For tax and accounting firms
A client app that a firm runs under its own name, logo and colours. Clients send receipts, payroll changes and documents from their phone, and the firm works through them in one place.
- Receipts and bank statements with a chat per client
- Payroll inputs, with a secure link for employees
- Documents, letters and electronic signatures
- Booking proposals the firm reviews and confirms
- Exports for DATEV and ADDISON
