So many Apps for accountants and professional service firms do nothing more than offer a puffy service that shares website information and on-line calculators.
THIS IS WHY WE DEVELOPED THE PRACTICE APP!
We created an App that will deliver real value to the Practices using it, so they can provide a valuable accountancy service that their clients can depend on.
The Practice App is tailored for each Accountancy Practice we work with. You choose the functionality and how many buttons you need.
Adds-value to customer services and open new client communication channels that deliver information direct to client mobile devices.
Enable Client access to your information so your clients can review information you store about them in your Practice management system.
Remote working and access anywhere is the norm. So, being able to provide secure access to your client’s information remotely is convenient for your clients and a time-saver for you!!
The Practice App presents your clients with a solution that centralises access to their accounting and tax information and the business applications and tools your practice promotes.
An application that lets your clients access and update information on the fly will help improve efficiency, boost profitability and ultimately improve customer service levels.
Branded and custom tools you can add to your App
Your clients can access, review and update their own personal information from the Practice App: UTR Number, NI Number, Tax Info, Submission Dates etc.
Accountancy calculators that let your clients estimate the tax they may be liable to pay.
Immediate access to the Tax facts based on Budget and HMRC announcements! A self-serve resource for your clients.
Work out how much each trip in the car costs based on the mileage rate and save for review.
You can add any buttons you need to your App.
Hand over to Xero, Kashflow or your cloud accounting service of choice
Business news service
Securely send, receive and e-sign documents
Add a booking service or a form for meeting requests
Promote your online Practice news and advice
Link to your preferred Video or Pod cast provider.
Summary of key tax dates for business owners.
Link directly to your social media feeds.
See how easy it is to set up the Practice App and tailor it so you can share client information directly with your clients for review.
Prices may alter depending on your requirements and configuration
Check out just a few of our clients who benefit from the convenient Practice App
Interested in any of our products? Talk to our experts today.