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 your accountant, but this App gives you their 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 such as:
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 / Logbook Tracker – Make sure your mileage claims are always accurate with background GPS tracking
Calculators – a suite of useful calculators to provide you financial and tax information in an instant
Tax & Finance – Get access to tax tables, important financial dates and business news, updated regularly
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 your accountant or CPA 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 your accountant or CPA ready to incorporate into your accounts.
Is capturing your business mileage a chore? The App can take this pain away too. Mileage / Logbook 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 super useful calculators to help you make informed decisions such as APR, loan payments, mortgage payments, savings and currency conversions.
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.
Thanks to user feedback, this version delivers a number of bug fixes, ensuring a smooth user experience.
Ratings and Reviews
This App is great! Lots of features that will be extremely useful!
Best X patriot CPA app I’ve seen
Wow thorough services or clear the firms pedigree outstanding the app it’s very versatile and useful I am so impress!!
Don’t use this. It is not user friendly, buttons do not work, and incredibly difficult to export tax document!
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The developer will be required to provide privacy details when they submit their next app update.
- Insight Marketing
- 47.9 MB
- Requires iOS 11.0 or later.
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
English, Dutch, French, German, Italian, Portuguese
- Age Rating
- This app may use your location even when it isn’t open, which can decrease battery life.
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