The same account
Free and Pro use this same app. Clients, engagements, filings, fee invoices and the client timeline stay on this device first. Check that the latest entries are visible before relying on a record on another device.
YOUR PRACTICE BOOK, WITH YOU
A place on your
Home Screen.
Keep your clients, filings, fee invoices and practice money a tap away. Install the TaxTracksy web app on your iPhone or Android phone, then use the same account for Free or Pro.
Open accounting appInstall through your browser. No App Store or Play Store download is needed.
Home Screen illustration
Checking this window…
Already installed? Open TaxTracksy from your Home Screen. This browser window cannot confirm whether you installed it elsewhere.
A FEW SIMPLE STEPS
Choose your phone.
Have your phone connected to the internet before you start.
Open TaxTracksy in Safari
On your iPhone, open Safari and visit the practice app address below. If you arrived from WhatsApp or another app, open the link in Safari first.
Find the Share menu
Use Safari’s Share button (the square with an upward arrow). In the compact toolbar, first open More, then Share.
Add it to your Home Screen
Choose Add to Home Screen. If Open as Web App is shown, switch it on, then tap Add. You can keep the name TaxTracksy.
Open the icon and sign in
Return to your Home Screen and tap TaxTracksy. Sign in with your existing MyTracksy account, or create an account if this is your first visit. Complete setup while connected to the internet.
Browser labels can vary by version. See the official instructions from Apple: add a website to your Home Screen (opens in a new tab).
BEFORE YOUR FIRST PRACTICE DAY
Know where your records live.
Install and sign in on your chosen device before entering practice information.
Practice money needs sign-in
Practice money uses the signed-in ledger. Marking a fee paid may write income when you are signed in. Clearing website data can remove unsynced device records.
Offline has limits
After an online setup, saved screens and local records may open offline. New sign-ins, the signed-in ledger and subscription changes need an internet connection.
Before changing devices or removing stored app data, sign in on the new device and confirm your latest entries are present. Read the storage and privacy guidance.
NEED A HAND?
Installation help.
I don’t see the install option
Open the address directly in Safari on iPhone or Chrome on Android. Leave private browsing and any WhatsApp or social app browser, let the page finish loading, then check the browser menu again. On iPhone, use Edit Actions in the Share menu if Add to Home Screen is missing.
The icon opens a browser tab
On iPhone, check that Open as Web App is enabled when adding the icon, if your version shows that option. On Android, choose Install when offered. A shortcut may open a browser tab. You can still use the website there; do not clear website data to troubleshoot.
I’m asked to sign in again
The installed app may use a separate browser session. Connect to the internet and sign in with the same account; your signed-in practice money follows your account.
I can’t find my records or my Pro plan
Check the email address of the signed-in account and reconnect. Pro access follows the account with that entitlement. Device-first entries stay on the device where you typed them.
How do I get an update?
Open the app while connected to the internet. Save your work before closing and reopening it. Updates are delivered through the website; you do not need an app-store download. Avoid clearing app data as an update step.
YOUR FIRST-OPEN CHECK
Ready for a first look.
Confirm these on your phone after installation.
This is your checklist, not an automatic device test. Ticks reset when you reload this page.
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