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See how Appointment Reminders works

The #1 Website Platform For Accountants For Over Two Decades

Stop Losing Billable Hours to No-Shows.Automated Appointment Reminders for Bookkeepers.

OfficeMojo automatically reminds your clients before every appointment — by text, email, or both. Fewer no-shows. Less manual follow-up. A more professional client experience. Built specifically for bookkeepers and accounting professionals.

15-Minute Call ● Cancel Anytime ● No Hidden Fees

15-Minute Call ● Cancel Anytime

60-Day Free Trial • Trusted by 10,000+ Accounting Firms

Our Client - Greenfield Tax Strategies
Our Client - Mark B Lackie PC CPA
Our Client - Silver Bridge CPAs
Our Client - LM Bookkeeping
Our client - M3 Bookkeeping Solutions
Our Client - A M Peisch CPAs and Advisor

Every No-Show Is a Billable Hour You'll Never Get Back.

Most bookkeepers are still managing appointment reminders manually — calling, texting, emailing clients one by one. 

There's a better way.

Clients forget. You lose the hour.

Manual reminders are eating your admin time.

Your clients expect a professional experience.

A client misses their appointment. You've blocked that time, turned away other work, and now have a gap you can't fill. Without an automated reminder system, this happens over and over.

Calling or texting every client before every appointment takes time you don't have — especially during tax season. That time should be spent on billable work, not chasing confirmations.

Clients judge your firm by every touchpoint. A well-timed, professional reminder reflects on your practice. A missed appointment — with no follow-up system in place — does too.

Try Us Free for 60 Days

Serving over

Over

Our clients rank on Google for

10,000+

300%

11,624+

Firms

Average ROI

Search Terms

Introducing OfficeMojo: Automated Client Communications Built for Bookkeeping Firms

Not a generic calendar app. Not a tool you have to adapt. A purpose-built client communication system designed for the way bookkeepers and accounting professionals actually work.

  • Automated appointment reminders — sent by email, text, or both, on your schedule
  • Two-way messaging — clients can reply, confirm, or reschedule directly
  • Online appointment request forms — embedded directly into your firm's website
  • Customizable reminder timing — set reminders 24 hours, 48 hours, or 1 week out
  • Branded communications — every message reflects your firm's name, not a third-party app
  • Works automatically after setup — no manual intervention needed
  • Built exclusively for accounting and bookkeeping professionals

OfficeMojo is the automated client communications tool included with CPA Site Solutions. It sends appointment reminders to your clients automatically — by email, text, or both — so you never have to chase a confirmation manually again. Clients show up prepared. Your schedule stays full. And your firm looks professional at every touchpoint.

15-Minute Call ● Cancel Anytime

Everything You Need to Keep Your Schedule Full and Your Clients Prepared

Three core features. Every piece of the appointment communication workflow — handled automatically.

Appointment Reminders That Go Out Automatically

Let Clients Request Appointments From Your Website

Two-Way Messaging — Without Giving Out Your Personal Number

Set your reminder schedule once. OfficeMojo handles the rest — sending timely, professional reminders to every client before every appointment, without you lifting a finger.

  • Email and SMS reminders on your preferred schedule
  • Customizable timing: 24 hours, 48 hours, 1 week in advance
  • Branded with your firm's name — not a third-party sender
  • Reminder history and delivery confirmation in your dashboard

Embed an online appointment request form directly into your firm's website. Clients submit their preferred time. You confirm. No back-and-forth phone tag. No missed requests.

  • Online request forms integrated into your CPA Site Solutions website
  • Clients see your available windows and submit requests 24/7
  • You receive instant notifications for new appointment requests
  • Reduces inbound phone calls and email chains

Clients can confirm, cancel, or reschedule directly in response to their reminder. You see all replies in one place. Professional communication stays professional — and separate from your personal phone.

  • Clients reply to reminders directly — confirmations visible in your dashboard
  • Reschedule requests handled without phone tag
  • All messages logged with full history per client
  • Professional sender identity — your firm name, not your personal number
Try Us Free for 60 Days

15-Minute Call ● Cancel Anytime ● No Hidden Fees

What Our Clients Have to Say About Us

Tedd M Vitale | Vitale & Company, LLC | www.vitalecpa.com

Our call was meaningful and Michelle's ideas were very well thought-out based on our clients and Firm. She makes me feel like I am her only client. Her attention to me was unmovable and I appreciate that from her very much.

John Beck, President | KCH Business Solutions, LLC | www.kchbusiness.com

My business has increased over 40% since I changed over my web site and I attribute the bulk of that to CPA Site Solutions!

Emmery Frejo | RBC,CPA | www.roncurrycpa.com

We at RBC,CPA have had exceptional support from CPA Site Solutions, specifically during the re-design of our website. Elyse, Andrew & Joe were always timely in their responses & knowledgeable & kind when it came to answering hundreds of questions. 

Frequently Asked Questions

Q. How is OfficeMojo different from Calendly or Acuity Scheduling?

A. Calendly and Acuity are general-purpose scheduling tools built for any business. OfficeMojo is built into the CPA Site Solutions platform and designed specifically for accounting and bookkeeping firms. That means it integrates directly with your firm's website, sends reminders under your firm's name and branding, and is supported by a team that understands your professional context — not a generic help desk. You also don't need a separate subscription. It's included in your CPA Site Solutions plan.

Q. Do my clients need to download an app or create an account to receive reminders?

A. No. Clients receive appointment reminders by email or SMS — no app download required, no account to create. They simply receive a message before their appointment and can reply directly to confirm, cancel, or request a reschedule. The less friction for your clients, the more likely they are to show up.

Q. How long does it take to set up?

A. Most bookkeeping firms are up and running within 15 minutes. A dedicated CPA Site Solutions advisor is assigned to your account from day one to walk you through setup. You connect your calendar, set your reminder preferences, and OfficeMojo handles the rest automatically from that point forward.

Q. Can I customize what the reminder messages say?

A. Yes. You control the content and timing of your reminder messages. You can set reminders to go out 24 hours, 48 hours, or one week before the appointment. Messages are branded with your firm's name, and you can customize the copy to match your tone and the type of appointment. Clients receive a professional communication that reflects your firm — not a generic third-party tool.

Q. Am I locked into a long-term contract?

A. No. There are no contracts required for a CPA Site Solutions website. We operate on a Month-to-Month billing basis. We believe our ability to help you find and keep clients should be the reason you stay.

Ready To Upgrade Your Appointment Scheduling?

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15-Minute Call ● Cancel Anytime ● No Hidden Fees

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