Accountancy’s hard work
Juggling all the peripheral activities that are so essential to running a modern, client focussed firm makes it harder still.
To support your team’s day to day productivity, and increase new business opportunities, we’ve developed OneApp.
OneApp provides you with your own branded news channel, complete with a range of additional client services, all powered by our team and our tech.
OneApp – your complete client comms department
Client comms
Cut through the noise of email and ensure your client comms are received and responded to in a timely manner
Your team are talking to your clients. What conversations do you want them to have?
Marketing
Our qualified journalists and award winning writers craft and curate essential insight, advice and up to the minute news; delivered direct to your client through a unique news channel – your very own branded App.
Admin
Your in-App document scanner, receipt scanner, income manager and mileage tracker save your team hours of data inputting each week, making your firm more productive and profitable.
Let’s chat further…
Your fixed monthly license fee starts from just £350+vat per month.
Send us your details and we’ll get back in touch to arrange a short Zoom call to chat and learn more together. This is a free-consultation and mobile engagement clinic with no obligation.
If you’re happy with all we discuss, then we can have your App live in less than 3 weeks. And remember, there are no upfront fees!
“Since implementing the OneApp platform, we are increasingly using more immediate and direct messaging techniques rather than email to foster stronger, personal relationships”
WoodSquared
| Create a digital bridge between clients, colleagues and prospects with a complete content library at the core. | OneApp Starting from £350+vat per month | |
|---|---|---|
| 12 Great sources of content at your client’s fingertips | More detailsexpand_more | |
| C-19 library and updated articles for Businesses | done | |
| C-19 library and updated articles for Self-Employed | done | |
| C-19 library and updated articles for Employees | done | |
| Curated and updated Insights articles | done | |
| Curated and updated news articles | done | |
| Exclusive content and articles on business development | done | |
| Exclusive content and articles on wellbeing | done | |
| Push-notifications done for you, engaging your end-users | done | |
| Message centre to hold the communications we send for you to your end-users | done | |
| Contact us, with all your information loaded for you | done | |
| Updated with new Insights & News min x3 a week | done | |
| Updated with new articles & excusive content to serve you and your end users | done | |
| Plus you can enjoy unlimited downloads | done | |
| 2 Ways to give your App your own identity | More detailsexpand_more | |
| Branded with your logo | done | |
| Branded with your chosen colour | done | |
| 6 Services to personalise and track customer communications with access to your own OneHub | More detailsexpand_more | |
| Edit your own content sections | done | |
| Auto-launch proven to help you get 30-50% downloads across your clients | done | |
| E-learning to help you and your team get the most from your App and it’s features | done | |
| Acceptance protocol for MFA curated and produced content, done for you | done | |
| Send your own Push-Notifications to your audience – bulk, segmented or individual (standard) | done | |
| Your own dedicated Customer Account Manager (CAM), with structure & expertise to aid your success – including quarterly performance calls | done | |
| Integrations to make your firm the go-to destination for your clients to manage their finances | More detailsexpand_more | |
| Logins to all and any cloud accounting or bookkeeping softwares | done | |
| logins to all and any client portals or document sharing programmes | done | |
| Logins to all and any client dashboard programmes | done | |
| Logins to all and any other cloud based programmes you use across your client base | done | |
| Integrations and interactions with calendar booking programmes such as Calendly, 365, Acuity and Timely | done | |
| Links to Revenue Service key pages based on your country | done | |
| 6 Valuable tools to help your clients succeed | More detailsexpand_more | |
| MFA’s own Receipt Manager | done | |
| MFA’s own automatic GPS Mileage tracker | done | |
| MFA’s own document scanner to pdf | done | |
| MFA’s own Income Manager to collect and store earnt income data | done | |
| Integrations with Receipt Bank | done | |
| Integrations into HubDoc, AutoEntry, Sharefile and many other document scan&send solutions | done | |
| 8 Ways to engage and connect for long-lasting relationships | More detailsexpand_more | |
| Reminders which trigger push-notifications; can be set by either the firm and/or the end-user | done | |
| Onboarding videos for your chosen cloud software programmes which are client facing | done | |
| Optional standard forms for client information | done | |
| Links to display your online onboarding and client data collection forms, within your App | done | |
| Unlimited content sections and pages to share your firms information, services, articles | done | |
| RSS integration with your blog so it automatically updates in your App – live and real-time | done | |
| Your meet the team page, with bios, images, direct contact details | done | |
| Exclusive email-push integration, so emails you send in bulk, or 1:1 can automatically be sent as push-notification to that user(s) too | done | |
| 18 extremely useful and valuable tax and finance calculators and 22 tax tables | More detailsexpand_more | |
| 22 Tax tables created, curated and updated for you (depending on your country) | done | |
| 18 Calculators created, curated and updated for you (depending on your country) | done | |
| Optional content sections for you to add your own tax information for your end users | done | |
| Optional links to display online calculators you wish to make available, within your App | done | |
| Budget expectations and summary (UK only) | done | |
| Optional currency convertor | done | |
| Optional share and fund prices | done | |
| Optional precious metal prices | done | |
| Greater personalisation to set your firm apart | More detailsexpand_more | |
| Deep & unique design customisation of your ‘splash page’, home page, colours, branding, icons styles & nesting | done | |
| Design consultation via your dedicated CAM for optimum layout of your App and the inclusions which are best for you | done | |
| Unlimted changes to your design, layout, adding or removing icons and features | done | |