Appointment Scheduling Software
Client Appointment Manager 7.0 is the fastest and easiest way to book and manage appointments.
Thank you for choosing to try Client Appointment Manager!
Click on the Download Now button to start downloading the free demo edition of the software. The file size is 24.2 MB, so it could take a couple of minutes to download.
Note: Demo is for Customer Appointment Manager, which is the same program as Client Appointment Manager, except "customers" are called "clients." When you purchase Client Appointment Manager, you can choose either a "Client," "Customer," or "Patient" label for screens and reports.
- If necessary, click on the Save As option and save to your desktop.
- When the download is complete, double click on the CLAMdemo.exe file on your desktop to install the demo software.
- You can expect a registration screen to appear the first time you use the demo. User registration is free. There’s no obligation to buy.
- If you have any questions, please call 1-800-874-8801.
The demo edition of our employee scheduling software is available for up to 15 uses.
Optimize the features in Client Appointment Manager
Download the Tips & Tricks Guide (.pdf, 395 KB) to learn how to use the Client Appointment Manager demo to its full potential.
Appointment Scheduling Software for Accountants, Tax Preparers and CPAs
Our appointment scheduling software, Client Appointment Manager, is used to schedule thousands of clients in accounting offices, tax service centers and CPA firms. We’re confident Client Appointment Manager can help your office.
Our scheduling software allows you to:
- Stay on time
- Avoid missed appointments or conflicts
- Improve communication with staff and with clients
An easy to read schedule is critical to keeping an office on track. With Client Appointment Manager, you can view appointments at-a-glance on screen or quickly print a report of the day’s appointments. Sharing the scheduling information with more than one computer keeps everyone up-to-date.
Reduce the number of no-shows and cancellations when you send e-mail or letter reminders using Client Appointment Manager. Also, turn on the warning feature in Client Appointment Manager and put an end to double-booking appointments.
With information at your fingertips, you will be able to focus on serving the clients’ needs. You can quickly change appointments or update client information. E-mail appointment information to employees so they can stay informed.
Client Appointment Manager scheduling software is trusted by many professionals, including accounting firms, tax preparation offices and CPAs. Here are just a few of our customers:
3 F Tax Service, Inc.
Accounting & Tax Service of Martinsville, Inc.
Advantage Income Tax & Bus Services
Al Susedik, CPA
Anakkala Berns & Company
Antoinette J Wheat, CPA
Brett L. Cooke, Inc.
C & V Income Tax Services
CPA AAC Accounting Corporation
Federal Tax Service
Financial Accounting Services
H and H Financial Services
J & H Tax Service
J.E. Fortenberry, III PC
Jackson Hewitt Tax
Johnson, Johnson & Associates
Kakenmaster & Associates
Kenneth Bass and Company, Inc.
Koifman CPA & Associates
Mahlum Goodhart, PC
MB Bill Jones Tax Service
Melvin Cherry, PA
Miners Tax Services
Mitchell's Income Tax
Mittchelena Meade, CPA
MJ Miller & Company
Monroe Income Tax & Accounting
National Tax Services, Inc.
NR Smith & Associates
Otermat Bkpg & Tax Service
Paice Tax Service
Patrick Thatcher, CPA
Petrick and Young's Tax Services
Professor Horace Miller Tax Service
Ramos Tax and Services
Raymond M. Ricci Accountant
Richardson and Piper
Rogers & Rogers, CPAs
Romer & Company
Ross & Company
Sandra C. Cutting and Associates
Saunders Tax & Accounting
Small Business Accounting Services
Stephen J. Schwab, SC
Steve Beggs and Associates
Tax Accounting Services
Tax Factors, Inc.
Tax Form Processing, LLC
Taxes & More
Walk Accounting, Inc.
Wayne Witzig, CPA, PC
Whitley-Evans, CPA, PLLC
William Puckett, CPA, PC