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You can now engage with clients and prospects directly to their mobile, a place they are spending more and more of their time, in two different ways thanks to MyFirmsApp. It’s America’s number 1 App for CPAs, bookkeepers and professional service firms using the world’s approved App solution.
Option one – choose the OneApp platform which enables you to have your profile live in a matter of weeks, at an affordable level and suitable for firms of all sizes. Option two – let MyFirmsApp create your own bespoke App.
Whichever option you choose, you can be on your clients’ smartphones and tablets 24/7, 365 days a year, with peace of mind that everything is updated, managed and looked after by us.
It’s a changing landscape, mobile use is soaring and Apps have now become the number one tool we use. What’s more, with so much innovation occurring in America around the Add-on community, cloud software providers, new tech start-ups and the IRS, things are already starting to get very messy for advisers and their customers. Some firms are offering clients scores of different Apps. Others are simply leaving clients to take a DIY approach and find their own.
Today, it’s important for American firms to have a proven solution that connects them with their clients, that brings together all the individual components, Apps, logins and portals they want to offer into a centralized place that’s in their brand.
Access a world-class platform containing a unique combination of content tailored for American clients such as tools, features and integrations, plus the option to upgrade to specific modules to customize your users’ experience. Full feature list here.
Finance & Tax Pack
Give your clients critical content, updates, tax dates, key rates, finance news – all in-App.
An incredibly powerful way to communicate directly with your App users (individuals or groups of users) with a 90% + open rate.
Bi-weekly messages created and distributed automatically by us via your App – without the need for you to do anything at all!
Capture receipts using the camera phone, input the data, save and export when appropriate – no more lost receipts!
Log and track income whilst out and about, input notes, then export at any time – all at the touch of a button.
GPS Mileage Tracking
Using in-built GPS technology, users track, save, and export mileage – all with a simple tap of the Mileage Tracker icon in the App.
Bring the multitude of Apps together, including IRS, into one simple, centralized place, in your brand, thanks to integrations with almost all major platforms.
We work with some of the biggest tax teams in the world to make sure the App is approved, endorsed and compliant – giving you total peace of mind.
All the thought leaders have been bringing up lately about how a CPA firm or bookkeeping service could really streamline efficiencies with their own App. What MyFirmsApp has built for accountants is something very special, and it is more than anything a concept that I think is really critical for accountants to think about and embrace. What I am so excited about is obviously strengthening your client relationship and deepening it, but I’m excited about the marketing aspect of it. But it’s not just that it’s going to save you time and money, it’s going to save your client a lot of time and money. We all know it’s the future; everybody’s working from their phones. That was my first reaction! But that was before I took a moment to think it through. I would encourage any firm to think about how much money and time, what dollar amount would it actually save – even as far as a place for that client to go download their portals, logins and software access. I mean I started thinking about the organisation, the workflow and the efficiencies that it brings to a firm as you mentioned and when I started thinking, it seems to me that this thing more than pays for itself even before the marketing etc. Reader might have same reaction I did, but I think you know it’s something that you should really think through. It’s really a good deal, and you’re not charged per client.
We have been using it for about a year now The Receipt Manager is the most used page and we also promote it regularly in our e-newsletter and the articles about it are consistently opened and read. I personally love it. It’s such a unique talking point. When I tell someone we have an app, they’re always very impressed and think it’s exceptionally cutting edge.
I was very impressed with the work and support from Steffan from the design team at MyFirmsApp. The process and communication was smooth, even with the challenge of working across different time zones, the time difference actually helped minimized delays. I would submit my revisions so he would have them at the start of the next work day and minimize losing time. Steffan did a great job in aligning the app design with the company’s branding to have brand consistency. Thank you for all the quality and timely design work! Great service all around!
Having tried various marketing efforts, some of which worked and others, let’s say ‘didn’t set the world on fire’, we were keen to innovate and have new ways to engage current clients plus generate referrals and attract the type of new clients we are after. The MyFirmsApp platform is ideally suited to that and outside of how we see our clients using it, promoting it on LinkedIn and Facebook for example will really help us attract those professionals running small businesses.
We chose the MyFirmsApp solution because we recognise the shift in society which is overwhelmingly technology based today – across all generations. The GPS Mileage Tracker, Photo Receipt Manager and especially the Push Notifications we can send, create real value with our clients. In fact, the ability to send a Push notification is one of the capabilities that we find most beneficial! It saves so much time, even for sending out general reminders – and our clients love them too. We can also post important articles in the App which keep our clients up to date with tax law issues and help answer questions we frequently receive from them. More and more clientele are part of the millennial generation and they will be expecting their CPA firm to have an App. Just in the first 10 days roughly 15% of our clients have it, and that number will continue to grow rapidly. What’s more, we are the first firm in Houston to have their own App for clients, and the marketing differentiation this creates for us is truly fantastic. In short – this is something all CPA firms should have!