Our online interface allows for quick and easy categorization, summation, and modification of exactly the items you need to see.
Powerful tools let you and your clients effortlessly sift through tax documents, mileage items, and reimbursable expenses.
Watch the short video above first, then:
Watch the quick video and find out how you can become a hero with your schedule "C" clients.
Your clients will see your brand every time they use the mobile app. Your app is customizable and allows you to change your logo, avatar, and even the heading!
Not only does this reassure your clients that their documents are going straight to you, but it gets your brand name out there and serves to market your business.
We have a variety of emails pre-written to help you easily invite new clients to try your branded app with new ones continuously being produced.
The emails feature your name and logo as if you yourself had written it. We've taken all of the work out of marketing for you!
You can easily get your clients set up under your brand using our in-app share feature.
Simply enter a phone number of someone you want to share the app with, and when they create their account, they will automatically be placed under your brand.
Your clients can also share your app with their friends and family, which both markets your business and increases your number of customers!
If you're an accountant with a large number of clients, ask about our text message sharing campaign that enables you to effortlessly share your customized app with hundreds of people.
We will occasionally send helpful app tips to your clients. These tips serve to remind them to use the app and clear up any points of confusion they might still have.
The first few days that your clients use the app are crucial to determine if it is something that they want to use. We are right at your clients' side throughout this critical time.
Our Text Tips make it easy for your clients to become proficient users of your app without flooding them with information.