At DSW Private Client Tax we have developed an App to make our clients and contact’s lives easier when it comes to their tax obligations.

You can download our free App and use it for the latest calculators, tax rates, currencies and key financial information, and share this with colleagues and friends.

Quick access to all your systems

You can login to any of your cloud accounting systems via our in-built portals, with quick login and access enabled. This means you can remain in our App, rather than having to go directly to various other software Apps.

Exporting data

Users can track their mileage, receipts and income and can categorise this data exporting it to us in bulk at the end of the week or month to be upload into our systems, saving any last-minute run-arounds, and we can communicate with you for any necessary data with push notifications.

Tax reminders – push notifications

Sending the latest news, company updates and key tax date reminders to our clients wherever they are, informing them of what they need to complete their returns and how to get support.

Clients keeping in touch

Phone, Skype, email and social media; our details will be in users pockets, meaning you can communicate with us all from one section of the App.

What does the App do?

Interaction with all your accounting systems and software, access to tax calculators and content, Budget data and everything you need to manage finances on a day-to-day basis – all available at your fingertips.

Calculators & tax content

The App contains a vast collection of powerful tax calculators, providing you with the exact information you need right at your fingertips.  Including Payslip checkers as well as highly complex calculators such as ‘Dividend Vs Salary’ or ‘Company Car’, our calculators have been carefully created and designed to help users with a range of calculations.

Simply access the ‘Calculators’ icon from the home screen of our App and select the calculator you wish to use.

You can also browse the extensive library of tax tables, giving you the very latest tax rates 24/7 whenever you need them; from National Insurance and Inheritance Tax to Income Tax, Tax Credits and Mileage and Fuel Allowance – all updated as soon as any changes are announced by HMRC.

Also, check all the vital HMRC filing dates and deadlines, including self-assessment, year-end, PAYE, various forms and both paper and electronic filing deadlines.

Some of the tools your app will contain:

Receipt Manager

Never lose a receipt again – simply photograph, add notes and store them in relevant categories. Clients can simply click to photograph the receipt and then input any relevant data such as receipt name or payment method.

Income Tracker

Track daily, weekly and monthly income using the inbuilt Income tool. Log income whether it is personal or business related, take a photo, and save it on the App.

GPS Mileage Tracker

Manage mileage on the go, track and log trips all in-App! You can also log a manual journey, and track when you leave the App with our GPS background tracker.

Clients can then export all the above data to email.

Finance

Convert Currency on-the-go, whether you’re travelling abroad or need to keep up with the economic movements and currency fluctuations.

Real time finance news & data

The App will stream the very latest real-time finance news and host the latest market data and share prices, as well as the real-time price of metals.

The App is Free of charge and easy to access: Search for MyAdvisor in the Apple or Play store or scan the QR code below.

Once downloaded, the Unique Access Code is: DSWPCT  (or use the QR code again)

 

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