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.
We design your app to match your firm's brand.Learn More
Provide solutions to everyday monetary issues: Savings, Debt Payoff, Loan Amortization and more!Learn More
Help your clients keep track of and organize tax write-off expenses.Learn More
Help ensure that your clients have all the necessary information ready to go for tax preparation.Learn More
Clients can scan and send documents to you easily from their smartphone.Learn More
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.
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.
These powerful calculators provide solutions to everyday monetary issues.
This feature helps your clients keep track of and organize tax write-offs and send them directly to their accountant.
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 allows your clients to easily scan documents, save them to their phone, and send them to their accountant.