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We chose the MyFirmsApp solution because we recognise the shift in society which is overwhelmingly technology based today – across all generations. The GPS Mileage Tracker, Photo Receipt Manager and especially the Push Notifications we can send, create real value with our clients. In fact, the ability to send a Push notification is one of the capabilities that we find most beneficial! It saves so much time, even for sending out general reminders – and our clients love them too. We can also post important articles in the App which keep our clients up to date with tax law issues and help answer questions we frequently receive from them. More and more clientele are part of the millennial generation and they will be expecting their CPA firm to have an App. Just in the first 10 days roughly 15% of our clients have it, and that number will continue to grow rapidly. What’s more, we are the first firm in Houston to have their own App for clients, and the marketing differentiation this creates for us is truly fantastic. In short – this is something all CPA firms should have!
All the thought leaders have been bringing up lately about how a CPA firm or bookkeeping service could really streamline efficiencies with their own App. What MyFirmsApp has built for accountants is something very special, and it is more than anything a concept that I think is really critical for accountants to think about and embrace. What I am so excited about is obviously strengthening your client relationship and deepening it, but I’m excited about the marketing aspect of it. But it’s not just that it’s going to save you time and money, it’s going to save your client a lot of time and money. We all know it’s the future; everybody’s working from their phones. That was my first reaction! But that was before I took a moment to think it through. I would encourage any firm to think about how much money and time, what dollar amount would it actually save – even as far as a place for that client to go download their portals, logins and software access. I mean I started thinking about the organisation, the workflow and the efficiencies that it brings to a firm as you mentioned and when I started thinking, it seems to me that this thing more than pays for itself even before the marketing etc. Reader might have same reaction I did, but I think you know it’s something that you should really think through. It’s really a good deal, and you’re not charged per client.
Having tried various marketing efforts, some of which worked and others, let’s say ‘didn’t set the world on fire’, we were keen to innovate and have new ways to engage current clients plus generate referrals and attract the type of new clients we are after. The MyFirmsApp platform is ideally suited to that and outside of how we see our clients using it, promoting it on LinkedIn and Facebook for example will really help us attract those professionals running small businesses.
We have been using it for about a year now The Receipt Manager is the most used page and we also promote it regularly in our e-newsletter and the articles about it are consistently opened and read. I personally love it. It’s such a unique talking point. When I tell someone we have an app, they’re always very impressed and think it’s exceptionally cutting edge.
I was very impressed with the work and support from Steffan from the design team at MyFirmsApp. The process and communication was smooth, even with the challenge of working across different time zones, the time difference actually helped minimized delays. I would submit my revisions so he would have them at the start of the next work day and minimize losing time. Steffan did a great job in aligning the app design with the company’s branding to have brand consistency. Thank you for all the quality and timely design work! Great service all around!
It’s a lovely App – much nicer than carrying a business card. I was with a group of business people recently, they were all handing out business cards and I said, “well, I’ve got an App actually – and they all looked impressed!” It’s easy to find on the Playstore & easy to download there & then. You could be sitting with a client and you can just get the App out if you need to access any information. It’s easy to use. With business cards people will file them away in a drawer, if they’re organised, but everyone carries their phone around and so they have access to your details on the App instantly.
I would like to personally thank you for spending almost 3hrs with me on the phone today exploring, explaining, and overview nothing short of every aspect of both the dashboard as well as the App itself. We have undergone many technology upgrades lately and it is great to know that we have a strong, knowledgeable, and easily approachable support base that has given us the added confidence we needed with this project.
The professionalism of the work you’ve done is astonishing. Everyone has been positive about you. Your patience dealing with people is astonishing. I admire how you do this to no end. It’s so kind to take the time to talk about using push – now I understand what it is, your product knowledge is superb. I appreciate the customer care – we feel really comfortable with the care you guys put in.
Steffan and his team design our app based on a logo we had and after helping and supporting us and amending the app icon a few times to fit our needs we were very pleased with the outcome and looking forward to see the final app launched to show our customers and potential customers for the future and would like to thank My Firms App for all their guidance and support and would recommend them anytime.
I love it. The App works really well for us. It’s great to show clients – it has a whole host of tools for them to access straight away, and they don’t have to keep asking us all the time. It’s also always kept up-to-date with tax calculations. I find the App is a handy tool internally as well; whether we’re out and about seeing a client or demonstrating it, it saves us having to bring up different software. We also use it to drive traffic to the website and social media channels. MyFirmsApp have always been very helpful when we’ve needed support with the App.
I just wanted to say what a pleasure it is dealing with everyone at MyFirmsApp; you are all so helpful and cheerful!
I love the new design of my App. The updates I had asked for were applied very quickly AND the design included some great things I hadn’t even thought to ask for! Excellent service.
I have sent the app to a few friends as Guinea pigs who love it and think it is not what they would expect from their accountants!!
We subscribed to MyFirmsApp after being impressed at Accountex 2015. The implementation was smooth and the functionality has raised our profile with clients, providing them with useful tools to enhance decision making and controls
We are now very firmly in the ‘age of connection’. MyFirmsApp are now enhancing that at an amazing level, which is why so many of the clients I serve are using these processes – specifically to connect. Of course I recommend the App; I’ve got to see my data, I’ve got to be connected with you – it needs to be right there and that’s what the App does. You’re giving clients access to their information and other things they might need to do a better job and, importantly, to stay more connected to you – great for developing client loyalty. It’s a brilliant way of using technology to connect. The feedback is always ‘I love it.’ People are inspired. Just do it – you will be so thrilled that you did.
Our App looked great and has been both a good client engagement tool and conversation piece with prospects. I know that we have over 190 individuals using our App but has it actually generated new clients? To be fair I didn’t really expect it to, knowing how hard it is to genuinely track lead sources. So when a new client came on board I was rather shocked to find that the tipping point, the thing that that ‘really’ made the difference and encouraged them to choose us was our App. It’s a sign I am sure of things to come and the future of things to come.
I knew having an App would differentiate us. What I underestimated was by how much and in how many different ways. We have had PR articles and people sharing feedback with us on the App stores. It’s strengthened our message of being proactive, forward thinking innovators and helped us become even more visibly different than our competitors. Clients love it. I mean not just downloading it or using it once or twice. They are engaging with it, some of them multiple times each day. And each time they do, our branding and name is in front of them. And all for such a small investment of money. And best of all it doesn’t require any of my time to manage it.
Just to let you know, I asked 2 fledgling Accountants yesterday to check out the product. One was 22 and one 25. Both thought the product was great and intuitive which proves my theory exactly that this is the future and old dinosaurs like me need to wake up to it!
Thank you to the Team at Insight for developing Thoburn & Chapman’s new App. It looks absolutely great and the content is spot on for our needs of helping our clients get easy access to important info and getting us in the shop window of potential customers who fit our ideal client profile. It seems to be doing both jobs really well for a minimal investment. The feedback from our clients has been 100% in favour. Well done!