Formality Tax - The Bureau Cats
YOUR ENTIRE PRACTICE IN YOUR POCKET

Close Deals From a
Soccer Game. Seriously.

Full CRM, document scanning, e-signatures, payments, messaging, and analytics — all from your phone. Works offline too.

4.9/5
App Rating
iOS + Android
Platforms
95%
Feature Parity
15K+
Active Users
Book a Demo

9 Power Features. All in Your Hand.

Every feature your desktop has — optimized for speed on mobile.

Client Management

Full client profiles, docs, and history — right from your pocket.

  • Search & filter clients
  • Quick actions & tasks
  • Instant communication
  • Complete history access

Document Scanning

Point. Shoot. It's already processed.

  • AI-powered doc recognition
  • Auto-crop & enhance
  • Instant OCR processing
  • Auto-organize by client

Instant Messaging

Text clients securely. No more phone tag.

  • Encrypted messaging
  • File sharing
  • Push notifications
  • Voice messages

Document Access

View, sign, and share returns from anywhere.

  • PDF viewer & annotation
  • E-signature requests
  • Offline downloads
  • Secure sharing

Payment Processing

Get paid on the spot. No more chasing invoices.

  • Accept credit cards
  • Invoice reminders
  • Payment tracking
  • Instant receipts

Practice Analytics

See how your practice is performing — in real time.

  • Revenue dashboards
  • Client metrics
  • Team productivity
  • Custom reports

Calendar & Tasks

Never miss a deadline. Never double-book.

  • Calendar sync
  • Deadline reminders
  • Task assignments
  • Meeting scheduling

Mileage Tracking

GPS auto-tracks your drives. IRS-compliant logs.

  • Auto-detect trips
  • IRS-compliant logs
  • Export reports
  • Deduction calculations

Smart Notifications

Know everything as it happens. Refunds, payments, messages.

  • Client messages
  • Deadline alerts
  • Payment notifications
  • Refund status updates
WORKS WITHOUT INTERNET

No Signal? No Problem.

Client lookup, document viewing, and note-taking all work offline. Data syncs the instant you reconnect.

Online — Full feature access
Offline — View clients, docs, and notes
Auto-sync when connection restores

Available on Every Device

Progressive Web App — works on any modern browser. No app store required.

iPhone & iPad

iOS 14.0+

Android

Android 8.0+

Tablets

Optimized layouts

“I closed a $12K engagement during my kid's soccer game because I could pull up the client's history instantly. The mobile app pays for itself.”
Sarah Chen · Senior Tax Advisor, Chen & Associates

Take Your Practice Everywhere.

15,000+ tax pros already run their empires from their phone. You're next.

Book a Demo (855) 722-8700