Screenshots

Description

Manage your firm from anywhere.

Exclusively for tax and accounting professionals—Mobile CS gives you on-the-go access to important firm, staff, and client data 24/7, from anywhere. And now, you can enter time and expenses on the go! The information automatically flows directly into Practice CS where you can view it and other important Practice CS data to help you make smart business decisions on the spot. Stay connected and in control of your bottom line with key features, such as:

• Staff Availability—Check staff work load, phone messages, contact information, and notifications.
• Firm Financials—Monitor your firm’s finances and your investment in individual clients through WIP Recap, A/R Recap, Key Totals, and Five Year History.
• Staff Active Timers—See exactly what your staff is working on.
• Time Recap, assigned Projects and Tasks, and Notifications—Stay on top of your responsibilities and productivity.
• Clients Near Me—Discover and view clients near your location.
• Mileage Tracking—Track mileage in real time using iPhone GPS, or after-the-fact by mapping a route between two addresses, and use that mileage to calculate an expense entry.
• Receipt Tracking—Automatically link iPhone photos of receipts to expense entries that flow to Practice CS and let firm members or administrators view receipts directly from time and expense entry.
• Call Timer—Time outgoing iPhone calls and use the dialed number to create a time entry.

Please Note: Continued use of GPS running in the background can dramatically decrease battery life.

What’s New

Version 2.2.0

Updated Privacy Policy.
Updated compatibility for 64-bit processing.

Ratings and Reviews

2.0 out of 5
6 Ratings
6 Ratings
jteelnm ,

Too complicated

I wanted to create a simple appointment app to create my own tax preparer company. I can’t figure out how to remove the set staff and can’t seem how to get my own clients into your system. I don’t believe this is a user friendly app. Yuck

Ygacpa ,

Update to current app

It would be nice to have the app updated. It's not compatible with the latest version of iOS. Every time you try to open it, you get a message that it may slow down your phone.

Bay Area Baseball ,

Needs bidirectional support

This app should allow notes to be added to the client. So, it's not of much use. I don't think this app has been updated in a long time. No money I guess.

Information

Seller
Thomson Reuters
Size
13.1 MB
Category
Business
Compatibility
Requires iOS 8.1 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English, French
Age Rating
Rated 4+
Location
This app may use your location even when it isn't open, which can decrease battery life.
Copyright
© Copyright 2010 - 2017: Thomson Reuters Global Resources. Proprietary and Confidential. All Rights Reserved. Disclosure, Use, or Reproduction without written authorization of TRGR is prohibited.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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