Track clients, tax years and filing status from your phone. Send confirmations in a tap, and keep everything locked behind your fingerprint.
Features
Simple tools that replace spreadsheets, scattered chats and paper folders.
Add, edit and search every client from one fast, tidy list designed for your phone.
Keep each filing organised by tax year so returns never get mixed up.
See pending, in-progress and filed returns at a glance with colour-coded badges.
Attach client documents securely instead of hunting through chats and folders.
Email clients a confirmation as soon as their return is filed, tax year included.
Open the app with your fingerprint or face, with an automatic timeout for safety.
How it works
No complicated setup. Install, sign in and start adding clients.
Download the APK to your Android phone and open it. Allow installs from your browser if asked.
Use your account, then enable fingerprint or face unlock for quick access.
Enter clients, pick their tax year and update their filing status as you go.
When a return is filed, send the confirmation email in one tap.
Security
Tax records are sensitive. The app is built so only you can open them.
FAQ
Can't find what you need? Reach out and we'll help.
Right now the app is distributed as an Android APK. An iOS version may follow.
The APK is installed directly rather than from the Play Store, so Android asks you to allow installs from your browser. This is normal for apps shared outside the store.
No. After signing in once you can unlock with your fingerprint or face. The app re-locks after a minute away for safety.
Yes. When you mark a return as filed, you can send the client a confirmation email that includes the tax year.
Download Tax Client Manager and bring all your clients into one place.
Download for Android