Dear Our Valued Client,
As a firm we are constantly looking for ways we can improve the service we offer our customers. Therefore, we are pleased to announce the launch of our brand new David O’Brien & Associates App. It’s completely free of charge and it’s available for iPhones, iPads and Android devices. You can download your free App at the Apple Store or Google Play by searching ‘David O’Brien And Associates’.
What will this powerful App do for you?
The App has been developed by David O’Brien & Associates to give you access to key accounting data, in real time, whenever you need it.
We know that there are significant benefits to getting everyone interacting with the App daily and on-boarding clients; especially with new clients as we can get them to download the App on arrival, fill out their details using the client forms and begin using the tool for all finance needs. This process also streamlines our data collection and improves efficiency in line with the forward-thinking direction we are moving as a firm. They can also amend their details in the App and this update is then picked up straight away by us, saving any unnecessary meetings.
It’s also seen as a key for us to communicate with clients, reaching out to them wherever they are and making sure we remain connected. We are positioning ourselves as a modern, technological firm in what is an increasingly digitized world, and we need everyone to use this App to ensure we get the best return, maximize new opportunities and help prepare for digital reporting.
Ultimately the App will become a centralized hub for clients to interact, view tax data and calculators, access software logins and to communicate. One App, One Place, and in Our Brand.
The DOB App will enable you to calculate the tax on your company cars or check the amount of tax you might be paying. It will give you the power to check Stamp Duty costs or see your employee’s Gross Pay.
You can also browse the library of tax tables, giving you the very latest tax rates 24/7 whenever you need them. From Income Tax to Company Tax and Stamp Duty Tax — it’s there for you.
Key data includes:
• Keep up to date on your Cloud Accounting
• Stream the very latest real-time finance news
• Up-to-date Budget news and reaction
• Latest market data and share prices
Key Features of our App are as follows:
- Photo Receipt Management, Email and Store
Never lose a receipt again! Using the latest App you can track your receipts and expenses literally at the touch of a button. With minimal effort you can take a picture of any receipt and save it to your App. Any additional information can be added later and receipts stored by amount, category, and date.
It can help you track all your expenses with ease and enable us to interact electronically with you.
- GPS Logbook and Management tool
When it comes to mileage tracking, half the battle is keeping an accurate tab on your journeys. Using the built-in GPS in your device, it will automatically help you to log your travels, helping you to record every single trip at the touch of a button. It will also manage trips as well, storing them and allowing you to view, edit or email them with complete ease.
- Keeping in touch via ‘push notifications’
As a firm we are committed to finding ways to communicate and interact with clients in the most efficient possible way. The new App enables us to send push notifications to all App users. We will be using this feature to share with you important news, deadline reminders and financial updates.
- A powerful suite of tax calculators to help with a range of financial decisions
The DOB App contains 17 really useful calculators covering a wide range of applications, each one designed to give you information you might need when you are ‘on the move’.
This App was designed to provide every service you could ask from us. We’ve put your favorite business systems, invaluable tools and features such as calculators, tax tables, logbooks, receipt and income management, instant access to the latest financial news and information and valuable company info, directly from us. With all this on one App, our App will likely be your go-to tool in the future.
Finally, if there is anything more David O’Brien & Associates could be doing for you or if there’s anything you think we should improve, please get in touch. We are happy to receive feedback about our services, both negative and positive.
P.S. Do feel free to share the App with any of your colleague’s or connections who you think might find the App useful.
David O’Brien FIPA CTA FIFA
Registered Tax Agent