Mobile CS
Free
2.2.1for iPhone, iPad and more
Age Rating
Mobile CS Screenshots
About Mobile CS
Manage your firm from anywhere.
Exclusively for tax and accounting professionals—Mobile CS gives you on-the-go access to important firm, staff, and client data 24/7, from anywhere. And now, you can enter time and expenses on the go! The 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. Stay connected and in control of your bottom line with key features, such as:
• Staff Availability—Check staff work load, phone messages, contact information, and notifications.
• Firm Financials—Monitor your firm’s finances and your investment in individual clients through WIP Recap, A/R Recap, Key Totals, and Five Year History.
• Staff Active Timers—See exactly what your staff is working on.
• Time Recap, assigned Projects and Tasks, and Notifications—Stay on top of your responsibilities and productivity.
• Clients Near Me—Discover and view clients near your location.
• 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.
Please Note: Continued use of GPS running in the background can dramatically decrease battery life.
Exclusively for tax and accounting professionals—Mobile CS gives you on-the-go access to important firm, staff, and client data 24/7, from anywhere. And now, you can enter time and expenses on the go! The 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. Stay connected and in control of your bottom line with key features, such as:
• Staff Availability—Check staff work load, phone messages, contact information, and notifications.
• Firm Financials—Monitor your firm’s finances and your investment in individual clients through WIP Recap, A/R Recap, Key Totals, and Five Year History.
• Staff Active Timers—See exactly what your staff is working on.
• Time Recap, assigned Projects and Tasks, and Notifications—Stay on top of your responsibilities and productivity.
• Clients Near Me—Discover and view clients near your location.
• 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.
Please Note: Continued use of GPS running in the background can dramatically decrease battery life.
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What's New in the Latest Version 2.2.1
Last updated on Mar 27, 2019
Old Versions
Bug fixes and performance enhancements.
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Version History
2.2.1
Mar 27, 2019
Bug fixes and performance enhancements.
2.2.0
Jul 16, 2017
Updated Privacy Policy.
Updated compatibility for 64-bit processing.
Updated compatibility for 64-bit processing.
2.1.0
Jul 21, 2014
New iOS7 look and design
2.0.3
Jan 11, 2012
- Minor graphic updates
- Anonymous usage tracking has been added to help us improve our app. We track environment information, technical app issues and feature usage. This helps us prevent future app issues and gives us a better understanding of how our app is being used. If you do not wish to participate in the usage tracking, a setting has been added outside of the application in the iOS Settings under Mobile CS.
- Anonymous usage tracking has been added to help us improve our app. We track environment information, technical app issues and feature usage. This helps us prevent future app issues and gives us a better understanding of how our app is being used. If you do not wish to participate in the usage tracking, a setting has been added outside of the application in the iOS Settings under Mobile CS.
2.0.2
Dec 15, 2011
- Minor issues were addressed.
- Rapid data entry was added to Time & Expenses. You no longer have to manually go back after selecting values for an entry.
- Rapid data entry was added to Time & Expenses. You no longer have to manually go back after selecting values for an entry.
2.0.1
Oct 25, 2011
- iOS 5 compatibility
- Retina display support
- Retina display support
2.0.0
May 23, 2011
• Enter time and expenses for Practice CS.
• Use timers to track your billable time and client phone calls.
• Track mileage in real time using the GPS on your mobile device, or calculate the route mileage based on starting and ending points.
• Save photos of receipts and create expense entries from the receipts, and then transmit them to Practice CS with the expense entries for review and storage.
• Use timers to track your billable time and client phone calls.
• Track mileage in real time using the GPS on your mobile device, or calculate the route mileage based on starting and ending points.
• Save photos of receipts and create expense entries from the receipts, and then transmit them to Practice CS with the expense entries for review and storage.
1.1.1
Nov 12, 2010
Minor map fixes.
1.1.0
Oct 30, 2010
*Five views have been added:
Five Year History – Reports the amounts produced, invoiced, and collected for the current year and previous four years.
Staff Active Timers – Displays a list view of all staff timers currently running and information about the work that is currently being performed.
Notifications – Displays a list view of all your notifications.
Clients Near Me – Locates clients who are near you and displays them on a map or in a list view. Visit the view settings to configure the view for your needs.
Client Notes – Shows the notes entered in each of the CS Professional Suite products.
*An Enable State Restore setting has been added to the iOS Settings.
*Contact information is now available on the login view.
Five Year History – Reports the amounts produced, invoiced, and collected for the current year and previous four years.
Staff Active Timers – Displays a list view of all staff timers currently running and information about the work that is currently being performed.
Notifications – Displays a list view of all your notifications.
Clients Near Me – Locates clients who are near you and displays them on a map or in a list view. Visit the view settings to configure the view for your needs.
Client Notes – Shows the notes entered in each of the CS Professional Suite products.
*An Enable State Restore setting has been added to the iOS Settings.
*Contact information is now available on the login view.
1.0.0
Jun 29, 2010
Mobile CS FAQ
Click here to learn how to download Mobile CS in restricted country or region.
Check the following list to see the minimum requirements of Mobile CS.
iPhone
Requires iOS 8.1 or later.
iPad
Requires iPadOS 8.1 or later.
iPod touch
Requires iOS 8.1 or later.
Mobile CS supports English, French
