Icon Mobile CS

Mobile CS

  • Business

Mobile CS

  • Business
10 ratings
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User Reviews for Mobile CS

Great features -very useful

I really like the project tracking feature and being able to see relevant client info on the go is handy. New features are great too.

Chuck_bad, Jun 14, 2011
Managing Partner

Product is ok so far, but lacks security features of the full version making it almost impossible to share with staff who may not understand firm data metrics. Would like for the time to be posted on the date it is entered into the ipad rather than changing the dates when you transfer at the server level. If you don't transfer and update on the same day as the time is entered, the dates change? What's up with that? Then you have to go in and edit every single entry. For example, I like to enter my time at night while watching TV. Even though I generally transmit that night, when I go to the integrated entries to finalize the transfer the following day, the dates are tomorrow's date. Will continue to monitor progress. Still a fan of anything that is going to make my life easier/ more instantaneous on the road or via a mobile device!

CPA futurist, Feb 29, 2012
Help on the go.

Taking my Practice on the road is helpful for connecting with clients on the go and knowing the volume of activity for each. It would be great if it could have some more flexibility in the reporting choices, but the standard reports are pretty good.

daives5for5, Aug 23, 2011
Too complicated

I wanted to create a simple appointment app to create my own tax preparer company. I can’t figure out how to remove the set staff and can’t seem how to get my own clients into your system. I don’t believe this is a user friendly app. Yuck

jteelnm, Feb 01, 2018
Great app that pays for itself!

In one week I found enough extra billable time by using this to pay for it for a couple of years. I have used other apps but then you still have to get them into Practice by re-entering them. One thing to improve would be the timer function. It's great to just tap and start timing but it would be nice to go ahead and enter the billing info during the timing instead of after you are through. Other than that I love it.

Liberacenot, Jan 19, 2015
Too slow

The app used to work well, but over the last 4 weeks, it’s slow and each step takes time to load. It’s too inefficient to use unless you have something else to do between each step.

Long term user- biker, Nov 05, 2019
Great start to a great app

Started using this app thinking it was just a novelty. Boy was I wrong! Fantastic tool to keep up with clients. Love the "Clients Near Me" feature. Would really like to see the calendar which is a very big missing piece.

Mr Monty, Jun 05, 2011
Owner of small CPA firm

I find this app gives me critical information regarding accounts receivable and production information at a glance. I also like the way I can start a work timer and keep up with mileage that synchronizes with our Thomson Reuters time and billing system - Practice CS. The client contact information with maps is another benefit I use a good bit.

R5049t, Jul 28, 2019
Love it

I love this app! Any chance you will add the ability to add notes to clients and possibly the ability to modify projects (add, complete etc). That would ,Make this app nearly perfect! This has been great for me because I am out of the office a lot and its nice to have this information at my finger tips!

Steinyxxxxxxx, Mar 22, 2012
MobileCS - a start but needs more

Great start to a great program, but need an iPad version. So much potential but currently the opportunity is being wasted... Would like to also see the timer functions work absent of continous Internet service and sync up when back in a wifi or Internet service.

Swlacpa, Sep 27, 2011


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.

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