Is your Firm one of the many exposed?
Across the US, clients are messaging via WhatsApp and SMS and it’s causing significant risk, compliance issues and efficiency challenges. If you could resolve all this quickly, easily and make more money for just $65/month – would you?
Trusted by successful firms across the US including:
The Challenge Is Real
The Solution...
Refreshingly Simple.
Your firm has most likely experienced a massive shift in behaviour over the last 4 years; it’s been a wholesale digital acceleration as a society, including remote-working. One key drawback however, is that while we’re all now communicating digitally (mobile, sms, WhatsApp and even social media messaging etc) – it’s a mess!
Staff personal numbers and accounts are being used across your client base, and not just partner's. This creates many silos of data, dissatisfaction across team members, security risks via those platforms and numbers/accounts being used, challenges when/if staff leave and significant regulatory and compliance risks where auditable trails of client communication cannot be managed.
- Adults using messaging Apps
- 98%
- Prefer messaging to phone calls
- 90%
- Average speed of response
- 3 min
- Open rate of messaging Apps
- 98%
Good News!
Introducing AppChat
Enjoy all the benefits of SMS/WhatsApp style communication with none of the risks. Improve practice efficiency, make more money, delight more clients, avoid regulatory non-compliance and have a more comfortable, productive team.
- 98% of adults are using message apps such as SMS and WhatsApp
- Adults spend 76% of their online time each day on mobile devices
- 95% of sms style communication is responded to within 3 minutes
- 98% of messages are opened
- 90% of clients prefer this way of communicating over phone calls
Remove risk from your firm, increase security and ensure compliance - all through this one simple and proven solution. No more staff or partner cell numbers, WhatsApp or social media messenger accounts being shared. Enjoy all the benefits of this style of communication, established client behaviours and wider technology - while saving time and making more money!
More good news!
A dedicated solution for professional CPA and Bookkeeping firms. Refreshingly simple, fast to deploy, and incredibly good value!
Fully auditable trials, centralized administration, no personal numbers or accounts exposed
Ok, even more good news!
Your own fully branded App, putting your firm at the heart of the digital relationship with your clients and prospects is fully loaded:
All you need in OneApp...
Communication
Remove risk, increase security, delight clients and ensure compliance. All while enjoying faster response times and increased productivity!
Enjoy great client communication, working with their existing behaviors and saving you more money.
Data Collection
Real-time-data from clients via Receipt Manager, Document Scanner and Income Logger.
Gain powerful tools designed to help your clients and your team save time - especially during tax season!
Everything In One Place
All cloud services accessible in your OneApp plus your firm’s content, blog, services and contact details.
Simplify life with connections to all your cloud bookkeeping, portals and other services in one simple place.
Remove risk, increase security, delight clients and ensure compliance. All while enjoying faster response times and increased productivity!
Enjoy great client communication, working with their existing behaviors and saving you more money.
Real-time-data from clients via Receipt Manager, Document Scanner and Income Logger.
Gain powerful tools designed to help your clients and your team save time - especially during tax season!
All cloud services accessible in your OneApp plus your firm’s content, blog, services and contact details.
Simplify life with connections to all your cloud bookkeeping, portals and other services in one simple place.
Get Started Today
Your OneApp, including AppChat will be branded, live and with you ready to use within just 10 working days, for just 10 minutes of your time!
Get Started TodayTrusted by thousands of firms since 2012, all around the world and across the USA
MyFirmsApp has helped thousands of firms around the world, and especially across the US, to work more efficiently with their clients, communicate better and benefit from digital innovation, since 2012. We are the pioneers and world leaders in this technology for professional firms.
We have our own App through MyFirmsApp and they’ve really upgraded it recently and it’s been so useful. The idea for introducing an App for our clients was to try and get everything in one place for them and now with the changes made, we’ve got 3-400 hundred signed up and we’re going to push it even harder to get all clients on it and this will become our main source of communication with clients.
Majors AccountantsI am very pleased with the process so far. Everyone has been very responsive and easy to work with.
The NGFNI believe the last 12 months have shown how important technology and communication are, and how intertwined the two are these days. Also, how critical it has been that communication is timely, and in the format and mode that our clients are using day to day. Most clients get their news, information, finances and banking from their phone, it makes sense that their accountants are on board with this too.
