Software Guide and Reviews For Accountants, CPA Firms & Accounting Professionals
Sometimes you’re looking for technology tools for your business and don’t want to spend the whole day “googling” around. So we polled our users on what tools they love using in different tech categories below.
The options marked with an asterisk (*) are our recommendations for software in each category.
Customer Relationship Management (CRM)
- Salesforce
- Sugar CRM
- Microsoft Dynamics
- Solve 360
- Zoho
- Close.io
- BaseCRM
- Pipedrive*
- MethodCRM
- Nimble
File Sharing & Document Management
- Box
- Office 365
- Google Drive
- Dropbox
- ShareVault
- 1040 Bridge
Bank Feed Software
- LedgerSync
- Hubdoc
Online Meeting Scheduling
- Bookeo
- Doodle
- Scheduleonce
- Time Bridge
- Calendly
Virtual Meetings
- Skype
- GoToMeeting
- Join.me
Webinar Software
- Google Plus
- Any Meeting
- GoToWebinar*
Social Media Management
- HootSuite
- Buffer*
- Sprout Social
- SocialBro
Email Archiving
- Google Vault
- Mailstore
- Smarsh
- Live Office
Accounting Procedures
- Bill.com
- Zen Payroll
- Expensify
- Shoe Boxed
Sales Tax Software
- Avalara
Screen Capture
- Jing*
- Record.it
- Snagit*
- Evernote & Skitch
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Email Newsletter/Marketing
- Mailchimp
- Vertical Response
- Aweber
- Campaign Monitor
- Zoho
- Constant Contact
- Active Campaign
Business Accounting Software
- Quickbooks
- Sage
- Xero
- Wave
- LessAccounting
Expenses Tracking Software
- Tallie
- Expensify
- Shoe Boxed
- Evernote
Payroll Software
- Intuit Payroll
- Zen Payroll*
- Thomson Reuters Payroll
Time and Billing
- Bill4Time
- Offices Tools Pro
- Harvest
- Freshbooks
Invoicing Software
- Freshbooks
- Bidsketch
Email Archiving
- Google Apps*
- Zoho
- Office 365
Phone Systems & Software
- Ringcentral
- Grasshopper*
- Virtual PBX
- eVoice
Password Management Software
- Last Pass*
- Kaspersky Password Manager
Time Tracking
- Harvest
- TSheets
- Jetpack Workflow
Misc Productivity Tools
- Evernote
- Zapier
- Followup.cc
Reporting Software
- Finagraph
- Industrious
Task & Project Management Software
- Basecamp
- Jetpack Workflow
- Zoho Projects
Accounting Practice Management Software
- Xero Practice Manager
- Thomas Reuters Practice CS
- CCH Pfx Practice Management
- XCM Solution
- Jetpack Workflow
Website Hosting
- Hostgator
- BlueHost*
- WPEngine*
Workflow Software
- XCM Solutions
- Office Tools Pro
- Jetpack Workflow
*Recommended choice of software for the category.
