The Platinum App is the world’s leading CPA solution, giving your business, your customers and future clients the most advanced App currently available.
Launching an App through MyFirmsApp delivers your brand with your firm’s design and key message to your user’s Smartphone, bringing you and your clients closer together. Doing so puts you in control of the App environment that simply isn’t possible any other way. That’s important because the Smartphone or tablet is used more than any other technology with over 80% of mobile time spent browsing and searching the Internet spent ‘in-App’. The App is integral to the success of your CPA firm in an era of digitisation.
Launching your Platinum App will allow your firm to integrate all systems on one platform, allowing for innovative marketing and high referral generation.
When it comes to managing expenses on the move, half the battle is keeping an accurate tab on your mileage. So our techies developed the built-in Mileage Tracker to help solve this common problem.
Your App can automatically track your users’ business miles and help them record and log every trip at the touch of a button. It will also help them manage the mileage, storing information and allowing them to view, edit or export the log as a CSV file with ease.
Your App will go literally wherever the user takes their Smartphone or tablet (From bedroom, to boardroom and ballroom to bathroom). This creates an opportunity for client engagement and prospecting that’s worth leveraging.
For example a Push Notification (a message sent via the App to all your App users) will generate on average a 97% open rate. By comparison, an email will generate an open rate of 4% if you are lucky.
Let’s put that another way… Push Notifications are easy to write, take seconds to send and generate a 97% higher open rate than emails! That means the next time you want to send your clients and prospects a message, you can do it all in less than a minute, and you know it’s going to be read whether it’s year-end reminders to important budget information, financial or practice news.
Many of our clients re-name these ‘Push Notifications’ as ‘Wealth Alerts’ being able to advise users rapidly, easily and effectively.
The Platinum CPA App offers you a bespoke environment in which you can create your own App that best reflects your firm. For example, on the App home page you can customise it by adding new icons that link to your current customer portal or secure document exchange login. Alternatively, you can add icons that link to Dropbox, Cloud Accounting or other 3rd party sites.
Thanks to your Platinum App, your clients will never lose a receipt again! The App enables your users to track receipts and expenses at the touch of a button. With minimal effort, users can photograph a receipt and save it to the App. Additional information can be added and receipts stored by category, amount and date.
Once the receipt is stored, at pre-agreed intervals the user can press ‘email your accountant’ and it will send the receipt file (as a csv.) to a pre-agreed email address with an auto-populated subject line for ease of filing and reference.
Clients can use their camera phone and the tap of a few buttons to quickly and simply capture invoices and payments. Simply categorise, add notes and then save. No more lost income records!
Captured income can then be exported and emailed saving hours and keeping records up to date.
The App has built in compatibility with one-touch integrations with all platforms.
Support, customer care and training is available 5 days per week, 24 hours a day, all from our head office.
As you will see when you interact with the App, it’s incredibly powerful - stacked full of tools and features that users love.
If you already use Skype then you will immediately see how powerful this feature is. If you are new to Skype you’ll quickly realise it’s well worth looking at.
When we build your App we embed your Skype ID or even the telephone number you want people to call using Skype. When your end user clicks on your Skype logo on the App it will then initiate the call via the Skype App rather than a native phone call.