Join the App Revolution

Put your firm in your client’s and prospect’s pockets with a custom branded smartphone app. This mobile app provides a variety of calculators and trackers for everyday monetary issues to tax preperarion, as well as a document scanner to easily send multi-page documents.

Get a smartphone app for your accounting firm packed with these features:

Insurance App Example

Customized For Your Accounting Firm

We design your app to match your firm's brand.

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Calculators

Calculators

Provide solutions to everyday monetary issues: Savings, Debt Payoff, Loan Amortization and more!

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Trackers

Trackers

Help your clients keep track of and organize tax write-off expenses.

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Tax Prep Checklist

Tax Prep Checklist

Help ensure that your clients have all the necessary information ready to go for tax preparation.

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Document Scanner

Document Scanner

Clients can scan and send documents to you easily from their smartphone.

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Get your own app for your firm, in both the Apple App Store and Google Play and reach out to clients and prospects in a modern and efficient way. Stand out from the crowd.

Branded Accounting Firm App examples
Customized for your firm icon

Customized For Your Accounting Firm

We design your app to match your firm’s brand (your firm’s name, logo, color scheme and more). Available for both iPhone and Android. Pre-loaded with a list of your accountants, contact information and location(s). Also provides links to your website and social media pages. This easy-to-use app also provides clients with an extensive set of user-friendly accounting features.

Calculators image
Calculators icon

Calculators

These powerful calculators provide solutions to everyday monetary issues.

  • Savings
  • Loan Amortization
  • Loan Early Payoff
  • Income Tax
  • Home Budget
  • 401k Savings
  • Savings Goal
  • Credit Card Debt Payoff
  • Tip Calculator
Trackers image
Trackers icon

Trackers

This feature helps your clients keep track of and organize tax write-offs and send them directly to their accountant.

  • Charitable Donations
  • Mileage
  • Non-Reimbursed Charges
  • Receipts
Tax Prep Checklist image
Tax Prep Checklist icon

Tax Prep Checklist

The checklist helps ensure that your clients have all the necessary information ready to go when they see you for tax preparation. You’ll save time by having your clients organize their information before their appointment.

Document Scanner image
Document Scanner icon

Document Scanner

Document Scanner allows your clients to easily scan documents, save them to their phone, and send them to their accountant.

  • Scan any kind of text document in seconds
  • Scan multi-page documents
  • Crop, rotate and adjust contrast
  • Add notes to any document
  • Easily share document scans as a PDF via email

Build a deeper relationship with your customers and prospects

Accountant Firm Mobile App
  • Your own app on the store
  • Accident reporting
  • ID card
  • Roadside service Search
  • Agency App Website Portal
  • Policy Requests
  • Certificate Request
  • Referrals
  • Contact information for your office
  • Directions to your office
  • Account Information
  • About Us Page

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Have Questions?

Have Questions?

We take great pride in our customer service. Give us a call, email or Live Chat with us. We're waiting to hear from you.

800.447.6788Email Us

A beautiful, easy to use interface made this insurance app a perfect choice for my clients.