What works on a phone today
Clients can open your firm’s sign-in address in the browser on their phone, sign in, and use the web app with your branding. That covers the everyday reasons an owner reaches for their phone: glancing at a report, checking an invoice they raised, or looking at the books between meetings. No download is needed, and nothing has to be approved by an app store.
For your staff, the same browser access means a partner can look at the firm console while away from the desk, see which clients have items waiting and check close status before a call. Detailed bookkeeping work is still more comfortable on a larger screen, but quick checks on the move are perfectly practical from a phone.