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Most businesses consider CPAs to be their most trusted adviser. In the new digital and mobile era, it is becoming increasingly complex to maintain this position. In today’s 24/7 mobile world, the CPA’s position as the first point of contact to discuss financial issues is being challenged. The ‘Google effect’ means that your clients are turning to the internet more and more for sources of information which they once turned to you for.
Relentless pressure to do more with fewer resources also nudges clients and prospects down the quickest and easiest route to information on accounts, finance and tax.
By placing yourself on your clients’ phones 24/7, you can neutralize threats such as this and cement your position as your clients’ most trusted and authoritative information source on all financial matters. Embracing digital mobile will ensure you and your clients are connected when and where it matters.
The world has adopted smartphones and tablets 10x faster than it embraced personal computers in the 1980s. We spend more and more time using our mobile devices and nearly always have them within reach. How we use our mobile devices has changed too – we now spend 90% of mobile time in-App rather than mobile browsing.
You can capitalize on this by connecting directly with your clients and prospects with your own App.
In 2016, the Edelman Trust Barometer found people spend on average 73.8 hours per month in smartphone and tablet Apps. Usage time peaks at 93.5 hours for device owners aged between 18 and 24. However, the research found increases in online App use across all age groups. 35 to 44 year-olds spend 78.8 hours per month in Apps with the over 45s spending 62.7 hours per month.
Why are mobile Apps so popular? One key factor is that mobile Apps are more accessible and faster to launch than the mobile web. They keep users more engaged and build brand loyalty, because they can support a more immersive experience than the mobile web. Apps also provide users with greater functionality, integration, simplicity and utility.
Our ‘App-stacks’ are getting bigger and bigger. With clients and CPAs using as many as 40 different Apps to manage their finances, what should be simple is actually getting messy. Firms like yours are also losing control of the digital relationship, as instead of interacting with your brand, clients interact with the App brands of accounting software, information sources and portals on their devices. Having your own App means that you can bring all these different Apps and mobile functionality into one single App, in your brand, so as it’s finance and business related, the relationship is with you.
We can customize your App to provide direct links to cloud accounting systems such as KashFlow, QuickBooks, My, and Xero. We can also connect to other third party sites, such as IRIS, CCH, Spotlight Reporting, Fathom, Twinfield and Dropbox and can link to tools such as Receipt Bank and even the IRS for lodgement.
Your App integrates all systems on one platform, reducing complexity and confusion for clients. Rather than wading through numerous ‘best of breed’ Apps on their mobile devices, your clients can save time by accessing their accounts, finance and tax information and systems through a single custom App – yours.
Having your own App is like placing an incredibly valuable digital Swiss army knife in your clients’ pockets. Your App can provide them with a suite of tools, calculators and information which will make their day-to-day financial life so much easier. Imagine how happy your clients will be and how attractive this would be to potential clients.
You could be providing your clients with an easy-to-use Receipt Manager to capture and share expenses with you. No more lost receipts! Your clients will also be able to record and export income, even when out and about. The in-built GPS in mobile devices mean that we have been able to build an incredibly useful Logbook tool, allowing clients to capture and export their mileage records at the tap of a button.
You could be providing your clients with an easy-to-use Receipt Manager to capture and share expenses with you. No more lost receipts! Your clients will also be able to record and export income, even when out and about. The in-built GPS in mobile devices means that we have been able to build an incredibly useful Logbook tool, allowing clients to capture and export their mileage records at the tap of a button.
In addition to these powerful business tools, your App could also offer a currency calculator, tax tables, finance information and a suite of 12 other calculators, all designed to be super useful to your clients.
With an App so packed full of useful tools and information, you could end up top of the pile – 7 in 10 smartphone users put their most-used App on their home screen. Imagine that – your firm on the home screen of your clients and potential clients’ smartphones.
Your App could put powerful push notifications within your communications arsenal. Push notifications are simple but effective messages which pop up on the home screen of a user’s mobile device. With a 90% open rate, they are 5x more effective than email.
Push notifications can be used to chase missing information, set appointments, send reminders, provide useful updates, promote a service or just keep in touch. And what’s even more exciting is that you can send notifications to either individuals or groups of your users. For example, you could remind an individual of an appointment with you, or you could send a personal tax deadline reminder to all personal tax clients; you could send a firm’s update to all users or you could send a seminar invite just to users who are not yet clients.
An App can also offer new insights into your client’s day-to-day usage. By using a dashboard to analyse client sessions by mobile device type and monitor new App users and the most visited App pages, your firm can identify areas of activity and respond to client needs. Firms can also analyse the success of the communications and marketing initiatives that the App makes possible.