Kick Start Your Project

Please see below a few questions for you to answer – it normally takes just a few minutes to fill in.

We are on hand to talk you through this and, if you wish, take you through each question step by step. Where there is an click on this to reveal more information.

Simply call us on the numbers below or email [email protected] to book in a call.

UK: 01325 469 603 | AU: 02 8015 5480 | USA: 347 748 9098 | SA: (033) 8159622

Example Description

Here at [Client name], we’re always striving to make your accounting experience as simple and as seamless as possible.

With this free cutting edge App you can now manage your finances and income on the go, all from the device you always carry with you and use every day – your mobile phone. The App is packed with expertly designed features such as the ability to store virtual receipts and log your mileage in real-time, all whilst having access to quality approved information regarding rates, taxes and maximising profits.

The App is not here to replace us, we’re always on hand, in person, to offer confidential advice which is tailored to your needs, but this App gives you our financial management service in the palm of your hand, at any time, day or night.

Packed full of powerful features, ready to be used as soon as you download:

  • Income Manager – Log your income, ready to export and send directly to us
  • Receipt Manager – Take photos of your receipts on the go, quick and easy
  • Mileage Tracker – Make sure your mileage claims are always accurate with background GPS tracking
  • Calculators – Work out how much tax will be taken from your salary each month, the amount of corporation tax you’re likely to pay this year and so much more
  • Currency Converter – Going on holiday, or your next business trip? Manage your currency calculations in-App
  • Tax & Finance – Get access to tax tables, important financial dates and business news, updated regularly
  • Budget Pack – Read the latest budget news, updated by us on the day of the Chancellor’s speech, in a consolidated, easy-to-read summary with all the facts that may affect you or your business

Say goodbye to paper receipts, our App allows you to photograph your originals, quickly categorise them and export them in a spreadsheet format, ready to send to us whenever suits you. Never again will you have to worry about losing a receipt or taking up valuable office space with piles of paper.

No more lost income records! You can now use the App to quickly and simply capture invoices and payments. With the click of a few buttons you can log, categorise, add notes, add an image and then save. Captured income can then be exported and emailed to us ready to incorporate into your accounts.

Is capturing your business mileage a chore? The App can take this pain away too. Mileage Tracker will record your mileage at the press of a button. Simply ‘tap’ on the start button and the App starts tracking your journey, even when it is minimised. Once you have finished your journey hit stop, give it a name and you’re done. If you forget to track the journey at the time, don’t worry – you can manually add the journey later so all your journey details are in one place. You also have the ability to export mileage at any time with the click of a button. This will make capturing your business mileage a doddle.

We have also packed the App with 17 super useful calculators to help you make informed decisions. Whether it’s something as simple as calculating VAT, APR or more complex like whether you should incorporate or take dividend or salary; there are calculators available in the palm of your hand via our App.

Whether you are going on holiday, planning a business trip or calculating the cost of an online purchase from overseas; you need to be able to convert currency, quickly and reliably. Thanks to our currency converter you have this at the press of a button.

We make sure that you also have access to essential tax and financial information. From key tax dates and tax tables to the latest financial news and budget information, you can access it all from within the App, with the reassurance that it is always up to date.

Whether you’re employed, self-employed or running a private company, this App will help you to manage your money effectively and save you time and administrative costs. Simply download to your mobile or tablet and take the first step to easier accounts.
Promotional Text: The ultimate free accounting App, allowing you to quickly log receipts, mileage and expenditure in the palm of your hand, saving you time and money every tax year.

Please note that this page does not save automatically if you close this page or navigate away from this tab your current progress will be lost.

Please select your type of App

Please select the App family you feel best suits your firm.

Your Code

Your code allows your clients and prospects to access your App after downloading your chosen theme above. Your access code must be all uppercase and be a minimum or 4 characters, reaching a maximum of 8. If you face any difficulty when creating your code please feel free to contact [email protected] who will be more than happy to help.

Your Agreement Details

These details have been gathered from your agreement and cannot be edited. They are soley for our internal use.

Please select your firms location
About you and your firm

What was your main reason for buying the App?

Primary Contact

The person we will send App communication to and we will treat as the primary point of contact for your project. However we encourage you to add other contacts including other team members or perhaps an external consultant or marketing agency.

To add additional contacts please tick here.

 Yes



Primary address to appear in the App

*The address provided will generate a Google Maps link for your App providing you have one. We cannot be held liable for the map that Google produces.

