This app is for clients of firms using Aspyr Professional Group to work and communicate with their accountants, tax professionals and bookkeepers.
Through this secure application, you can:
• Review and approve documents • Scan and upload documents • Chat securely with your accounting professional • Sign documents and engagement letters electronically • Complete questionnaires (forms) • Pay invoices and much more!
If the firm you are interacting with ever needs anything from you — whether it's a request for a signature, the completion of a task or payment of an invoice — you'll find it in the "waiting for action" section. The mobile experience has been designed with your usability and user experience in mind.
Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security