Employers can authenticate with Touch ID or Face ID. Submit payroll by entering, reviewing, and submitting on the go. Resume payrolls started on tablet or desktop. Access reports and vital payroll information.
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.
Track earnings from creator or gig platforms via . View available balance, upcoming payouts, and cash flow analysis. Update bank account and business details. Receive notifications about incoming payments.
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.
Manage healthcare benefit accounts with real-time balance and transaction tracking. Fund HSAs from checking or savings accounts. View email alerts and contact administrators via email or phone.
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
View paychecks, statements, and tax information. Manage direct deposit details. Track time-off requests and approve them. Access emergency contact and benefits coverage data. Update personal information securely.
Create and send branded invoices and quotes. Track overdue payments instantly. Convert quotes to invoices with one tap. Upload logos and sign documents digitally.
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.