My Business App
My Business App makes filesharing with clients easier. Clients that have access to smartphone or computer can easily send their documents to their accountant using My Business App.
Monthly Plan
35 CAD
25 CAD
Personal & Business clients
Includes 30 Gb storage
* 10CAD per additional 30 Gb
Yearly Plan
275 CAD
245 CAD
Personal & Business clients
Includes 30 Gb storage
* 10CAD per additional 30 Gb
My Business App
My Business App makes filesharing with clients easier. Clients that have access to smartphone or computer can easily send their documents to their accountant using My Business App.
Monthly Plan
35 CAD
25 CAD
Includes 30 Gb storage
Yearly Plan
35 CAD
25 CAD
Includes 30 Gb storage
My Business App
My Business App makes filesharing with clients easier. Clients that have access to smartphone or computer can easily send their documents to their accountant using My Business App.
Sign Assist
Get documents signed by clients
FM printerPrint any files to the filemanager inbox |
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Multiple files previewSpot the file, at a glance |
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PDF toolsRemove pages, split and combine file operations |
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ArchiveManage clients' files into archives |
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IntegrationAccess clients' files in 'My Business app' cloud |
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MultiusersShare files with office staffs |
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Attach files and email clients |
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Create/alter folder structuresCreate/remove multiple folders in one click |
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SearchFind files easily using filters |
Wipfocus
Get client's employees worked hours details recorded.
Plan tasks aheadSchedule normal and recurring tasks |
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Task centreView planned tasks and get done before due dates |
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Task statusTrack progress percentage, assigned staff etc |
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Missing infoPending tasks and missing info status |
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Checklist & proceduresCreate and customise for each task or client |
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Inner office CommunicationChat session and log for each task |
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Track time spentTask timer for tracking time |
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RecordsTask notes, call notes, call status records, history |
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Client managerKeep track of missing, prospect and active clients |
Sign Assist
Get documents signed by clients
Email shareDocuments sent to clients' email inbox |
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Multiple placesRequest sign in multiple places and pages |
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Multi signersOne document with multiple people to sign |
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Additional fieldsAdd date and text fields |
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Monitor StatusMonitor the status of the file sent for signing |
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Sign reportCollect and store time and the internet IP when client signs it |
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MultiusersSeparate accounts for office and clients |
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SearchFind files easily using filters |