Welcome to the Forsythes Business and Financial Advisors App. This free app is designed to make life easier for our clients by providing them an easy access point for their accounting, wealth and taxation needs.
Some key features include:-
• Access to our secure client portal to receive copies of financials and tax returns.
• Ability to sign requested declarations and forms through on screen signing.
• Ability to send us information required via your phones camera.
• Timely alerts and communications relevant to you.
• Access to our checklists and surveys that guide you through what information you need at tax time and what additional advice you may require from us.
• Access to a range of planning tips and tools as well as our blog and newsletters.
• Timely alerts and communications relevant to you.
Everything is kept together in one app ready to access whenever you need it.
Need help getting setup? Just email us, [email protected]
We hope you enjoy using the Forsythes Advisors app.