Blog
Practical playbooks for Sales, Customer Success, and Accounting teams.
During tax season, document drop-offs, return pickups, signing appointments, and quick client questions can take over the firm. This article explains how US and Canadian accounting firms can use dedicated booking links to make those appointments easier to manage.
21 Jul 2026
Financial services scheduling software is most useful when it protects senior calendars, keeps client meetings consistent, and gives teams enough control around sensitive conversations. This guide explains the main use cases across advisory, banking, insurance, accounting, and other regulated client-facing teams.
17 Jul 2026
If onboarding keeps stalling because client information is missing, the right people are hard to schedule, or old booking links keep creating confusion, this video is worth watching. It shows how to build a more robust onboarding workflow inside your practice manager, and where calendr.so can remove the scheduling friction around it.
09 Jul 2026
Accountants need a sales process, but they do not usually want something that feels like a sales process. This video shows how Calendr can sit alongside your practice manager to make new enquiry calls easier to book, route, prepare for, and track without needing technical support.
02 Jul 2026
Keeping the cash flowing through your accounting firm is a major challenge especially as you grow - to catch unpaid invoices, review fees, spot advisory opportunities, and keep clients supported before the next year-end cycle starts (without burning yourself out), you need a reliable system that leverages automation AND your team. This post walks through practical steps for setting up a scalable annual review workflow using your practice management system, with fallbacks incase key team members change.
26 Jun 2026
Many accounting clients do not just need to choose a time. They need to choose whether they are coming into the office, taking a phone call, or joining by video. This article explains why attendee-selected meeting locations matter for accounting firms, especially around tax return collection, signing, payment, annual reviews, and client service meetings.
24 Jun 2026
The hard part of annual reviews is not always knowing which clients need one. In most firms, someone already knows. The senior accountant knows the client is underpriced. The cl...
24 Jun 2026