An accounting app transforms the client relationship from annual tax prep to year-round advisory engagement. It also eliminates the document chase that consumes tax season.
Document Management
- Secure document upload with camera capture
- Tax organizer checklists
- Receipt and expense photo capture
- Document request notifications
- Organized storage by tax year
- E-signature for returns and engagements
Client Portal
- Financial dashboard overview
- Engagement status tracking
- Message center
- Appointment scheduling
- Invoice and payment
- Team member contacts
Financial Dashboards
For advisory clients:
- Real-time P&L and balance sheet
- Cash flow monitoring
- KPI tracking
- Budget vs. actual comparison
- Tax estimate tracking
- Benchmark data vs. industry peers
Tax Tools
- Tax deadline reminders
- Estimated payment due dates and amounts
- Deduction tracking throughout the year
- Mileage logging
- Charitable donation tracking
- Tax planning scenario results
Expense and Receipt Management
- Receipt photo capture with OCR
- Expense categorization
- Business vs. personal separation
- Mileage tracking with GPS
- Per diem and travel expense logging
- Integration with bookkeeping
Communication
- Secure messaging with accountant
- Video meeting scheduling
- Push notifications for deadlines
- Tax law change alerts
- Seasonal reminders
- Educational content delivery
Payments
- Invoice viewing
- Secure payment processing
- Payment plan management
- Estimated tax payment reminders
- Receipt and statement history
Resources
- Tax tips and planning articles
- Business financial education
- IRS and state deadline calendars
- Financial calculators
- Blog and newsletter content
- Webinar and event registration
An accounting app that clients use monthly (not just annually) increases the lifetime value of every client relationship.
Ready to build a mobile app for your accounting firm? Contact us to discuss your project.