542 Partners
I was conscious that as a firm we weren’t always operating in the most efficient way and it was obvious that the world is going digital. There won’t be a return to old ways that were more labour intensive so I looked at options and we believe it will help build clients loyalty; we believe that use of our App adds value to the service we offer. When we pitch to prospects, we always demonstrate the tools that we have available. It’s one of those products that is a great selling point for us. But, I would say to maximise its potential, you do need to engage with it as a practice. Put something in and you’ll get something out. It’s a win-win situation for everyone.
CP WaitesNo matter how you slice and dice our client base; they all have a cell phone. We are going to stick with our phone App and keep pushing on with the call to download it. Our aim is to get upwards of 80% to put it on their phones and although, we know that it will take time, we believe that people will see its value and create the stickiness we are looking for.”
Valley Accounting
From start to finish, MyFirmsApp’s primary value is that they make the App easy to understand and easy to use. We are working with a company that understands our needs. Now, we have 100% adoption with on-boarders and the App has become part of the service we offer. It gives them all the tools they need to be successful and demonstrates that we are a tech forward organisation. We tell potential clients and industry colleagues that if they want to get to know more about us, then download our App. It shows without doubt that we are at the cutting edge of technology and gives them a preview of value we will bring to the relationship. The cloud platform was sexy a decade ago but the phone is the future. An App is a great place to start without investing thousands of dollars – the cost value proposition is undeniable as clients see your brand on their phone every day. Just ask yourself, ‘how many times a year does a client usually think about their accountant’ and you then see how valuable it is. It provides a way to connect with the market and present yourself as tech savvy without having to build a cloud platform. It will take you up so many notches for the monthly spend and you can tell clients and prospects that ‘I want you to use my tools as I have invested in them to help your business succeed’.
Complete Controller
Simple pricing, for everyone.
One price, for OneApp, for all firms - incredibly simple, attractive and outstanding value.
Your own Firm's custom App
Fully branded and customized using the most pioneering and proven technology for professional firms globally. Thousands of firms around the world have benefited from this technology and so can you...
$65 Fixed Fee, Fully Loaded
- Unlimited usage
- Proprietary AppChat messaging service
- Segmentation, Reminders and Broadcasting
- Real-time-data from clients
- All your content, blog and contact facilities
- All third party connections you need
- The support you need from us
- Easy, lasting and multifaceted ROI
Frequently Asked Questions
Do team members have to use their mobile devices or can they use their laptop/desktop still?
Team-members can use the AppChat functionality via either and/or both, their mobile device (smartphone/tablet) or their laptop/desktop. We encourage every team member to download your App on their mobile device so they have that flexibility and benefit, and while sat at their computer, they can have a window open and use AppChat and see client data all from the ease of their normal working environment.
Does this replace email communication altogether?
No, email is here to stay – just its usage continues to evolve. Email was originally designed as a better way of sending letters. Since then, it’s exploded, is ubiquitous and is used for many forms of communication that are at best inefficient and at worst, a disaster – such as transactional messages (back and forth instead of long-form information) and secure data that wants to be easily referenced in the future. MyFirmsApp, with its AppChat functionality, resolves all of that and allows each to play to their strengths; email for long-form communication where preferred, and AppChat for the daily/weekly transactional messages such as questions, quick answers, reminders, clarifications, updates etc. This is now clients preferred and existing behavior, with 98% of Adults using these online/App messaging platforms daily already.
How does this resolve the security challenges of Text/SMS and WhatsApp?
SMS and WhatsApp carry inherent security risks at a technology level and operational one. Technically, you now have sensitive client information, data and messages on personal devices, using personal cell-numbers. WhatsApp does have some encryption beyond SMS, but neither are suitable for professional Firm usage. Operationally, then this siloed communication means that audits cannot be run and so falls foul of regulatory and professional body compliance requirements. MyFirmsApp, including AppChat, resolves all this by making it 1) fully secure, 2) fully compliant regards auditable trails, 3) not at all using personal cell numbers or social media accounts. This means you have the security your firm needs, the compliance it demands and with it all being software based (our App platform) then all the control you need too. The solution works entirely within our own platform so removes fully the need for/usage of SMS/WhatsApp and personal cell numbers at staff and partner level.
Is there account management so we can control which team members get to see which clients?
Yes! Depending on your preferences for running your Firm, you can assign ‘Admin’ users (See all clients, all data, communicate with all clients), or ‘Account Manager’ (see only assigned clients and their data and communication), or ‘Training’ (see only the useful resources in your OneHub and no client data or communications). You are also able to ‘enable or disable’ AppChat access across all tiers of users with a simple toggle (the AppChat history and auditable trails remain secure and accessible). This gives you huge flexibility and comfort. Some firms prefer to have all client-facing staff as ‘Admin’ users so they can see and do all, as that is how they run their Firm generally across other systems. For those with discreet locations or team structures, then the ‘Account Manager’ level gives them the control and focus they need.
