As a premiere CPA firm, we are constantly looking for ways we can improve the service we offer our clients. To that end, we are proud to announce the launch of our new mobile and tablet application. It’s a free download available for iPhones, iPads and Android devices.
Our feature-packed app has been carefully designed with our clients in mind. As a single point of access to our firm, this app is a helpful place to get critical information whenever you need it. As always, the team at TD Consulting Group, PC is on hand to provide professional, personal advice and guidance.
Some of the features and benefits that clients will love:
-Client Portal Link – Access our client portal for viewing and uploading your documents
-Mobile Push Notifications – Relevant messages customized for you
-Quick Calculators - Mortgage, loan, profit, savings and APR calculators at your fingertips
-GPS Mileage Tracker – easily send the data to us for tax preparation
-Receipt Manager – Snap photos of receipts and categorize - easily send to us for tax prep
-Income Manager – Available for schedule C clients with limited sales transactions
-Firm Blog – Access to relevant articles for individuals and business owners
-Social Media – Linked to our social media accounts and content
We remain committed to finding ways to communicate and interact with clients in the most efficient possible way. This new app enables us to send push notifications to all app users. We will be using this feature to share important news, deadline reminders and financial/tax updates with you.
Our mission is to provide comfort, clarity, and success for our clients by providing proactive financial, business, and tax advice on which decisions can be based. As a proactive, forward-thinking firm, we feel that reaching out to you in a modern, time-efficient way is an integral component of that mission.
To install our mobile app, search for “TD Consulting Group” in your app store or navigate to http://onelink.to/bbk869 from your mobile device. If you have questions or need any assistance, please reach out to Rob at 503-786-7320 or firstname.lastname@example.org.