Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.
Calculate tax for Canadian provinces and territories. Input before or after tax amounts to find the total. Dictate values via Apple Watch for quick results. Sync with Apple Health for tax tracking. Export tax calculations as PDF.
Create invoices instantly by adding business details, client information, and line items. Export invoices as PDF and share them via email or messaging apps. Customize templates and send professional invoices without technical skills.
The app mobilizes employee tasks in the field, connecting them to enterprise applications. It allows organizations to deploy mobile solutions for workers, collect field data with dynamic eForms, and manage workflow tasks wirelessly.
Access employee information and self-service features anytime. View pay stubs, update personal details, and manage benefits. Sync data with the web portal for real-time updates and notifications. Submit time off requests and track work schedules.
Create professional invoices with customizable templates. Add item details including descriptions, quantities, and prices. Generate PDFs and share via email or messaging. Automatically generate numbers and dates.