Run the whole business from one app.
From member rosters, reservations and orders to attendance, invoices, task management and accounting links. Turn on only what you need. For staff and members alike, on desktop or phone, in Japanese or English.
Operated by CLT NY INC., New York. π We'll also build an app just for your business β free β
Tax season at your firm, with nothing slipping through.
Every individual return (1040, state, extension) runs its own loop: collect documents β prepare β review β fix β file. Track them in spreadsheets and email and it soon becomes unclear who is doing what, and what is still missing.
Sound familiar?
How Tasks keeps it moving
Create a task per client with assignee, due date, documents needed and reference files. Assign the same work to several people at once.
Assignees see a red count of open tasks in their menu. Drafts and receipts are uploaded straight to the task.
When done, send it for review. The reviewer's menu shows the count too.
Approve to close it, or send it back with a note. Every step stays in the task's history.
βΊ Sent back? Fix it and send it for review again
Board by status, table by person
See everything in columns β to do, in progress, sent back, in review, done β with overdue items in red. Jump from per-person counts to that person's list.
Collect questionnaires and documents in the app
With the tax questionnaire app, clients answer questions and upload W-2s and 1099s from their phones. Your firm tracks progress and downloads the answers (CSV) and files.
Team chat, right in the app
βThe W-2 arrivedβ, βWhat about this expense?β β message teammates in the app and attach the document. A pop-up appears on any screen and you can reply on the spot.
Search everything at once
Type βtax returnβ and see the related tasks, questionnaires and how-tos in one place.
Still sending tax questionnaires as paper or Word files?
Send the form, wait for it to come back, read the handwriting, retype it into your tax software β every year. With the tax questionnaire app the whole thing happens on the web.
Before
- Mail or email a paper / Word questionnaire and wait
- Illegible answers and back-and-forth over missing items
- No idea who has replied or how far they got
- W-2s and 1099s arrive by email, post and photos, all over the place
- Retyping every answer into the tax software
With the app
- Clients answer on phone or computer (Japanese or English)
- Progress on required items, with missing answers highlighted
- Copy last year's answers and change only what's new
- Upload documents on the spot, then e-sign and submit
- Your firm reviews every answer item by item, with CSV and files in one download
Everyone's progress at a glance
See each client's completion by section, signature and submission date β and spot who hasn't started.
Every answer, in one list
Per client, see each item's answer, uploaded files, USD conversion and last update in a table β or show only what's missing.
Faster data entry
Download an input sheet for ProConnect, a Schedule D CSV, or a ZIP of all data and files.
Pair it with Tasks
When a questionnaire comes in, assign βPrepare 1040β as a task and review it in the same app.
Still handling membership with paper forms?
Email the form, wait for the handwritten copy, re-type it into the membership system β this app replaces that round trip. The office just checks and presses Approve.
Today
- Email forms out and wait for them to come back
- Re-type handwritten forms into the membership system
- Pick member numbers and write each welcome email
- Remember end dates and switch members off by hand
With this app
- Send a link β applicants fill it in on their phone, instantly
- Approve to add them to the roster with a number β no re-typing
- The welcome email goes out on approval, in their language
- Withdrawals end automatically on the date; the app's member card works at once
Built for your kind of work
ποΈMember clubs & associations
- Roster, member cards (QR), join applications
- Event RSVPs, tickets and sponsors
- News and push notifications
- Corporate minimums and membership bonds
- Non-member income monitor (501(c)(7))
π½οΈRestaurants
- Reservations (venues, slots, reminders)
- Table ordering and a kitchen board
- Daily close, sales reports, tip pooling
- Inventory and stock counts
βοΈSalons & schools
- Salon booking (staff and menus)
- Punch cards
- News and push notifications
- Attendance and shifts
π§ΎAccounting firms & offices
- Tasks (assign β review β done / send back)
- Tax questionnaires (individual returns)
- Invoice approvals and payments, approval requests
- Attendance, leave and finance reports
From the table to the kitchen and back, in real time
When guests order from the menu on their phones, the order lands on the kitchen board instantly. Each time the kitchen moves it along β start cooking, ready, served β the guest's screen updates within seconds.
Step by step
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1GuestOpen the menu
Right from the table, guests open βOrderβ in the member app or the web menu.
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2GuestPick dishes
Tap + to add. The total, with tax and service, appears below. Allergy notes too.
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3GuestAdd the table and send
Tap βSend orderβ. For takeout, pick a pickup time. No order-taking or re-keying by staff.
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4AutomaticIt reaches the kitchen
It chimes into the βNewβ column, and the guest's screen says it was received.
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5KitchenTap βStart cookingβ
The card moves to βPreparingβ, and within seconds the guest's screen shows it's being prepared.
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6KitchenMark it βReadyβ
The guest sees it's coming right up, and the floor team sees what's ready to serve.
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7KitchenMark it βServedβ
The guest sees βEnjoyβ, and the card leaves the board so the kitchen can focus on what's next.
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8OfficeInto the daily close
Totals are split by members, non-members, app payments and unpaid, and can go to QuickBooks at close.
Orders from guests' phones
In the member app or on the web, with table number, pickup time and allergy notes. Staff can enter walk-in orders too.
A live kitchen board
New orders chime in. Cards change color at 10 and 20 minutes so waiting orders stand out.
One tap updates the guest
The guest's screen changes on its own: cooking, on its way, enjoy your meal.
Straight into the daily close
Served orders become sales, and the daily close can send them to QuickBooks.
Core features
Add-on apps
Switch on only what you use. Add or remove apps any time with a single checkbox.
On a phone or in the app β the same, wherever you are
Members and customers use the CLT Members iPhone app. Staff and managers clock in with the same app and open work apps such as invoices, approval requests and inventory. No app? Sign in from any phone browser for the same screens and the same data as on a computer.
Member card, events, bookings, orders and news. Staff also get clock-in and work apps, plus push notifications.
Android users and anyone without the app just sign in. Every screen fits the phone automatically.
Use a big screen for bulk work like roster imports and settings. It's all the same data.
See how each feature looks on a phone under βOn phones & in the appβ on its page.
We'll build an app for the way your business works β free
Is part of your work still running on paper, Excel, Word or an old Access database? Show us how you do it today. We'll build an app around those exact steps and add it to your company's Apps β at no extra cost.
- 1Show us how you work
Send the Excel files, paper forms or Access database you use today. We'll ask who does what, and when.
- 2See it working
Try it on real, working screens and tell us what to change.
- 3Added to your company
It appears under Apps in the menu. Choose who can use it on the Features screen β and it can reach staff, members and the iPhone app too.
- 4Keep improving it
Once you're using it, just tell us what you'd like to change.
Apps we've built this way
For companies using the service. Depending on the size of the app, we'll agree on a timeline with you.
Built for teams
Works with
Getting started
Send us your business name and contact details.
We review it and send your address and sign-in details.
On the Features screen, choose the apps and who can use them.
Import your roster and invite staff; role-based guides are ready.
Talk to us
Tell us which features you need or what isn't working today β including managing tax season at your firm.
QuickBooks and ProConnect are trademarks of Intuit Inc., Stripe of Stripe, Inc. and Square of Block, Inc. This service is not provided or endorsed by these companies.