Client Connext vs CustomBooks™ Mobile Dashboard

Client Connext is the ultimate mobile platform for clients to seamlessly communicate with their accounting team. Respond to questions about uncategorized transactions, send bank or credit card statements, and upload receipts—all within seconds, from anywhere, anytime. Key Features: • Voice Messaging: Respond to queries effortlessly with voice messages. • Easy Categorization: Select appropriate accounts, names, classes, and more for accurate responses. • Customizable Themes: Personalize your app experience with customizable themes. • File Uploads: Quickly upload files, receipts, and statements directly from your mobile. • Multi-Business Management: Easily switch between multiple businesses for streamlined communication. Stay organized and efficient with Client Connext, your go-to app for seamless client-accountant interactions. Download now and experience the convenience of managing your financial communications on the go!

NOTE: this app is only available for current CustomBooks™ users. To sign up for an account please visit https://custombooks.com/ The CustomBooks™ Mobile Dashboard will allow you to quickly view the financial health of your business on-the-go. It’s the ultimate tool for CPAs, bookkeepers, and small to mid-sized business owners that are a part of the CustomBooks™ ecosystem. Key Features: *Intuitive Dashboard: Access bank accounts, sales, net income, and expenses at a glance. *File Management: Quickly upload, download, and review reports and files securely. *Secure Vault: Protect sensitive data with advanced encryption. *Real-Time Insights: Stay informed with up-to-date financial data and transactions. *5-Star Support: Reliable, human support whenever you need it, just a tap away Whether you're a CPA delivering updates to clients or a business owner tracking financial growth, CustomBooks™ Mobile Dashboard equips you with the tools to save time, make informed decisions, and scale smarter. Download now to transform the way you manage your business finances!