CatchIt – Accountant Edition

v1.2
Par: Breezemaxweb (CA) Ltd.
Sep 4, 2018

CatchIt – Accountant Edition is a mobile prospect management tool built for any accountant who is incentivized to bring in new clients

CatchIt – Accountant Edition pour iPhone est un entreprise application spécialement conçu pour être complet financer application.

Télécharger l'application

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En rapport: FNB-Anywhere: FNB-Anywhere is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view

CatchIt – Accountant Edition is a mobile prospect management tool built for any accountant who is incentivized to bring in new clients. It's your one-source app that keeps everything in one place. This is not a CRM with distractions or multiple requirements and there are no bells and whistles that cause time wasting. This was built for you, but is scalable for your entire firm and its leadership. 'Catch' and manage prospects, add contacts easily and their preferences. Log and send referrals to colleagues or outside referral sources. All of this is done directly from your phone so it's perfect while on the go. Want to use a bigger screen? Login to the portal from your desktop or iPad to perform the same functions, run reports, and view the clean and useful dashboard. No technical expertise required, and we've done that on purpose. We do the upfront work in getting you all set-up so you can focus on growing your practice.

En rapport: Chat Manage My Account: Chat Mobility Manage My Account for iOS allows Chat Mobility customers to manage your account from your mobile device.

Télécharger CatchIt – Accountant Edition gratuit pour iPhone et iPad

Pour télécharger les fichiers IPA, suivez ces étapes.

Étape 1 : Téléchargez l'application Apple Configurator 2 sur votre Mac.

Notez que vous devrez avoir installé macOS 10.15.6.

Étape 2 : Connectez-vous à votre compte Apple.

Vous devez maintenant connecter votre iPhone à votre Mac via un câble USB et sélectionner le dossier de destination.

Étape 3 : Téléchargez le fichier CatchIt – Accountant Edition Fichier IPA.

Vous pouvez maintenant accéder au fichier IPA souhaité dans le dossier de destination.

Download from the App Store