Your whole accounting practice in one app: control for your clients, your team and every deadline
An accounting practice lives on two things: never missing a deadline, and the client feeling that everything is under control. For Harrison & Associates CPA we built a single app that covers both: the one the client uses to check where they stand and upload their documents, and the panel the firm uses to track returns, fees and due dates. Here’s a look inside.
One app that holds everything
This isn’t one app for the client and another for the firm: it’s a single app that adapts to whoever opens it. Your client sees where they stand, their documents and their payments; your team tracks each taxpayer’s obligations; and you see fees, collections and what’s due this week. All connected, with no more chasing paperwork over email.
What your client sees
Your client opens the app and sees at a glance whether they’re current: how the year-end close is progressing, the quarter’s estimated tax, what their next deadline is and how much they owe. They can upload expense receipts from their phone and pull up their documents (returns, filing confirmations, statements) without asking you for them. They stop asking "where do I stand with the IRS?" because it’s right in front of them.
A tax assistant powered by artificial intelligence
Inside the app, your client has an AI assistant that knows their file. It tells them which documents are still missing for the next filing, which dates are coming up, how much they have paid so far, and gives general guidance on which expenses are typically deductible, always making clear that their accountant is the one who signs off. This isn’t a generic chatbot: it answers with that taxpayer’s real data and saves you the same five questions every week.
Your firm’s panel
On the firm’s side you see the whole business: how many returns you’ve filed this month, your fee income, how many clients are current and how many obligations are coming due, with an alert on anything due in the next 48 hours. It’s the dashboard that tells you every morning where to focus.
Deadlines under control
The calendar pulls together everything that needs attention, by client and with its due date: quarterly estimated payments, payroll filings, annual returns, what you’ve confirmed and what’s still open. And the reminder goes out to the client on its own 24 hours ahead, which is exactly what cuts down late penalties and last-minute scrambles.
- Live filing status per client: current or not, periods filed and tax owed
- Receipt and document upload from the client’s phone
- AI assistant that knows each taxpayer’s file
- Firm panel: returns filed, fee income and clients in good standing
- Deadline calendar organized by client
- Automatic reminders 24 hours before anything is due
- Fees and collections at a glance
Built for your practice
Harrison & Associates CPA is one example, but the app is built around how your firm works: an accounting practice, a law office, a title company or an insurance agency. Each one has its own deadlines, its own paperwork and its own client relationship. We assemble it for you, with your brand. This isn’t a generic template: it’s your practice, in order, with no date slipping past you.
Do you run an accounting practice, a law office or an agency? Want to see it working in an app like this? Tell us how you work and we’ll show you what it would look like built for you.
Book a free demo