Your clients, one tap from their paperwork
A client mobile app for accountants built to enterprise SaaS standards. Your Canadian clients upload a document with the camera, approve a job, sign an engagement letter, pay an invoice and message the person doing the work — without a laptop, a password reset or an email chase.
In the app
- Camera capture
- OCR on arrival
- E-signature
- Live job progress
- Pay an invoice
- Secure messages
- Book a meeting
- Biometric unlock
- AI assistant
- Dark mode
Home dashboard
Everything outstanding, above the fold
The client opens the app and sees exactly what is waiting on them — not a menu they have to interpret. Actions first, history second.
Client timeline
The whole engagement, as one honest line
Clients ask “where are we?” because nothing has told them. The timeline shows every stage, which one is live, and what the firm is waiting for.
- 01 · CompletedInquiryCaptured against a prospect record rather than an inbox.
- 02 · AcceptedProposalScope and price accepted from the phone.
- 03 · SignedEngagementLetter signed and countersigned, filed on completion.
- 04 · 18 of 18Document collectionRequests arrive as tasks and the list shortens.
- 05 · In progressWork in progressA percentage and a named next step — no status emails.
- 06 · NextReviewDraft statements shared for client approval.
- 07 · To doInvoiceThe bill appears where the work is, payable in the same session.
- 08 · TargetCompletedFiled, dated and archived — and searchable next year.
Document upload
Photograph it in the parking lot, and it is filed
The most common client action deserves the shortest path: camera, gallery, PDF or files, then a visible upload state and OCR running in the background while they get on with their day.
Screens
Every screen, one language
Splash to settings, every screen uses the same navigation model, the same card shapes and the same status vocabulary.
Sign in
Email, biometrics or SSO for firms on Microsoft Entra ID.
Client portal
Services, entities and the named people behind them.
Tasks
Swipe to complete, swipe back to snooze. Overdue is never silent.
Secure messages
Threaded against the job; attachments file themselves.
E-sign documents
Read, sign and return in one session, with the audit trail kept.
Invoices and payments
Balance, instalments and receipts, with payment in the same flow.
Meetings
Availability, booking and joining without an email thread.
Notifications
Grouped by type, with an empty state that explains.
Documents
Filter chips, sync status and a camera shortcut.
AI assistant
Grounded in the client's own record; judgement goes to the accountant.
Client timeline
Every stage of the engagement, with the live one highlighted.
Profile and settings
Appearance, notifications, biometrics, devices and privacy.
Light and dark
Two themes from one token set
Dark mode is not an inverted screenshot. Surfaces, lines and muted text each have their own dark value, and the accent stays accessible on both.
Platform standards
Native where it matters, identical where it counts
The app follows each platform's conventions for gestures, navigation and system dialogs, while keeping one visual identity. Nobody should have to learn a second version of your firm.
iOS — Human Interface Guidelines
- Back-swipe, large titles and native share sheet
- Face ID and Keychain for session unlock
- Dynamic Type and safe areas respected throughout
Android — Material Design 3
- Predictive back and edge-to-edge layout
- Biometric prompt and system autofill
- Elevation, ripple and motion tokens
Micro-interactions
- Pull to refresh, swipe to complete, long-press preview
- Upload progress, success check and haptic confirmation
- Shared-element transitions between list and detail
Related platform features
What the app connects to
The app is a way in, not a separate system — everything it shows lives on the same client record.
Ask what is live and what is next.
The screens on this page are design previews. On a thirty-minute call we will show you what your clients can use today and where the native iOS and Android apps are on the roadmap.