Your clients will search for your app on the Apple and Google app stores. You will also
have access to the below listed features of your mobile app.
The name of your app is shown in many different places such as on the device, in the app stores, etc. Your app name will be of your choice.
The logo is shown on the login, registration, and other screens. You have the ability to use any logo of your choice.
The orange buttons and theme can be customized to match your brand. You can choose your own color.
A slogan can also be added to the login, registration, and other screens. This will be your company slogan and not ours.
The splash screen is the first screen shown to the app user. You have the option to choose an image to represent this screen.
The background photo shown on the login and registration screens can be changed to your preference or set to a solid color.
The app icon is shown on the tablet, phone, app stores, and other places. You can choose your own image to represent the app icon such as your logo, a symbol, etc.
Your app will be searchable in the iTunes and Google app stores using your own app name and branding. Support for Windows and Amazon app stores are coming soon.
Standout from the crowd by presenting a video to the app users prior to logging in. This video can be used to provide a brief overview about your company or offerings (coming soon)
Sending and receiving tax-related documents via email is not safe. Use our document manager to securely send, receive and manage sensitive documents.
Using their smartphones, your clients can securely and quickly send you files such as W-2s and more via your app.
From your admin panel, you can send files to your clients such as their completed tax return and other documents.
All parties are notified when new files are added, edited or deleted.
Both you and your clients can create unlimited folders to better organize your documents.
Unlike email, there are no limits on the number of files that can be uploaded or sent.
Files can be securely accessed from the app or the web.
By utilizing the same level of security used by banks, all data is encrypted in transmission and at rest.
Our system was engineered to be in full compliance with The Gramm-Leach-Bliley Act.
Your personalized app also comes with the below features. Did we miss a feature? Tell us so we can implement it.
You are able to provide an overview about your company and the services offered.
Use a profile photo to enhance your business profile.
Drive traffic to your office by displaying your locations.
Your phone number is displayed in your app with tap-to-call capabilities.
Your email address is displayed in your app with tap-to-email capabilities.
Your website address is displayed and opened within the app.
Showcase a bio about each employee in your company (coming soon).
Your clients are able to send messages from your app which will be then sent to your email.
Users of the app are able to edit their personal information.
From your secure admin portal, you are able to manage users, folders, files and more.
Your app works on Apple and Android devices. Smart watch support is coming soon.
Your app will be constantly updated with new features. You can also suggest new features.
Leave all the technical stuff to us. We will always ensure that your app is running smoothly.
We provide 24/7 support via email, phone or live chat. We are here when you need us.