Dedicated CPA
Your account

One-time services

See the one-time work we are doing for you and where it stands.

  1. Step 1: Open More, then One-time services

    You can also tap Services on Home.

    Use the filters: All, Waiting on you, Working, Done.

    One-time services list with filters and two services: one Done, one In progress
    Your one-time services.
  2. Step 2: Read the status word

    Each service has one status word, for example In progress, Waiting on you, Done (with the date) or Paid.

  3. Step 3: Open a service

    You see what we are doing, the charges and the total.

    When it is your turn, a Your turn card shows what we need, with one button to do it.

    Tap Ask a question if something is unclear.

    One-time service page with a description, Charges, Total and an Ask a question button
    A one-time service.

Good to know

  • Anything waiting on you here also shows under Needs you on Home.

Screens show a sample account with made-up details.

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