Automated Scheduling and SMS Reminders for Accountants and CPAs

End No Shows

As an accountant, you understand that there are times of the year when a missed appointment is nearly impossible to reschedule. Your clients need to understand this as well. Make sure they show up to their meetings on time using GReminders

Allow Clients to Schedule Themselves

Put an end to all the back and forth associated with scheduling meetings. If you meet with the same clients regularly, use follow-up reminders with a link to your online scheduling calendar so they can reschedule themselves quarterly, biannually, annually. You determine the frequency and GReminders automates the entire process.

Personal Reminders can be Indispensable

Schedule as many personal reminders as necessary to be sure you are ready for your client meetings. Using GReminders intelligent system, you can include essential details in your reminders, so you and your staff are always prepared.

Schedule Virtual Meetings with Ease

GReminders integrates with Zoom, Microsoft Teams, GoToMeeting, Google Meet, and other online meeting applications. So if you conduct remote meetings, scheduling just became easier.

AI Notetaker for Easy and Accurate Meeting Transcriptions

Invite GReminders AI Notetaker to your Client Calls. Virtual or in-person and stay focused on your the Client, knowing your meeting is being transcribed in the background.

A summary and action item list will be emailed to you following your meeting and you can even copy staff. Then access the full recording and transcript in GReminders, generate a follow-up email to the client or staff members or share the entire summary and video with colleagues.

Finally, assign action items as tasks to multiple individuals in your CRM and you’ve completed your after meeting admin work in a fraction of the time using AI Notetaker.