial services
in one booking — tax prep, consulting, and advisory
And so much more!
Achieve the results you want.
Schedule unlimited client appointments across four levels: services, staff, resources, and client time — all in one financial scheduling software designed for accountants and tax pros.
Create invoices, work orders, and payment records to manage your firm’s cash flow and keep track of every transaction and source of revenue.
Automate project status updates with multi-level alerts and notifications — keeping your accounting team and clients informed in real time.
Industry-specific templates for CPAs, bookkeepers, and tax preparers help you get up and running fast — no setup stress.
Voice and email reminders ensure clients never miss their tax prep appointments or consultations, even without internet access.
Built-in CRM for financial professionals lets you track client notes, engagement history, and key tax deadlines at a glance.
Visit our Features page to explore all the tools designed to help financial service firms streamline operations, reduce no-shows, and grow revenue.
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What our customers say
Save Money
Eliminate double booking, track your resources, and reduce no-show appointments.
Reduce No-Shows
Reach all of your clients to remind them, confirm, or reschedule upcoming appointments.
Schedule 24/7
Never miss an appointment again, let your clients schedule appointments online, 24/7.
And have we mentioned
text message
financial appointment reminders?
Streamline your financial operations
Tired of spending hours on emails and phone calls to confirm appointments? Let EZnet Scheduler do the heavy lifting. With real-time updates to your calendar, you’ll instantly know who has confirmed their appointments. Our automatic appointment reminders eliminate the guesswork, saving you time and reducing no-shows.
SMS messages have an incredible open rate of 98% and are usually read within minutes of arrival.
Enhance communication, focus on your business
Send personalized appointment reminders and critical notifications based on status changes, all with minimal effort. Whether it’s a reminder for an upcoming massage or a notice about a change in booking, our platform ensures your clients are always informed. This allows you to dedicate more time to delivering exceptional financial service experiences.
Boost client engagement with Enhanced Text Messaging
Take your financial service communication to the next level with Enhanced Text Messaging from EZnet Scheduler. Send targeted messages, special offers, and financial service appointment notifications through email or text—all from one platform. Personalize your outreach with birthday greetings and other notifications to build stronger client relationships and keep your schedule full. With Engage hub, staying connected has never been easier.
Unlimited financial services appointment scheduling
Yes, unlimited appointment scheduling comes standard with all EZnet Scheduler Financial Services Edition plans. We don't impose limits because we’re on a mission to help your financial services business grow. That’s why our financial services booking software gives you the freedom to schedule as many appointments as needed, including recurring and overlapping appointments, with no limitations.
Financial services appointment scheduling at your fingertips
Everywhere you go, you can take EZnet Scheduler with you.
Change in plans? On the run? Out of the country? No problem! EZnet Scheduler wel scheduling software gives you and your customers the freedom to access your scheduler on any device, at any time, in any place, to schedule, confirm or change appointments—all from the palm of your hand.
Why choose EZnet Scheduler?
Real-time appointment updates
Know your schedule at a glance.
Automated reminders
Reduce no-shows and keep your clients informed.
Effortless notifications
Send messages based on booking status changes.
User-friendly interface
Manage your schedule with ease.
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.
And just for taking the time, we’ll send you a Dunkin’ gift card, to say thank-you.
General Questions
We believe every customer deserves excellent customer service, so we include live chat, email, and phone support from our U.S.-based team with every financial services scheduling software scheduler package. We even include a free 30-minute set-up session to ensure you start using the wellness appointment scheduler software features quickly.
EZnet Scheduler is a good CPA firm scheduling software solution because it helps you reach your customers through voice, email, or custom text messages reminding them of upcoming appointments, classes, or events saving you time and money, and increasing efficiencies.
We offer a free trial of the financial scheduling app after a completed demo. All data is converted when you purchase the software so you can start using the Scheduler right away and keep all your data.
Like our name indicates, it's easy to set up the tax appointment scheduling software. You can do it yourself or sign up for a free 30-minute setup session with one of our experts and we’ll get you set up quickly.
EZnet Scheduler
Integrate EZnet Scheduler with your website, social media, sales CRM, Wordpress, Google, Shopify and a growing list of the world's most popular apps, and watch your productivity soar! Here are a few of our favorite integrations to get you started.
Contact us today. We’re ready to help.
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