Client app · iOS and Android · design preview
Your clients, one tap from their paperwork
Clients upload a document with the camera, approve a job, sign an engagement letter, pay an invoice and message the person doing the work. No laptop, no password reset, no email chase.
- Face ID and biometric sign-in
- Files land in your SharePoint
Ridgeline Foods LLC
Good morning · 3 open items
- Upload Q4 bank statementsRequested by AmaraDue today
- Sign engagement letter2 signatures outstandingSign
- INV-2052Due Mar 12$780.00
Design preview with sample data.
What clients do in the app
The four things clients do most, in a few taps.
Actions come first and history second. The client opens the app and sees exactly what is waiting on them, not a menu they have to interpret.
Capture
Photograph a document. Edge detection straightens it, OCR reads it on arrival, and it is filed against the right job.
Sign
Read, sign and return an engagement letter in one session, with the audit trail kept on the record.
Pay
See what is paid, due and overdue, and pay an invoice in the same flow.
Talk
Message the team in a thread tied to the job, or book a meeting from real availability.
Client timeline
The whole engagement, as one line a client can read.
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.
- Stage, percentage complete and a named next step
- Document requests arrive as tasks and the list shortens as they upload
- Draft work shared for approval, with comments kept on the record
- Notifications grouped in the app, not duplicated by email
Tax year 2025
Stage 5 of 8 · 62%
- Proposal acceptedStage 02Jan 11
- Engagement signedStage 03Jan 14
- Documents collectedStage 0418 of 18
- Work in progressPreparer: AmaraNow
- ReviewStage 06Mar 8
Connected modules
The app shows the record, not a second copy.
Clients do not have to install anything to work with you. Everything they can do in the app can still be done in the client portal in a browser. Access is granted and removed by your firm, against the client record.
- Client portal
The same tasks, documents and messages in a browser, for clients who prefer it.
- Documents in your SharePoint
Uploads file into your firm’s own Microsoft 365 library, through the same rules as everything else.
- E-signature and approvals
Letters signed on the phone release the work, with the signing trail on the record.
See the screens your clients would use.
The screens on this page are design previews. On the call we will show you what is live today and what is still in development, rather than let a mockup imply otherwise.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.