Financial Services
Scheduling Software

Streamline and grow your financial services business with financial appointment software for accountants, tax preparers, and financial advisors.

money plant

The simple solution to growing your business

Drive sales and loyalty by enabling
appointment self-scheduling.

A few companies and state agencies that trust and rely on EZnet Scheduler

The Home Depot Goodyear State of Florida Harris County Texas B-Dry

We help your financial services business reduce expenses

Cut labor costs

by reducing appointment scheduling time

Boost staff productivity

by eliminating repetitive tasks

Schedule multiple locations

from one central financial services scheduling software

Capture appointment data

for quick client reference

Scale your financial services business

with resource management tools that optimize productivity

Communicate better

with automated text, email and voice messages

We help your financial services business increase revenue

Get paid quickly

via credit card before an appointment is scheduled (optional)

Meet consumer demand

for appointment self-scheduling while increasing after-hour sales

Retain clients

through satisfaction surveys, reviews and more

Reduce no shows

and cancellations = increased revenue

Increase repeat business

by scheduling recurring appointments

Sell multiple financial services

in a single appointment booking

And much, much more!

Our Features - Your Financial Business

Achieve the results you want.

bar_chart Schedule unlimited appointments on 4 levels: resources, financial services, staff, and client appointment time

alarm_on Two schedulers for the price of one: Accessed by your clients or staff from your website or a custom URL.

edit_attributes Send automatic appointment reminders, notifications, and messages to keep clients engaged with you

trending_down Voice reminders reach elderly clients and those without internet access

dynamic_feed Powerful status change feature allows for multi-level automated client and staff notifications

emoji_people Built-in customer management system enables digital client records with client information, notes, images, and appointment history at a glance

eznet scheduler devices

See our full list of features

And have we mentioned
FREE text message appointment reminders?

unlimited text message


Yes, these appointment reminders for tax accountants, tax preparers, and financial advisors are FREE with all EZnet Scheduler Financial Edition plans. Reach out to your clients via custom text messages to remind them of upcoming appointments or events. This tax appointment scheduling software eliminates unnecessary steps and automates reminders to reduce no-show appointments and increase your profitability.

Schedule unlimited appointments


Yes, unlimited appointments are standard with all EZnet Scheduler Financial Edition plans. We don’t impose limits because we’re on a mission to provide the best appointment software for accountants, tax preparers, and financial advisors. In addition to unlimited appointments, we also offer recurring and overlapping appointments without limitations making this a smart scheduling software for tax preparers.

unlimited appointments

Appointment software for accountants
and all financial services providers
anywhere and everywhere

Portable. Convenient. Automatic appointment reminders for tax accountants,
tax preparers, and financial advisors make it easy to schedule, confirm, or change appointments.

Responsive Devices

Experience our scheduler your way!

Buy now or start with a free trial. Either way, we give you a complimentary setup session. In 30 minutes or less, you'll be using EZnet Scheduler like a pro!

Buy it now,
and get 30 days free

Love it by the end of your first 30 days
or we'll give you a 100% refund.
If you keep your scheduler,
we'll give you 30 days free.

Remember, we offer
a 100% money-back guarantee.

Buy now!

Schedule your personal demo today.

If you're not yet convinced this is the right appointment scheduling solution for you, schedule a quick demo where we will show you features that are important to you and the way you do business. We'll show you IntelliVu™ digital job board feature where you can visually track progress of every job in your shop.

Book Demo

If you want the best financial appointment software and reduce client no shows, start using EZnet Scheduler Financial Edition today.

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.

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 integrations

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.

Google Facebook Shopify Wordpress

If you need more help...

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