Client App vs Client Planner

MyTask - Client App is for clients of CA / CS / Tax Professional Practicing Firms (firm). Using this app, clients of the firm can know the live status of their work, send documents directly to the job, download documents uploaded by the firm, request/schedule appointments with the firms, know Digital Signatures expiring, view legal circulars/updates sent by firms, view outstanding dues, download invoices and receipts, chat, or send and receive messages to the firm. This app comprehensively provides information about matters pertaining to clients of the firm in a transparent manner, thereby increasing service value to the clients of the firm.

Client Planner keeps appointments, clients, services, and reminders organized in one calm workspace. PLAN YOUR WORKDAY • Create and manage appointments in seconds • Switch between day and week views • Reschedule appointments without losing important details • Track confirmed, pending, completed, and cancelled appointments • See your personal and team calendars together when you need the full picture KNOW EVERY CLIENT • Keep contact details, notes, tags, and custom information together • Find clients quickly with search and practical filters • See scheduled and completed visits at a glance KEEP SERVICES READY • Store service duration, price, and color • Reuse your service catalog when creating appointments • Keep team services available to the people who need them WORK AS A TEAM • Create a shared team workspace with a Teams subscription • Invite members and manage their access • Give each person a separate calendar without mixing records • Share team clients, services, templates, and schedules • Keep read access when a team becomes read-only, while changes remain protected SYNC WITH CONFIDENCE Create an account to keep the latest valid version of your personal and team data synchronized with Client Planner's secure backend. You can also use the app without registration; local-only users can protect their data with iCloud backup and restore. SELL WITH AN OPTIONAL CATALOG • Add products and organize a public catalog • Share a storefront by link or QR code without requiring customers to install the app • Receive order requests and notifications, then manage them in Sales • Keep Sales hidden when you only need appointments REMINDERS THAT REDUCE MENTAL LOAD • Receive a summary of tomorrow's schedule • Get separate reminders for appointments that still need confirmation • Control notification preferences for the calendars you use Client Planner is free to start. Optional Pro and Teams subscriptions unlock additional capabilities and higher limits. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/