Thursday 4 August 2016

Our New App

I've been banging on about our new app for a while but it genuinely is just around the corner.

And we're really excited about it... for a number of reasons.

But mostly because our app is not just a pretty face, it serves a genuine purpose which should make your life as a business owner easier... and, if I'm entirely honest it'll make our lives easier, too.

So, I (kind of) hear you ask - what's so useful about your blog?

Well, apart from all the other stuff you usually get on apps from accountants - things like a directory so you can get in touch with us really easily, fabulous pictures of the team, some documents and an outline of the tax year... I can hear you all glazing over from here.

Apart from all that there's a really neat Expenses function.

The Expenses function allows you to do a couple of things.

Firstly you can record expenses... the app allows you to make a note of the amount and categorise the expense.  You can then take a photo of the receipt and get rid of it.

Secondly, you can record your mileage.  Just put in your start location, destination and whether it's a round trip or a trip with multiple stops and click a button.

Okay - all well and good.  But here's the really good bit.

Every month you can hit a button and our app wraps up all your expenses, turns them into a spreadsheet, attaches the photos of your receipts and emails them to us.

And you can do the same with your monthly mileage claim.

But now for the quid pro quo - the bit that makes our lives just a bit easier... but only if you're on QuickBooks (our cloud based bookkeeping package).

The spreadsheet we get from your app is already configured so we can directly upload to QuickBooks.

That means a couple of things - we can get information to you quicker and more efficiently.  In turn this means you can be better prepared for whatever your finances throw at you.

The second thing is that we are starting to make the collection of information from you easier and easier - something we're really keen to do.

Now to the rub... we need something from you!

We're actually looking for 10 volunteers to download the app and use it and report back on how they find it.  It should be too onerous, just tell us really briefly what works, what doesn't and what else you'd like to see.

If you'd like to be a Guinea Pig, just email richardlambert@taxassist.co.uk and he'll do the rest.

No comments:

Post a Comment