Efficiency and Professionalism, Guaranteed
Tools to help you manage the busiest times of the year with confidence and ease.
Service-Specific Bookings
Let clients book the exact service they need, like 'Tax Consultation,' 'Bookkeeping Review,' or 'Financial Planning Session'.
Secure Intake Forms
Gather necessary documents and information before the meeting. Ask for business type, previous filings, or specific questions securely.
Recurring Client Check-ins
Easily schedule standing monthly or quarterly check-in calls with your business clients to review performance and plan ahead.
Group Seminars & Webinars
Manage bookings for financial literacy seminars or webinars for your clients, all from one simple and organized platform.
“During tax season, Roostrr is my secret weapon. It eliminates the chaos of scheduling and ensures I have all the client information I need before our call. It's impeccably professional.”— Sarah Chen, CPA