Collect client data
Make accounting client management a breeze with OneApp’s accounting suite of easy-to-use data collection tools.
Manage your accounting clients effectively by giving them the tools to conveniently gather, share and save essential information, making their lives easier and saving you crucial time chasing important documents. OneApp’s accounting client management features include receipt manager, income manager, mileage tracker and document scanner.
Features
Receipt Manager
Mileage Tracker
Document Scanner
Income Tracker
Services
When you join the OneApp community, we’ll launch and market your App for you and train your team on the features and benefits of your App.
- We provide you an App for your firm
- We help you launch it to your clients
- We train all your staff and clients
- We provide you and your clients great content
- We provide exclusive tax and finance tools for your clients
- We provide custom support and quarterly reviews to make sure you’re getting the greatest value
App Download Service
Your subscription to MyFirmsApp includes the launch and marketing of your App. Give us your information and we’ll drive downloads and usage of your App amongst your client base, to ensure you get off to the best possible start.
Training
As part of our commitment to customer success, we are launching the MyFirmsApp training programme. As part of your monthly subscription, you and your team will get access to five E- learning training modules with us to learn how to make the most of your App.