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About OGC 365

OGC 365 is the all-in-one client portal for OGC Tax Pros — track financials, sign documents, and message your accountant, anytime, anywhere.
From bookkeeping to tax filing, OGC 365 puts your entire accounting relationship in your pocket. No more phone tag, no more email chains — everything you need is in one secure app.

KEY FEATURES
• Financial Dashboard — View your company's income, expenses, and bottom line in real time. Monitor cash flow and stay on top of your finances at a glance.
• Document Management — Access, review, and sign important tax and accounting documents directly from your phone. No printing, scanning, or emailing back and forth.
• Secure Messaging — Chat with your accountant in real time. Send and receive messages, documents, and updates without leaving the app.
• Bookkeeping — Track transactions, reconcile accounts, and stay on top of your bookkeeping with automated categorization and matching tools.
• Task Management — Keep track of deadlines, tax filings, and accounting tasks. Get notified when something needs your attention.
• Multi-Company Support — Manage multiple businesses from a single account. Perfect for entrepreneurs with multiple entities.
• Bank Reconciliation — Import and reconcile bank transactions with built-in matching and classification tools.
• WhatsApp Integration — Receive notifications and communicate with your accountant via WhatsApp, all logged and organized within the app.
WHO IS OGC 365 FOR?
OGC 365 is designed for clients of OGC Tax Pros — a Florida-based accounting firm serving individuals and businesses with tax preparation, bookkeeping, and financial advisory services. If you're already a client, download the app and log in to access your account anytime, anywhere.
SECURITY & PRIVACY
Your data is encrypted, secure, and always confidential. OGC 365 complies with industry standards for data protection. Your information is never shared with third parties.
Privacy Policy: https://ogc365.com/privacy-policy
Support: https://ogc365.com/support

What’s new

Version 2.133921.0 · Updated October 22, 2026

- Push notifications now supported on Android: clients receive alerts for new messages, documents, requests, and invoices. - Updated app icon.

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