Private App Invitation
Tap once to install the approved BlueRidge Advisory TestFlight beta and review the secure portal experience.
On iPhone, tap Accept in TestFlight, install the app, then open BlueRidge Advisory and sign in.
BlueRidgeAdvisoryPLLC
Accounting, Audit, and Tax Preparation
BlueRidgeAdvisory Client App
Tap the install button to open Apple TestFlight and install the approved iPhone beta. Review the portal the way a real client would: sign in, complete intake, upload a document, review payments, and send feedback.
Private App Install
Secure client intake, document upload, state selection, filing authorization support, and client communication for BlueRidgeAdvisoryPLLC clients.
Clients enter through account-based sign in before uploading documents.
Clients can choose state, tax year, return type, and service request.
Designed for secure form review and signing workflows as we continue polishing.
Private Beta Access
This branded BlueRidge Advisory link is ready for Snapchat, text, or email. It shows the app icon first, then routes iPhone testers directly to the approved TestFlight beta.
Review Checklist
Sign in with Google or Apple, choose a state and return type, upload a test document, review the signing path, and confirm the portal feels professional, clear, and useful on mobile.
Review Checklist
Sign in with Google or Apple, choose a state and return type, upload a test document, review the signing path, and confirm the portal feels professional, clear, and useful on mobile.
Beta Review
Please judge the app the way a real client would. TestFlight can collect app feedback, but this checklist gives reviewers a clear path: install, sign in, complete intake, upload, review signing, and send practical notes.
Does the app look professional, reliable, and consistent with BlueRidge? Note anything that feels crowded, plain, off-center, or less polished on mobile.
Can you quickly understand how to sign in, upload documents, choose a state, select a return type, and find forms that need signature?
Does the wording make you feel safe using the portal? Tell us where the app should explain security, privacy, or next steps more clearly.
Send screenshots, phone type, what worked well, what confused you, and the one change that would make the app easier for real clients.
Follow this quick walkthrough, then send feedback.