NO usernames or passwords for you to remember
Secure messaging (instead of standard email)
Protected file exchange (instead of email attachments)
Protected username/password exchange (for us to access your financial account statements)
Convenient document scanning & document creation using your phone! (no desktop scanner required!)
Expedient transaction-by-transaction collaboration tool:
One simple queue of questions that we may have before we can complete the books, with quick auto responses built in for client convenience:
"which vendor does this apply to?"
"how would you like this transaction categorized?"
"is this personal or business related?"
