About My Mobile Accountant
This powerful new free Finance & Tax App has been developed by the team at Wendy Klein CPA Professional Corporation to give you key financial and tax information, tools, features and news at your fingertips, 24/7.
The Wendy Klein CPA Professional Corporation App is designed to be a helpful place to get critical information whenever you need it. As always, the team at Wendy Klein CPA Professional Corporation is on hand to provide professional, personal advice and guidance. The Finance & Tax App is packed with tools that our clients and future clients will love, such as:
GPS Mileage Tracker – Instantly and automatically keep track of your important business miles with the App, using the in-built mileage tracker. What’s more, you can export these ‘trips’ anytime to form part of your mileage claims.
Receipt and Expense Management - Thanks to this great feature you won’t need to pile up those receipts on your desk or risk losing them in a pocket, dashboard or box! Simply use your phone to photograph a receipt, categorise it and click save. You can review and export these at any time for your own use or email them to us to incorporate into your accounts.
Income Tracker – If you are managing a number of income sources, you’ll find this tool extremely useful to monitor your income and expenditure in one place.
You’ll find 5 great tax and financial calculators you can use at any time.
You also get instant access to the latest business and personal accountancy facts, key dates and tax updates. Using the latest technology, the ‘News’ section will be updated directly by us, so you get the latest news, views and offers from Wendy Klein CPA Professional Corporation - in real time, all through your App.
As a proactive, forward-thinking firm, we want to reach out to you in a modern, time-efficient way. With App use booming, we feel that this App represents the perfect tool for us to interact with existing and future customers.
Enjoy the Wendy Klein App with our compliments!
In the Mileage / Logbook tracker continued use of GPS running in the background can dramatically decrease battery life. The App uses GPS in the background to increase accuracy of results when tracking journeys.
by C####:
Awesome app. Many great widgets and links within the app. Everything at my fingertips. Thanks Wendy for the many years of excellent service and getting my arse out of IRS hot water. With this app I can now enter transactions as they happen. This sure beats waiting until the last minute jumping through hoops to get my files to you.