Software Guide & Reviews For Accountants, Bookkeepers, CPA Firm

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
  • 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

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

Sales Tax Software

  • Avalara

Screen Capture

  • Jing*
  • 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

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.

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“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation

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