Texas firm Tolbert CPA releases amazing new CPA App

Based in San Antonio, Texas, Tolbert CPA has been dutifully serving the area since 2009. As a Certified Practicing Accountant, Tolbert offers a variety of services to individuals, businesses and start-ups, such as Tax Planning & Preparation, Payroll & Sales Tax Services and Tax Problem Solutions. Tolbert CPA takes their responsibilities as accountants seriously: their staff are dedicated and knowledgeable, offer a wealth of resources for their clients and write a monthly newsletter, all of which can be found on their site. Tolbert CPA is also experienced in using Intuit QuickBooks and encourages their clients to use more modern accounting software. They are also a member of AICPA (the American Institute of CPAs).

One thing to note about the American accounting industry is that the vast majority of firms do not have their own App – instead, they are reliant on an assortment of third party Apps such as QuickBooks, DropBox, KashFlow and so on. Less than 1% of CPAs stateside have their own App: they will soon realise how valuable these Apps are when these third party software companies become the real middle man in the client’s relationship with the IRS.

Become the Trusted Adviser once again with the CPA App

The Tolbert CPA App offers 4 important features to their clients for rapid contact with the team at Tolbert: Meet the Team provides an all-inclusive team biography section. Get in Touch allows the user to rapidly contact Tolbert via email or phone call. The Website button allows the user to view the website in-App, and the Blog button allows the user to view any blog published on the website on a mobile-friendly interface.

Both clients and firms need to take care of the receipts they acquire as part of their business ventures, and MyFirmsApp has you covered with the Receipt Manager tool. This feature allows you to take a photo of your receipt and then fill out some data. Now that you have your receipt stored on your device, you can export it rapidly via email.

Keeping track of your overall income is something that can take up a lot of your time, time you could spend on more important business activities. The Tolbert App Income Tracker allows you to input all your different forms of income into one place and track it next to total expenditure.

Tracking your mileage is something you want to do when using a company car, or for keeping track of travel expenses. Doing it by the old pen & paper method can be confusing and a drain on your time. Tolbert’s Mileage Tracker tool will record your travels for you and organise it all into a single App, which can be easily exported via email.

Integrated third-party services include LeapFILE and Cloud9 Real Time: LeapFILE is a cloud document exchange service that doesn’t require signing up for your clients, removing one of the barriers that make people avoid these services. Cloud9 Real Time provides a system to host and integrate your most frequently used business software without breaking the bank. This amazing service puts all your data, apps and cloud exchange services all in one place for a small fee.

This App also supports an amazingly effective and quick communication tool: Push Notifications. Compared to emails, Push Notes are far quicker to draft and publish and get noticed and acted on by recipients considerably more often than an expensive, time consuming email campaign that frequently ends up ignored.

Tolbert have augmented their firm by offering a wealth of valuable services for their clients. The special relationship between the firm and their clients will be further reinforced by the increased interaction and quality of services that the App improves and protects against IRS intrusion.

Register for your Full Feature Trial:

With almost a thousand firms using our App and 30-40 new firms subscribing every month, your Free Full Feature Trial carried out by phone in just 15 minutes will show you how an App will transform your firm and attract new clients with numerous essential resources and features such as frequently updated tax tables, calculators and budget packs, full integration with cloud accounting services and many more.

Book for a Free Full Feature Trial here.


Categories: Apps, Blog

Daniel Richards

Daniel Richards | danielr@myfirmsapp.com

Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for Accountants and Bookkeepers.

He is passionate about helping firms maintain a key role in the always-on App environment which plays such an important part in our daily lives. He is particularly keen to raise awareness of the threats posed to accountants and bookkeepers by 3rd parties and even Government. Without a firms’ own App, it really has no way to serve within, benefit from or control the environment where so many clients and prospects now spend their time each day.

Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for accountancy firms.

He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and Insight webinars, and regularly speaks for the professional bodies and membership organisations.

Outside work: In his early days Daniel spent most of his time mountaineering and was fortunate enough to undertake expeditions in places such as The Himalayas, Alps, Alaska, Papua New Guinea, Norway and others. Now he enjoys the outdoors as much as possible with his family and friends as well as being active in the leadership of a local church.