Taking care of the clients is one of the most important
tasks of any accounting firm as in the end, clients are the one who will be
generating business for them. If the clients of an accounting firm are
satisfied, then nothing can stop them from becoming successful. There are some
common practices which every accountant should follow in order to make their
mark in the market and one such practice is being technologically advanced.
When we talk about accounting firms, then being
technologically advanced means the use of highly advance software and apps, for
making the process of accounting easy and effective. This era of technology is
being ruled by software and that’s why taking advantage of an optimal solution
which eases your burden while enhancing its productivity and performance is
never a wrong deal.
Therefore, in this blog post, we will be looking at the top
tech software and apps which every accountant should use.
Asana- This
modern app is known for its user-friendly functionality and multifunctional
tools. With the help of this app, you can make projects and groups, see the
status of projects on your calendar, look for tasks according to task name,
people and project. Asana syncs your mobile and PC with more than 1000 third-party
apps, isn’t that great?
SherpaDesk – Also
known as a Swiss Army Knife for accountants, this multifunctional app can prove
to be your all in one Professional Service Automation Software and if you are
thinking that this is just a project management software then you need to
remove the blindfold from your eyes. This super app can help you with
invoicing, billing, asset management, data reporting, time tracking and help
desk. In addition to this, you can also create clients profiles and projects.
ABLE- It is a
perfect CRM software which has been specially designed by keeping accountants
in mind. The developer knew this well that most of the accountants have very
limited time and that’s why through this software, they have tried to ease the
tasks so that time devoted on each operation is reduced. With this app, you can
identify important clients, learn about their needs and manage the relationship
in a better way. You can also conduct client survey, get new business
opportunities and change your sales style according to the client.
Salesforce Essential-
When one talks about the most popular sales tool for big companies then the first
software which comes to mind is Salesforce. And the new update which brings CRM
offering especially for small businesses makes this app more productive. This
app can help you to track emails, automatic calls, and meetings from your
inbox, so in layman’s language, it helps you to wipe out the time wasted on
data entry.
QuickBooks Hosting –
It is the cloud-hosted version of the desktop app QuickBooks. Managing finances
without an accounting solution like QuickBooks cloud hosting can prove to be a disaster for your
accounting firm. Hosted
QuickBooks offers numerous accounting benefits which come bundled with
the power of cloud. Used by over a million users all over the world, one can’t
deny the simplicity and productivity of this accounting solution.
The era of being stuck with papers and pen in accounting is
long gone. Now accountants should use apps, internet, cloud computing and other
various technologies for making their financial management fit according to the
market and technology.
If you are looking to migrate to the cloud computing solution with your QB then you can go for Cloudwalks which is a leading and most popular QuickBookshosting provider. The economical hosting packages with bank-level security make Cloudwalks a perfect choice for all your accounting operations.
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