Plan In App

App PlanIn is the communication channel between accounting firms and their clients.

If you are part of an accounting firm in Latin America that uses Plan In SAAS, you should download the app and ask your clients to do so as well, so that both firms can optimize efficiency in their communication and service management.
Through the app, accounting firms and their clients can share information online through the following features:
Data: This is a client data sheet.
Upcoming Due Dates: This displays the client's tax due dates.
Corporate: This displays the client's bylaws, contracts, and corporate minutes.
Balance Sheets: This displays the client's balance sheets and accounting and financial statements.
Returns: This displays the client's latest tax returns.
Blog: Here you will not only find valuable information for accounting firms regarding the industry in which they operate, but you will also find notes on new features, features, and tools for better management and use of both the Plan In software and its mobile app.
Notifications: Clients will be able to receive push notifications in their app from accounting firms, which will allow them to send due dates, tax filings for payment, notices regarding regulatory changes, and any other aspect related to their professional services.
E-Window*: Clients will be able to view notifications received at their electronic tax address from the National Tax Directorate (ARCA).
*Only available in Argentina for firms that specifically contract it.
Sharing: This feature allows two-way information sharing between clients and accounting firms, by attaching files with a due date for viewing.
Downloads: This is a cart that accumulates the documents selected for sharing from the different sections or features of the tool.