BlueRidge Mobile App

Install BlueRidge On Your Device

Install the secure Client Portal directly from Safari or Chrome today. The native iPhone and iPad app is in Apple review, and the Google Play listing will follow after publisher setup.

Browser installation is available now on iPhone, iPad, and Android.

iPhone and iPad App Store review underway

Install now with Safari

ShareAdd to Home ScreenAdd

Android Browser install available now

If Chrome does not show the install prompt, open its menu and choose Add to Home screen.

Open this page in Safari on Apple devices or Chrome on Android. Links opened inside email or text apps may need to be opened in the phone's browser first.

Open Client Portal Home

BlueRidgeAdvisory Client App

Install The BlueRidge Advisory App

Open Apple TestFlight to review version 1.0.3 build 10 when it is available. Test the portal the way a real client would: sign in, complete intake, upload a document, review payments, and send feedback.

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.

Internal TestFlightBuild 10 BusinessCategory Secure PortalPrimary Use iPhone + AndroidSupported Phones

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 reserved for approved internal reviewers. It shows the app icon first, then routes iPhone testers to the current private TestFlight build when available.

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.

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

Aesthetics

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

Utility

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

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.

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.

Your name Email for follow-up Phone used Overall experience What worked well? Improvement or concern 1 Improvement or concern 2 Improvement or concern 3