Accounting scheduling software
Your season meetings have to be spread before the season arrives, and December is the only month you can do it in. Smarfle places each client's annual appointment in advance and lets them pick their own slot, so January is work rather than three hundred phone calls.
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Why generic scheduling software fails accounting owners
Generic scheduling tools weren’t built for accounting. Smarfle was.
Generic scheduling software
What everyone else gives you
- Appointment booking starts when the work does
- Three hundred clients means three hundred calls
- Work is picked up in the order somebody remembered it
- A client arrives without their records
Smarfle for accounting
Built for your actual workflow
- Each client's appointment is placed before the season starts
- They book their own slot from a link
- The diary is built backwards from the dates that matter
- The confirmation tells them exactly what to bring
How accounting scheduling works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
In December, before anybody is busy
Each client's season meeting is placed while there is still room to place it, which is the only month that is true.
- 2
Through January, clients take their own slots
Three hundred appointments happen without the practice making three hundred phone calls in its busiest fortnight.
- 3
As each statutory date approaches
The work is scheduled backwards from the deadline rather than forwards from whenever somebody got to it.
- 4
A week before the meeting
The client is told what to bring, which is what stops one appointment quietly becoming two.
- 5
When the engagement closes
Next year is dated, so the cycle starts again without anybody rebuilding a list from the client ledger.
Where accounting scheduling breaks down
The friction every accounting owner recognizes.
Season meetings are arranged during the season
Nobody had time in December, so three hundred appointments get made in the fortnight when there is least room for them.
The deadline arrives before the meeting does
Jobs are picked up in the order they were remembered rather than in the order their statutory dates demand.
The client turns up without their records
Nothing told them what to bring, so one appointment becomes two and the second one is in a busier week.
Ten weeks hold the year
Three hundred clients needing one meeting each inside ten weeks is thirty a week. That only works if the thirty are placed in December, because in February there is no capacity left to arrange anything.
300
Clients
10
Weeks in the window
30
Meetings a week
Based on typical accounting operations. Your numbers may vary.
Features powering accounting scheduling
Each one a deep-dive in its own right.
Season meetings spread before the season
Each client's annual meeting is a recurring commitment placed in advance rather than fitted in during the crush.
Learn moreClients choose their own slot
Three hundred clients booking themselves is three hundred phone calls the practice does not make in January.
Learn moreDeadlines sit on the engagement
Filing dates and internal cutoffs are dated items on the client record with their own prompts.
Learn moreThe whole team reads one calendar
Partner, manager and junior availability is in one place, so a meeting is booked once and correctly.
Learn moreAccounting scheduling software questions
Moving your accounting scheduling software off another tool?
Most accounting businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other accounting tools
Smarfle ships scheduling software alongside the rest of your CRM.
Scheduling software for other industries
Same scheduling engine, tuned for each vertical.
Try accounting scheduling software free
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