Everyone

MyFirmsApp

Marshmallow

Here at Carter Backer Winter LLP, we’re always striving to make your accounting experience as simple and as seamless as possible. 

With this free cutting edge App you can now manage your finances and income on the go, all from the device you always carry with you and use every day – your mobile phone. The App is packed with expertly designed features such as the ability to store virtual receipts and log your mileage in real-time, all whilst having access to quality approved information regarding rates, taxes and maximising profits.

The App is not here to replace us, we’re always on hand, in person, to offer confidential advice which is tailored to your needs, but this App gives you our financial management service in the palm of your hand, at any time, day or night.

Packed full of powerful features, ready to be used as soon as you download:
• Income Manager – Log your income, ready to export and send directly to us
• Receipt Manager – Take photos of your receipts on the go, quick and easy
• Mileage Tracker – Make sure your mileage claims are always accurate with background GPS tracking
• Calculators – Work out how much tax will be taken from your salary each month, the amount of corporation tax you’re likely to pay this year and so much more
• Currency Converter – Going on holiday, or your next business trip? Manage your currency calculations in-App.
• Tax & Finance – Get access to tax tables, important financial dates and business news, updated regularly
• Budget Pack – Read the latest budget news, updated by us on the day of the Chancellor’s speech, in a consolidated, easy-to-read summary with all the facts that may affect you or your business.

Say goodbye to paper receipts, our App allows you to photograph your originals, quickly categorise them and export them in a spreadsheet format, ready to send to us whenever suits you. Never again will you have to worry about losing a receipt or taking up valuable office space with piles of paper.

No more lost income records! You can now use the App to quickly and simply capture invoices and payments. With the click of a few buttons you can log, categorise, add notes, add an image and then save. Captured income can then be exported and emailed to us ready to incorporate into your accounts.

Is capturing your business mileage a chore? The App can take this pain away too. Mileage Tracker will record your mileage at the press of a button. Simply ‘tap’ on the start button and the App starts tracking your journey, even when it is minimised. Once you have finished your journey hit stop, give it a name and you’re done. If you forget to track the journey at the time, don’t worry – you can manually add the journey later so all your journey details are in one place. You also have the ability to export mileage at any time with the click of a button. This will make capturing your business mileage a doddle.

We have also packed the App with 17 super useful calculators to help you make informed decisions. Whether it’s something as simple as calculating VAT and APR or more complex like whether you should incorporate or take dividend or salary; there are calculators available in the palm of your hand via our App. 

Whether you are going on holiday, planning a business trip or calculating the cost of an online purchase from overseas; you need to be able to convert currency, quickly and reliably. Thanks to our currency converter you have this at the press of a button.

We make sure that you also have access to essential tax and financial information. From key tax dates and tax tables to the latest financial news and budget information, you can access it all from within the App, with the reassurance that it is always up to date.


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