BlueRidgeAdvisoryPLLC Accounting, Audit, and Tax Preparation

BlueRidgeAdvisory Client App

Install The BlueRidge Advisory App

Tap the install button to open Apple TestFlight and install the iPhone app. Review the portal the way a real client would: sign in, complete intake, upload a document, and send feedback.

BlueRidge app icon

Private App Install

BlueRidge Client Portal

Secure client intake, document upload, state selection, filing authorization support, and client communication for BlueRidgeAdvisoryPLLC clients.

Install On iPhone Open the BlueRidgeAdvisory app in Apple TestFlight.
Private BetaTesting Access BusinessCategory Secure PortalPrimary Use iPhone + AndroidSupported Phones
Sign In Google And Apple Access

Clients enter through account-based sign in before uploading documents.

Upload Tax Document Intake

Clients can choose state, tax year, return type, and service request.

Forms 8879 Review Path

Designed for secure form review and signing workflows as we continue polishing.

Private Beta Access

Send This Link To Reviewers

This branded BlueRidge Advisory link is ready for Snapchat, text, or email. It shows the app icon first, then routes iPhone testers directly to Apple TestFlight.

Open TestFlight Beta

Review Checklist

What Testers Should Try

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

Review The Look And The Client Experience

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.

Design Trust Ease Speed
1
Aesthetics

Does the app look professional, reliable, and consistent with BlueRidge? Note anything that feels crowded, plain, off-center, or less polished on mobile.

2
Utility

Can you quickly understand how to sign in, upload documents, choose a state, select a return type, and find forms that need signature?

3
Trust And Security

Does the wording make you feel safe using the portal? Tell us where the app should explain security, privacy, or next steps more clearly.

4
Feedback To Send

Send screenshots, phone type, what worked well, what confused you, and the one change that would make the app easier for real clients.