Wells Bookkeeping & Tax, LLC is always striving to make your bookkeeping experience as simple and as seamless as possible. That said, based on your feedback, we have made some updates and changes to the mobile application.
The Wells Bookkeeping & Tax, LLC App is designed to be a helpful place to get critical information whenever you need it. As always, the team at Wells Bookkeeping & Tax, LLC is on hand to provide professional, personal guidance.
Features & Updates:
Appointment Manager - Because your schedule is extremely busy, you don't have time to make calls, or long holds. The app is designed to allow you to self-manage your schedule. login anytime and make changes as needed. your team will get instant notice.
Live Ask & Answer - available on the mobile app only, the team is ready, at your disposal, to address any payroll, accounting, or tax inquiries. (some limitations apply)
Receipt and Expense Management - The team is always fussing about getting those receipts to us in a timely manner. with the APP, you won’t need to pile up those receipts on your desk or risk losing them in a pocket, dashboard or box! Simply use your phone to photograph a receipt, categorize it and send. You can review and export these at any time for your own use.
Refund Status - tired of searching the internet for that refund status link? well, the mobile app has all of your refund information at your fingertips. check your refund status with a click of a button - from your phone!
and much more!
As a proactive, forward-thinking firm, WB&T wants to reach out to you in a modern, time-efficient way. With App use booming, we feel this App represents the perfect tool for us to interact with existing clients and prospects.
Sign up on our website: https://www.wellsbandt.com
Enjoy the Wells Bookkeeping & Tax, LLC
~Kindly
The Team
Wells Bookkeeping & Tax, LLC
Ph: 734.288.8461 | E-mail: wellsbookkeepingntax@gmail.com
The Wells Bookkeeping & Tax, LLC App is designed to be a helpful place to get critical information whenever you need it. As always, the team at Wells Bookkeeping & Tax, LLC is on hand to provide professional, personal guidance.
Features & Updates:
Appointment Manager - Because your schedule is extremely busy, you don't have time to make calls, or long holds. The app is designed to allow you to self-manage your schedule. login anytime and make changes as needed. your team will get instant notice.
Live Ask & Answer - available on the mobile app only, the team is ready, at your disposal, to address any payroll, accounting, or tax inquiries. (some limitations apply)
Receipt and Expense Management - The team is always fussing about getting those receipts to us in a timely manner. with the APP, you won’t need to pile up those receipts on your desk or risk losing them in a pocket, dashboard or box! Simply use your phone to photograph a receipt, categorize it and send. You can review and export these at any time for your own use.
Refund Status - tired of searching the internet for that refund status link? well, the mobile app has all of your refund information at your fingertips. check your refund status with a click of a button - from your phone!
and much more!
As a proactive, forward-thinking firm, WB&T wants to reach out to you in a modern, time-efficient way. With App use booming, we feel this App represents the perfect tool for us to interact with existing clients and prospects.
Sign up on our website: https://www.wellsbandt.com
Enjoy the Wells Bookkeeping & Tax, LLC
~Kindly
The Team
Wells Bookkeeping & Tax, LLC
Ph: 734.288.8461 | E-mail: wellsbookkeepingntax@gmail.com
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