eCommerce
Memberships
Chatbot
Online Courses
Bookings
Travel guide
Events
Content Creators
Pickup & Delivery
Newspaper
Radio
Schools
Faith
Organizations
Restaurant
Grocery
Custom apps
Employee Communication
NO CODE APP BUILDER
TECHNOLOGY
WHY GOODBARBER?
Design
PRODUCT RESOURCES
TOPICS
MOBILE APPS RESELLERS
DISCOVERCreate an accounting firm app
Accounting firm app: deadlines announced, receipts sent as photos and meetings booked online
Your clients get a notification before each deadline, send you invoices photographed on their phone and book their own year-end review or new business consultation.
With no code at all, the firm puts its iPhone and Android app online, plus a web version for clients who prefer a computer: one group for the self-employed, another for companies, notifications ahead of your deadlines, a form for documents and meetings tied to the accountant's Google Calendar.
Free 30-day trial - No credit card required
The tradesman who works alone
A cabinetmaker, he keeps his supply receipts in the glove box and photographs them one evening a month for the My documents Form. On the date you've set, a notification to the Self-employed group asks him for his statements for the quarter.
The company with five employees
Its manager is in the Companies group: she gets the messages about closing the fiscal year and the month's payroll data, not those meant for the self-employed. In June, she books her year-end review and notes in the form the points she wants to cover.
The founder unsure about a business structure
He's getting ready to open a food truck and hasn't settled on a legal structure yet. After reading your articles on the first steps, he books an hour in the New business consultation section and describes his project in the form.
Meeting the accountant, booked in the app
Two sections on one calendar: 45 minutes for a year-end review, an hour for a new business
Open two sections tied to the accountant's Google Calendar: Year-end review, in 45-minute slots, and New business consultation, in one-hour slots. A consultation booked for Tuesday at 10 a.m. closes the review slots it overlaps, and the reverse holds too. The form, shared by both sections, asks for the company or project name, a phone number and the purpose of the meeting. Client and firm each get a confirmation email; a client who needs to back out does it from the app or the email, no call needed, and the hour opens up again.
January to May, fewer slots; in June, the year-end reviews
Shorter hours while the year-end accounts are being prepared, longer ones once they're ready
From January to May, your team is busy producing year-end accounts: cut the New business consultation section down to two mornings, Tuesday and Thursday from 9 a.m. to noon, and enter your seminar days as exceptional closures. In early June, open afternoons in the Year-end review section, from 1:30 to 5:30 p.m., and tell the Companies group with a notification. A 48-hour minimum notice lets you pull each file before its owner walks in.
What your clients find in the app
Your deadlines, announced ahead
Each deadline you set is announced by a scheduled notification, to all clients or only the group concerned, a few days before.
A form for documents
Invoices, receipts, statements: a file field takes a photo shot on the phone; a PDF comes from a computer or an Android phone, never from the native iPhone app.
Meetings to book
The year-end review and the first new business consultation, in the accountant's free hours, confirmed by email on both sides.
A space by business type
Once signed in, the self-employed see their section and companies see theirs, each with the articles that concern them.
The firm in one tap
A contact page to call, email or drop by, with your office hours and who to reach for each type of file.
Budgeting for your firm's app
The Premium plan is the starting point for a firm app published in the stores; the Form, notifications and articles add nothing to it. Meetings need the Appointment booking option, and separating the self-employed from companies takes two more options: Authentication and User groups. The Pro plan covers all three.
| Premium · iPhone, Android and web, for the whole firm | $55 /month, billed annually |
| Booking meetings, as an add-on to Premium | $15 /month |
| Pro · meetings, Authentication and User groups built in | $105 /month, billed annually |
Apple's developer account and Google Play's are paid separately, directly to each store.
Accounting firm app: your questions
How do I warn every client about an upcoming deadline?
From the back office, schedule a push notification for the date of your choice: "Remember to send us your statements for the quarter by Friday." It goes to all users or to one group, Self-employed or Companies. The app has no idea who has sent their documents yet: no individual reminder goes out on its own, and you're the one who follows up with latecomers.
Can a client send me invoices as photos?
Yes: create a My documents Form with several file fields, the company name and the month concerned. The client attaches one photo per invoice or receipt and sends the form again if there are more; an email lets you know each time one arrives, and the answers collect in the back office until you export them as a CSV file. The app doesn't read amounts or post entries: bookkeeping remains your job.
My clients keep their invoices as PDFs on iPhone: what now?
In the native iPhone app, the file field doesn't accept PDFs; a photo, on the other hand, works everywhere. For a PDF, the client uses a computer, where the app's web version takes that format, or an Android phone. An invoice that came in by email can simply be forwarded.
How do I limit meetings during busy season?
From January to May, shorten your sections' opening hours and close in advance the days your team isn't available; a minimum notice also rules out next-day bookings. In June, open them wide again for year-end reviews.
Can I keep self-employed clients and companies apart in the app?
Yes. Two extensions handle it: Authentication, which gives each client an account, and User groups, where you place everyone, Self-employed or Companies, from the back office. Each group has its own sections, articles and notifications: the manager of an LLC doesn't get the message meant for sole proprietors.
Does the app do my clients' bookkeeping?
No. It does no data entry, no bank reconciliation and no tax filing, and it doesn't connect to your accounting software. It organizes what happens around it: documents coming in, deadlines announced, meetings booked.
Can I receive confidential documents through the app?
That's your call, based on your firm's own rules: the app makes no promises beyond them. Documents sent arrive in the back office, and you're notified by email. State in the Form what shouldn't be sent that way, and ask at booking only for what prepares the meeting.
Extension Store
Six extensions for an accounting firm. Three cost nothing: Push notifications, CMS Articles and the Form. On Premium, Appointment booking is an add-on, and so are Authentication and User groups, which separate your two kinds of clients; the Pro plan includes all three.
Deadlines announced to each group, documents received as photos, meetings booked in your free hours
Your firm gets its own app under its name, published with Apple, with Google and on the web. The bookkeeping stays in your software; the app takes care of what surrounds it: notifications by group, the documents Form, articles, meetings tied to Google Calendar.