Keep track of your important business miles with the App using the in-built mileage tracker. What’s more you can export these ‘trips’ to us anytime.
Photo Receipt Manager – thanks to this great feature you won’t need to pile up those receipts. You can simply photograph a receipt, categorise it and save. You can review and export these anytime for your own use or email them to us for your accounts.
Income Tracker – If you are managing a small number of income sources and would like to use this App it can track your expenses (Mileage tracker and Receipt manager) and also your income. Meaning if you want to, you can use this App to manage and monitor your income and expenditure all in one place.
You can also get instant access to the latest business and personal accountancy facts, dates and calculators. Using the latest technology, the ‘News’ section will be updated directly by us, so you get the very latest news, views and offers from Beaufort Financial Planning - in real time, all through your App.
It’s designed to be a super-helpful place to get handy information whenever you need it. Our team is always on hand to provide professional, personal advice and guidance.
As a proactive, forward thinking firm we wanted to reach out to you in a modern, time effective way. With App use booming, we feel that the App represents the perfect tool for us to interact with existing and future customers.
Enjoy the Beaufort Financial Planning App with our compliments!