Your accounts, in one secure place.

Installing the app

Search for Accounting Agents in the App Store on an iPhone or on Google Play on an Android phone, or use the links on this page once the app is live. The app is free, with no adverts and nothing to buy.

The app is for our clients. If you are not a client yet, you can get a quote on our website first.

Signing in

The app is your client portal, so you use the same account. Sign in with your email and password, and enter the one-time code we email to you.

Accounts are by invitation only. When you become a client, we email you a personal link to set up your portal account. If you have not had one, or you cannot sign in, contact us and we will sort it out.

Notifications

When you first open the app, it explains notifications and asks whether you want them. You can choose Not now and turn them on later.

Notifications never show the content of a message or your name, so nothing private appears on your lock screen. They say something like “New message from Accounting Agents”. Open the app to read it.

To turn notifications off, go to your phone’s settings, find Accounting Agents and switch off notifications.

Face ID and fingerprint

In the app, open Your details and, under This phone, turn on the lock. The app then asks for your face or fingerprint each time you open it and after five minutes away. When you have been signed out, you can sign back in with your face or fingerprint for up to 30 days after you last signed in with your password. Use my password is always there.

Your phone checks your face or fingerprint itself, and it never leaves your phone. We never receive it. While you are signed in, your phone’s passcode can also unlock the app if your face or fingerprint is not recognised. Once you have been signed out, you sign back in with your face or fingerprint, or your password. Your passcode is not accepted for that, so someone who knows it cannot use it to sign in.

For your safety, Face ID or fingerprint sign-in stops working if you add a new face or fingerprint to your phone, or if your portal password or email changes. Sign in with your password and turn the lock on again under Your details.

Receipts

Open Receipts and take a photo, or use the document scanner for paper receipts and invoices. You can add a note to tell us what it was for. The app asks to use your camera the first time, and only uses it when you take a photo.

If you have no signal, the receipt waits safely on your phone and sends when you are back online. Once it has been sent, it is kept with your other records, and our team checks it.

If you change or lose your phone

Before you hand on a phone, open Your details and choose Sign out of this device. This removes your sign-in, the Face ID or fingerprint lock, notifications and any receipts waiting to be sent from that phone.

If your phone is lost or stolen, change your portal password from another device, which signs you out on every phone, or call us and we will switch off your login straight away.