Track client information with a separate address book, separate from device contacts. View and save appointments, history, photos, notes, birthdays, anniversaries, gender, and custom notes. Search comments on each client.
Adjust income and deductions using sliders in increments of 5, 10, 25, 100, or 1000. View real-time impacts on taxes, paychecks, retirement, and savings. Track mortgage, charity, and investment contributions.
The app helps identify unknown callers by searching numbers. It provides notifications for sales, scam, or telemarketing calls and offers number blocking features for subscribers.