SUPER STARTER APP TEMPLATES

Apps For Accountants

Transform your accounting business with a Android and iOS app crafted by Platfio. We specialise in creating affordable, potent, and user-friendly accounting business apps for accountants. The best part? Your personalised accounting business app will be ready in under a week. Dive into the digital age with Platfio and see your accounting business client engagement soar!

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Accountant App

Why Custom Apps?

Custom apps are today's benchmark for exceptional customer experience. Consider this: every leading company has its own app. Take Facebook, for example – isn't the app more convenient and engaging than the website? Apps enhance customer interaction and streamline business operations. Now, we're bringing this gold-standard directly to every industry making custom apps not just a luxury, but an accessible tool for your success.Accountant App.

Affordable Pricing

Get ready to be amazed with our collection of incredible starter templates, crafted just for you!

Can’t find exactly what you need in our templates? Don’t worry! Explore our platform builds where the sky’s the limit. With us, custom features beyond the template offerings are just a thought away – quickly and easily tailored to your vision.

What Can Your App Do?

Deductible Expense Tracking

Enable your clients to effortlessly track deductible expenses, such as mileage and receipt capture. This streamlines their tax preparation and enhances client engagement, leading to better retention.

Client Induction and Document Upload

Streamline new client onboarding with an in-app induction process. This approach not only enhances the efficiency of gathering documents but also ensures the highest level of security for sensitive data.

Appointment Scheduling

Facilitate both clients and staff to book consultations directly through the app, streamlining administrative duties, offering real-time availability, automating reminder alerts, and helping to decrease no-shows.

Content Publication

Empowers you to share insightful articles and videos, educating clients on accounting and finance topics. This boosts client engagement, establishes the firm as a knowledge leader, and aids in client retention.

Integrated Client Communication

With integrated in-app communication, clients can quickly contact their accountant for support, enhancing client service, ensuring prompt responses, and keeping all interactions secure in one platform.

Useful Tools For Clients

Equip your clients with helpful tools to educate and engage them, including resources for financial planning, prompts for important questions to ask their accountant during tax season, and much more.

Take a look at our pricing table below. It shows all the features you get with each plan for your app.

Why Platfio?

Your go-to platform for custom app development, akin to a modern-day WordPress but for apps! We've unveiled a series of starter templates tailored for popular businesses, including gyms. These templates provide an instant, industry-specific app solution. Plus, they come with endless possibilities for customization and growth, ensuring your app can evolve with your business.Accountant App

Don’t Settle For A Cookie Cutter App

Empowering businesses to break free from generic, ‘cookie-cutter’ apps by offering customized solutions that reflects your unique brand and specific business needs.

Ready in Less Than 1 Week!

Get your Platfio app up and running in just 1 week! Fast, efficient, and tailored to your needs.

Ever Evolving Looks & Features

We regularly update your app, ensuring it stays ahead with the latest features and optimizations for an ever-improving user experience.

Extensive Lessons and Support

We provide comprehensive lessons and dedicated support, ensuring you have the knowledge and assistance needed to maintain and enhance your app effectively.

MORE SALES

Take Your Marketing to the Next Level

Experience the unexpected benefits of building your app with Platfio! Place your brand directly on your customers’ home screens. Imagine the power of integrating push notifications, email, and SMS into customizable, split-testable autoresponders. These not only streamline your CRM segmentation for future marketing but also drive more sales, more consistently, and more efficiently.

Push Notifications

now

Reach customers with Push

Instant customer engagement and high conversion rates.

Messages

1m ago

Reach customers with SMS

Direct delivery, high open rates and quick responses.

Mail

2m ago

Reach customers with email

Personalized content, cost-effective and nurtures long-term relationships.

One Simple System

Every app includes a powerful CRM and POS that works out-of-the-box. Automatically collecting valuable data and improving efficiency.

Unlimited Potential

Your app can integrate into anything and implement any feature. Platfio doesn't limit you, we empower you with simple and powerful tools.

Automate For Efficiency

Improve efficiency in your business with Platfio automations. In your app virtually anything is automate-able.

CH Accountants

Cunningham and Harvey is an accounting firm with offices in Whyalla and Gawler. Their experienced team works across multiple industries and clients groups.

FAQ’s

Frequently Asked Questions

Can Platfio integrate with our existing accounting software?

Yes, Platfio supports a broad range of integrations, including many widely-used accounting practice management systems. That said, many firms choose to use the inbuilt Platfio tools such as appointment scheduling, using one system that simplifies processes considerably for staff.

Can our clients use the app to schedule appointments or consultations with us?

Absolutely. Platfio’s platform allows you to incorporate a booking system into your app, enabling your clients to schedule appointments directly from the app. This can significantly streamline your appointment management process.

Can clients use the app to securely upload their financial documents?

Yes, with Platfio, you can build features that allow your clients to securely upload their financial documents. However, it’s important to note that such features must comply with all applicable laws and regulations, including those related to data privacy and protection.

Can we use the app to send reminders or notifications to our clients?

Absolutely. Platfio allows you to send push notifications to your app users. This can be an effective way to remind clients of upcoming deadlines, notify them when their financial statements are ready, or share important tax information.

How easy is it to update the app's content, like changing our office hours or adding new services?

With Platfio, you have complete control over your app’s content and can easily make updates as needed. Our platform is designed to be user-friendly, so you can change your office hours, add new services, update your team’s profiles, and more without needing any technical expertise.

Can the app handle secure payments, like invoices and fees?

Yes, Platfio supports the integration of secure payment systems. This feature allows you to invoice your clients directly through the app and provides a convenient and secure method for them to pay their fees.

Next Steps

Press below to contact us or get started today!