mobile and desktop app for clients to simplify with sax llpwit h sax llp corporat e ident if y...
TRANSCRIPT
The brand new Sax LLP app
-- > -· 0 • - Cl - - -
Q
- -- 0 - > - -
Cl - -- > -- • - - - -· IZI
• IZI
- -
Direction that moves you forward s
A mobile and desktop app for clients to simplify document exchange with Sax LLP
-·
The mobile app - upload anything, from anywhere
Import
from anywhere
Snap a picture
on the go
No scanner? No problem l
Take multiple pictures at once
Sha re to Sax LLP
from any other app
Direction that moves you forward s
Three simple steps
..
,ioo.1 ... e f'.(IM: °" It e c,,;,,.,.,,o,,.n • ., e e -- -- - - - - - - - - ==-- - e..- -- -- -- -
Auoo1" Type °"·"'�"" Ill
Take picture(s} or import file(s) Add basic info Send!
Direction that moves you forward s
Simple client filing options
...
Type Basic info
Income
Deductions
Miscellaneous
E-File authorization
ii Draft
Direction that moves you forward
• _J
r 0 L '
s
Smooth, password less onboarding
AutomatedinvitationemailswithSaxLLPcorporateidentify Passwordlessauthentication
••lilil+.*- ..
Mattias Geusens
W�totheSaxUP�!
SA� Direction met moves you forward
6 ,. '"' etlt.40\l'ltO
SAX Get started
Welcome to the Sax LLP app!
-12 Hello,
4
2 3
5 6
Direction that moves you forward
7 8 9
A
0 @
The desktop app – drag and drop & split
Draganddropfilesfromanywhere
AddbasicinfoSimpletousePDFsplitter
- 0 --0
•
-
x
- -
• --e - - -- > -
- -- > ...
•
..
0
111
- 111
-·
> -
SAX ..
x
IXlf<llllONR<Ql>T ffl =--- ::-..::..-:-.. i ::'" i
-... -- I -== I
� I I
DONATION RECEIPT
==--
0/ERVlEW
-· Direction that moves you forward