CS Professional Suite & Onvio

On-the-Go Access to Your Firm Data
on Your Apple® or Android Devices

Mobile CS Mobile CS icon

Manage Your Work On-the-Go

Manage information specific to you and your workload, including the status of projects and tasks, weekly Time Recap, and more. Easily access a list of all the projects that have been assigned to you and stay on top of the tasks you are responsible for while increasing your firm’s productivity and profitability.

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In the Staff View, you see information specific to you, including:

  • Time Recap—See a recap of all the billable, non-billable, and administrative time you have entered for the week.
  • Phone Messages—Review all of the messages that were left for you in the office while you were out.
  • Projects and Tasks—View all of the projects and tasks that are assigned to you.
  • Time and Expense Entry—Enter your billable time and expenses, take advantage of timers while with a client, and track mileage using the built-in GPS on your mobile device.

Up-to-date client and project data on your Apple or Android device with Mobile CS

Plus, enter time and expenses on the go. Information automatically flows directly into Practice CS where you can view it and other important Practice CS data to help you make smart business decisions on the spot.

  • Mileage Tracking—Track mileage in real time using iPhone GPS, or after-the-fact by mapping a route between two addresses, and use that mileage to calculate an expense entry.
  • Receipt Tracking—Automatically link iPhone photos of receipts to expense entries that flow to Practice CS and let firm members or administrators view receipts directly from time and expense entry.
  • Call Timer—Time outgoing iPhone calls and use the dialed number to create a time entry.

Mobile CS helps you and your staff keep track of assigned projects and task responsibilities. It's a great way to stay on top of your workload and view weekly Time Recap including, billable, non-billable, and administrative time.

For more information, check out our Mobile CS product profile (PDF) or contact us.

Manage tax and accounting work on your Apple or Android device with Mobile CS

Get Started — Download the Mobile CS App

Available at the App Store Available in the Android Market

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