Contact info to appear on your App

App Links

Website address to appear within your App

Blog or news feed integration

Blog or news feed integration

If you have a blog on your website, the App can integrate with it. This means when you post a blog, it will automatically unpdate in your App. To do this we need your RSS feed, mst blogs or websites have this and its something your existing website provider should be able to provide you. If you need help we have written a free help guide here.

Social Media

Please tick the social media profiles you use









Video Channels

The App is a great place to help customers get more out of existing systems and help onboard new ones. Video Channels are a great way to help achieve this by automatically loading in vendor training and briefing video channels. See some examples here.

Simply tick the video channels you want including - and if you don’t want any just leave them all blank.

 Xero

 Sage

 Quickbooks

 Kashflow

 Receipt Bank

 Reckon

 Bill.com

 IRS

 FreeAgent

 Freshbooks

 Twinfield

 MYOB

 ATO

If you would like any additional channels, please state them here

Please note - by adding Youtube links to an App it gives your App an age rating of 17+.

Quick launch buttons / icons

These are buttons that appear within your App and enable your users to immediatley access the software or be directed to the login page.

If you don’t know the URL don’t worry, you can add this anytime once your App is live using the datastore.

Cloud Accounting

For example if you wanted to add Xero you could name it Xero or Xero Login and the url would be https://login.xero.com/





Client Portal / Secure Document Exchange

For example if you wanted to add Dropbox you could name it Dropbox or re-name it Client portal and the url would be https://www.dropbox.com/en_GB/login





Custom Launch Buttons

You can add custom launch buttons to the app to allow clients to access a specific link, such as a resource page on your website or an event page for your company. You will need to provide the name of the button and the specific URL.





Receipt Bank and Virtual Cabinet

Let us know if you are an existing customer please:

Are you an existing customer of:

Receipt Bank

 Yes No

Would you like us to integrate Receipt Bank into your App?

 Yes Please No Please What is this?

Reckon Virtual Cabinet

 Yes No

Would you like us to integrate Reckon Virtual Cabinet into your App?

 Yes Please No Please What is this?

Your App Design and Branding

Please note - If the files you are uploading have a combined size larger than 8mb it may take more time to upload depending on your internet connection.

If you continue to have trouble uploading your files, please use something like Dropbox or WeTransfer and send them to [email protected]


Logo

Please add your logo here.

*Please note, your logo must be high quality (over 1000 pixels. If your logo is not avaliable now, please finish the form and email you logo to [email protected]

Logo Redraw

If you do not have a logo and would like to use our redraw service for £150 plus VAT, please tick the box below.

 Logo Redraw

Your Brand

Please add any notes you feel are appropriate about your company brand.

Brand Guidelines

If you have brand guidelines please upload those here.

Design Direction

If you have any ideas about your App design, colour scheme, or creative thoughts please share these with us here.

Your App splashpage -

Please provide ideas and design direction for your splashpage.

Please upload images (as a zip file) to consider here.

Splashpage

If you are used to using Apps then you may be familiar with the splash screen. This loads the first time you load the App for a few seconds to visually draw the user into the App. They will not display again unless the user completely closes the App. Recurring visitors will go directly to your homepage.

If you have any ideas for the splash page or an image idea for your splash page please add below:

Styles of Apps you like

Design can be personal and some clients see an App (either one we have built or just on the App store) that they like, perhaps it’s the colour, the icons chosen, the layout or something else. Therefore if you have seen something you like let us know here.

Please leave this field empty.

 
 
 

What is Receipt Bank Integration?

We can fully integrate Receipt Bank into your App – this will give your App users the choice of using the free in App receipt manager, and also the Receipt Bank solution will full OCR.

If you need further help please click here.

Splashpage

If you are used to using Apps then you may be familiar with the splash screen. This loads the first time you load the App for a few seconds to visually draw the user into the App. They will not display again unless the user completely closes the App. Recurring visitors will go directly to your homepage.

If you have any ideas for the splash page or an image idea for your splash page please add below:

What is Reckon Virtual Cabinet Integration?

We can fully integrate Reckon Virtual Cabinet into your App – this will give your App users the ability to view and manage documents in App.

If you need further help please click here.

What is Reckon Virtual Cabinet Integration?

We can fully integrate Reckon Virtual Cabinet into your App – this will give your App users the ability to view and manage documents in App.

If you need further help please click here.