Know your client



Using the CPAnywhere mobile app, you can instantly access to your company’s client file and get the up-to-date information about that particular client that you are going to meet in a minute.  Information such as:

  1. Outstanding invoices.
  2. Payment information.
  3. Disbursement receivable amount.
  4. Time sheet entry of your staff’s involvement and comment.
  5. Listing of past, present and future events with that client.
  6. Accounts receivable and due date.
  7. All related companies job assignments.

By going through the most recent event of that client, you have the respect from your client because you care.