In addition to the security benefits this brings our firm, what are the main practice efficiencies gained?
Chiefly time-saved, however it goes beyond that too. The established behavior across all adults, is that 95% of this style of communications are responded to within 3 minutes. That’s remarkable compared to email and as you think about it, your own Firm’s experience. Imagine the time saved, and so money made due to that aspect alone. Add into that, that by your clients having your own Firm’s App – then you now have a highly efficient distribution channel across your client-base; all your content, all your online services (cloud bookkeeping, portals etc), all the data collection tools (receipts, documents etc) are all in one place! If you want to add a new one, or replace/remove another – just send us a message. It’s quickly done and suddenly all your clients have access to precisely what you want and need them too. Additionally, you’ve got powerful, free-to-use and unlimited-usage data collection tools (such as Receipt Manager) within your App that clients can use and you and your team can access their data real-time within your OneHub. No more chasing; no more do clients need to export, you simply access it, clarify anything via AppChat and use this data in whichever processing software you have.
Can I trust MyFirmsApp and how experienced are you?
It would be an odd question to answer ‘no’ to, wouldn’t it? 😊 The good news is, that yes you surely can. MyFirmsApp have been pioneering the usage of Apps, App communication and all their associated tools with professional firms since 2012. We’ve helped thousands of firms around the world and across the USA to benefit from this technology and make better decisions for their circumstances, their ambitions, their teams and their clients. We work closely with and are highly regarded by professional bodies around the world, the ‘household-name’ software and technology companies throughout the industry and have presented to tens of thousands of firms over the years. The directors of MyFirmsApp have been working in and for the Accounting profession for over 25 years. All of our technology is secure, compliant, GDPR, and infinitely scalable.
Am I over-thinking this? 😊
Perhaps…? We’ve gone out of our way to make this simple for you: The worlds leading App platform for professional firms, all the experience that sits behind it, the ease of technology in place, the enormous benefits of compliance, speed, efficiency, security and delighted clients – all for a tiny monthly fee of $65. The ROI is simple, immediate and you most likely spend more on gas in your car each month than this entire platform and all the value it will bring your firm 😊
Are there really no per client, per team-user, or per message usage charges?
That’s right! It’s a fixed monthly fee – including all the setup and brand customizations etc. It is then unlimited usage by your Firm, your team, and your clients. Your clients pay nothing for their usage and there are no per-message or banding charges for either your Firm or your clients.
What happens when a staff member leaves?
This is a further risk when using SMS/WhatsApp in a Firm (which is widespread throughout the USA profession and others such as the UK, Europe and Australia) – whereby when a staff member leaves, all the data/messages sent via SMS/WhatsApp remain on their device! With MyFirmsApp – when a staff member leaves, that’s fine: Simply access your OneHub and remove their login credentials. All the data and messaging remains in the platform is available to the Firm and for audit/compliance purposes, but none is locally on the team-members device. You can sleep easy 😊
What happens if my Firm grows and I need to add more team-users and clients?
Great news and congratulations on growing your Firm! The MyFirmsApp platform will grow with you – just add new team-users via your OneHub and tell your new clients to download your App as part of your onboarding process. No more charges, all in your fixed monthly fee and all the benefits will grow and scale with you.
Doesn’t this just become yet another communication channel and so create complexity in my Firm?
Not really – although it all depends on how your Firm currently operates. The vast majority of firms (small or large) throughout the US, use email with clients as primary communication and that carries with it some benefits but also the baked-in inefficiencies and risks described before. They also have widespread usage of SMS/WhatsApp in their firms – perhaps even more than they realize/acknowledge and largely due to the established behavior of clients and team members; especially since the pandemic. As such, keep using email for the right reasons, start using MyFirmsApp instead of SMS/WhatsApp and establish this as your operational norm throughout your Firm. Then you’ve simplified, secured and improved your Firm’s processes and communications and your team have two places for client comms: email and MyFirmsApp (AppChat). Better and simpler for everyone.
What support is available from the MyFirmsApp team?
You have email and live-chat access as required. Our team is highly experienced and has pioneered this App technology for professional firms across the world. You can also schedule an online teams-meeting if needed. Rest assured, the technology is easy to use, simple to roll-out across clients and team members, and that we’re here to help every step of the way.