Mobile App

Your business in your pocket. The Industry Advisors mobile app gives every subscriber instant access to their advisors, their books, their tax projections, and their compliance calendar — from anywhere, on any device.

What's inside

• Live chat with your advisor — Tap to message your assigned advisor any time. Median response in under 3 minutes during business hours; under 30 minutes overnight.
• Books at a glance — Real-time profit & loss, balance sheet, and cash flow. Updated every time a transaction clears.
• Tax projections — Always-current estimate of your federal and state tax liability. Watch the number move in real time as your year progresses.
• Compliance calendar — Push notifications for every filing deadline: quarterly estimates, annual reports, BOI filings, registered agent renewals, state-specific deadlines.
• Document vault — Secure storage for your formation docs, EIN letter, operating agreement, tax returns, and any other business documents. Encrypted, accessible from any device.
• Receipts & expense capture — Snap a photo of any receipt. The app extracts the data, categorizes it, and posts it to your books automatically.
• Coaching library — All courses, action kits, and series content available on-device for offline access.

Who it's for

The app is included free with every Industry Advisors subscription — Blueprint, Accounting, Tax Management, or Monthly Series. There is no separate app subscription. Sign up for any service and the app is yours.

Available on

• iOS — iPhone and iPad (iOS 16+)
• Android — phone and tablet (Android 12+)
• Web — any modern browser, mobile or desktop

Free with any Industry Advisors subscription. Start the Blueprint for $1 to get instant access.