To all Our Valued Clients,
We were delighted recently to announce the release of our brand-new App; if you need a reminder of what it does you can view our app by searching ‘David O’Brien & Associates’ in the App Store or on Google Play.
We see this as an incredible landmark for us as a business, you, our client, and potential new clients. We will send out special edition follow up emails within the next few weeks however for now there are a few important things I would really appreciate you doing:
1. Download the App from the Apple Store or Google Play – please register and allow push messages
2. Have a play with the App and try it for yourself — if you have any comments please share them with us
3. If you like it, please take a few seconds to place a positive review on the App store – this will really help us with the App ranking on Apple and Android.
It’s important that you, our client, have push notifications enabled to receive the latest reminders and news from us, and it also is to send direct messages to you regarding your individual tax circumstances and tax planning. I’ve included some steps below to help you check this:
1. Tap the Settings app to open it
2. Tap Notifications
3. On this screen, you’ll see all the apps installed on your phone that support push. Settings for each app are managed separately, so find our app and tap it.
We highly recommend you download, familiarise and use the tools that we are going to be interacting with daily. This includes all the latest tax content, income and expense management tools, finance data, powerful calculators, cloud accounting logins and document exchange portals – all branded in our designs and logo.
The App is our new go-to-tool to save us time, and to answer clients’ tax questions on a day-to-day basis. With everything consolidated in one portal, we feel that it’s all our clients will need.
David O’Brien FIPA CTA FIFA
Registered Tax Agent