12 Accounting Tools for Accountants
Accounting tools can make or break your firm.
Here are 12 tools that it should be illegal to practice without.
1. Bookgel :
Most accountants underprice their services.
Bookgel calculates your fees & client savings using AI then creates your proposal in 5 min.
2. BizPayO :
Sure, you have a payments app now it's time to eliminate AR.
BizPayO lets you accept payments, avoid the fees then snag a Google Review when paid.
3. Taxdome :
An all-in-one platform for tax, bookkeeping, and accounting firms. Literally.
Even replaces your website if you want. Damn.
4. Karbon :
Communication and workflows on steroids basically.
Karbon helps your firm know who is doing what, when, why and how.
5. QuickBooks :
Accounting GL, bookkeeping, billing--QB pretty much has it all.
May replace *you* if you don't watch out for QuickBooks Live.
6. Zapier :
If you love doing everything manually you will HATE Zapier.
If you want to scale, automate, and get more sh*t done Zapier is the real deal for serious people.
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7. Gusto :
Payroll? Solved. HR? Solved. 'Nuff said.
8. Bill: Now that we solved AR, let's solve AP. Nice to meet ya Bill.
Bill cleans up your payables mess so you gain control over your entire accounts payable process.
9. Drake Tax :
1040, 1120, 1120-S, 1120-H, 1065, 1041, 990, 706.
Nope, not police radio codes. Just the forms that Drake Tax helps you file seamlessly. 10-4.
10. Jotform :
Most firm's contact forms suck at pre-qualifiying prospects.
Avoid the unqualified with Jotform.
*Fun Fact: We use Jotform at Bookgel.
11. Loom :
Loom On. Meetings Off.
Record quick videos to update your clients and avoid the energy thieves.
*Another Fun Fact: We also use Loom too at Bookgel.
12. Fathom :
You really can't know where you're going until you know where you've been.
Use Fathom to help your clients connect the dots (or bars).
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