You can occupy the most important space on the planet

We don’t live in the industrial and agricultural age any more – we live in the digital age, and the assets that matter are also digital. They can occupy the most important space on the planet right now – the screen of a smartphone.
Daniel Priestley – 24 Assets

An App for your firm

MyFirmsApp offers you two different solutions to engage with your clients via your own App presence.

You can either use the OneApp platform, enabling you to have your profile live in a matter of weeks, at an affordable level and suitable for firms of all sizes. Or, the alternative? Create your own bespoke App.

Both solutions mean your brand and your firm is available on their smartphones and tablets 24/7, 365 days a year. And all updated, managed and looked after by us.

Why have an App?

It’s a changing landscape, mobile use is soaring and Apps have now become the number one tool we use. What’s more, with so much innovation occurring and MTDfB, things are already starting to get very messy for advisors and their customers. Some firms are offering clients scores of different Apps, others are simply leaving clients to take a DIY approach and find their own.

Today, it’s important to have a proven solution that connects you with your clients, that brings together all the individual components, Apps, logins and portals you want to offer into a centralised place that’s in your brand.

Connect, engage, interact and impress your clients

Just imagine what your clients (and staff) will think when you launch your App profile. It’s going to make you stand out, showing clients just how much you care and demonstrating your commitment to modernise your firm. Plus, it’s going to connect you with your customers in a new and unique way, helping you to engage and communicate using the very latest technology.

Exceptional features

Access a world-class platform containing a unique combination of content, tools, features and integration, with hundreds of variables, plus the option to upgrade to specific modules to customise your users’ experience. Full feature list here.

Budget & Tax Pack

Give your clients critical content, tax dates, key rates, budget and autumn updates with full commentary – all in-App.

Communicate

An incredibly powerful way to communicate directly with your App users (individuals or groups of users) with a 90% + open rate.

Automated Marketing

Bi-weekly messages are created and distributed automatically without you having to do anything.

Receipt Manager

Clients photograph a receipt, input the data, save and export when appropriate – no more lost receipts!

Income Tracker

Users can log and track income on the go, input notes, then export at any time – all at the touch of a button.

Mileage Tracker

Using the latest GPS technology, users can tap, track and go – then stop, save, and export when ready.

Integrations

Finally, everything in one simple, centralised place thanks to integrations with almost all major platforms.

100% Compliant

Approved, endorsed, compliant and used by some of the biggest tax teams in the world – giving you total peace of mind.

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