ClientBooks 4+
For on-the-go business owners
1800accountant
Designed for iPhone
-
- Free
iPhone Screenshots
Description
What is ClientBooks?
ClientBooks is a small-business accounting platform that allows you to have insight to your business’ financial health anytime and anywhere. The full platform is available by signing in at www.clientbooks.com. The ClientBooks app allows you to do all the business essential tasks you need to you, while on-the-go.
Benefits to your business:
- Create invoices while you’re out in the field with your customers
- Categorize your business bank and credit card transactions at your leisure
- Get your bookkeeping questions answered by scheduling an appointment through the app
- No time for appointments? You have access to a bookkeeping team through the message center
- Track your mileage
- Upload receipts and business documents
- Access to your financials anywhere your phone is
What’s New
Version 1.2.0
Improved user experience & miscellaneous bug fixes
Ratings and Reviews
Not as good as other apps
Some of the features on here are confusing and they need more ways for your customers to pay you beside credit or debit cards. Need to fix the pay now button so that when you send an invoice from your phone it’s attached.
Mileage tracking
I’d love the option to track mileage in real time, instead of needing a different app or manual entries.
Basic and simple- just what i need - and then not
Cash flow is incorrectly recognized-and support is unable to correct this -
Had great support in the beginning but have had a few changes of accounts responsible persons.
Annual reports are generated automatically but before i had finalized the last transactions- unable to get a new set of reports -
I am afraid i will have to consider a change to another system and request a refund if these issues are not addressed appropriately.
The lack of receipt capture by picture is surprising in this times of technology and smartphones
I do not understand how this have been left out by the development scope.
App Privacy
The developer, 1800accountant, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Financial Info
- Location
- Contact Info
- Contacts
- User Content
- Identifiers
- Usage Data
- Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- Contacts
- User Content
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- 1800accountant, LLC
- Size
- 17.6 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 1800accountant, LLC
- Price
- Free