uFin

One experience to proactively manage your expenses and collaborate with your accountant. This includes sharing receipts, receiving your financial documentation, and sending them back, reviewed and signed. Finally, all this financial information and history is saved and follows you.

Receipt Management:
Proactively save your tax receipts in uFin and when you are ready to complete your tax return, send them to your preferred accountant for review

Chat:
With collaboration at the core, you are able to chat directly with your accountant to ask tax question or simply ask for general advice

e-Signature:
With e-signature integration, review your financial documentation, e-sign, and send it back to your accountant, all from the comfort of your mobile device

Historical Data:
Keep al your financial receipts, yearly tax returns and other financial information in one location, where you can always reference