The MyTask app for CA firms: one for your team, one for your clients

Most of a CA firm's work happens away from a desk: at a client's office, on the way to an audit, at home on the last evening before a due date. The MyTask app puts the firm's work on the phone, not a cut-down companion but the same office: each person's task list, the stage every job has reached, the hours they post and the dashboards a partner reads.

There are two apps. The MyTask app is for your team. The Client App is for your clients, who see where their work has reached, what it is waiting on from them and what they owe, without calling the office. Both are free to download from Google Play and the App Store and work with your firm's MyTask account.

What the MyTask app does for a CA firm

The same records as the web, so nothing is entered twice.

1. 01

   Each person's own task list

   Staff open the tasks assigned to them, see what is due and what is overdue, move a task to its next stage and add notes, from the phone.

2. 02

   Hours posted where the work is done

   Billable and non-billable time goes against the task from the app, so the job's cost is current before anyone returns to the office.

3. 03

   A partner's dashboards in the pocket

   What is completed, pending and overdue, by service and by staff member, the same figures as on the web.

4. 04

   Attendance from the right place

   With the location-based attendance add-on, staff mark attendance from the office or a saved client location and apply for leave in the app.

5. 05

   The Client App: status without a phone call

   Clients see the stage their work has reached and what it is waiting on from them, send documents, see invoices and book appointments. They do not see who is assigned, what the job cost or any internal note.

Modules used for this work

• Work, Staff & Office ManagementThe tasks, stages and dashboards the app shows.
• Time-Sheet & Cost ManagementHours posted from the phone against each task.
• Location-Based Attendance & Leave (optional add-on)Attendance marked from saved locations, leave applied in the app.
• Client Login Portal (optional add-on)The Client App your clients use.

Questions about the MyTask app

Is the MyTask app free?

The apps are free to download from Google Play and the App Store. They work with a MyTask account, which is priced per user per month; a new firm can try it free for 7 days.

Is there a task management app for chartered accountants?

Yes. The MyTask app gives each person in a CA or CS firm their own task list, stages, hours and notifications, and gives partners the office dashboards on the phone.

Can our clients use an app too?

Yes, the Client App, part of the Client Login Portal (included in Ultimate Combo up to its limits, an add-on on other packages). Clients see their work status, send documents and see invoices.

Next

• Task management software for accountantsHow tasks are raised, scheduled, assigned and billed.
• Try MyTask free for 7 daysSix users, every module, no card.
• Every module and feature in MyTaskThe full specification, module by module.
• 350+ reports the software producesThe complete catalogue, grouped by module.
• Pricing, per user per monthWhat a practice of your size would actually pay.

Request a demoSee pricing