Software Guide and Reviews For Accountants, CPA Firms & Accounting Professionals

Sometimes you are 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.

If you want a specific application added, email us at david (AT) jetpackworkflow(DOT)come

Customer Relationship Management (CRM) |  Overview Link 

  • Salesforce
  • Sugar CRM
  • Microsoft Dynamics
  • Solve 360
  • Zoho
  • Close.io
  • BaseCRM
  • Pipedrive (recommended*)
  • MethodCRM
  • Nimble

File Sharing & Document Management | Overview Link

  • Box
  • Office 365
  • Google Drive
  • Dropbox
  • ShareVault
  • 1040 Bridge
  • http://www.doc-it.com/products

Bank Feed Software | Overview Link

  • LedgerSync
  • Hubdoc

Online Meeting Scheduling | Overview Link

  • Bookeo
  • Doodle
  • Scheduleonce
  • Time Bridge
  • Calendly

Virtual Meetings | Overview Link

  • Skype
  • GoToMeeting
  • Join.me

Webinar Software | Overview Link

  • Google Plus
  • Any Meeting
  • GoToWebinar (recommended*)

Social Media Management | Overview Link

  • HootSuite
  • Buffer (recommended*)
  • Sprout Social
  • SocialBro

Email Archiving | Overview Link

  • Google Vault
  • Mailstore
  • Smarsh
  • Live Office

Accounting Procedures | Overview Link

Sales Tax Software | Overview Link

  • Avalara

Scree Capture | Overview Link

  • Jing (recommended*)
  • Record.it
  • Snagit (recommended*)
  • Evernote // Skitch

Email Newsletter/Marketing | Overview Link

  • Mailchimp
  • Vertical Response
  • Aweber
  • Campaign Monitor
  • Zoho
  • Constant Contact
  • Active Campaign

Business Accounting Software

  • Quickbooks
  • Sage
  • Xero
  • Wave
  • LessAccounting

Expenses Tracking Software | Overview Link

  • Tallie
  • Expensify
  • Shoe Boxed
  • Evernote

Payroll Software | Overview Link

  • Intuit Payroll
  • Zen Payroll (recommended*)
  • Thomas Reuters Payroll

Time and Billing

  • Bill4Time
  • Offices Tools Pro
  • Harvest
  • Freshbooks

Invoicing Software | Overview Link

  • Freshbooks
  • Bidsketch

Email Archiving | Overview Link

  • Google Apps (recommended*)
  • Zoho
  • Office 365

Phone Systems & Software | Overview Link

  • Ringcentral
  • Grasshopper (recommended*)
  • Virtual PBX
  • eVoice

Password Management Software | Overview Link

  • Last Pass (recommended*)
  • Kaspersky Password Manager

Time Tracking | Overview Link

  • Harvest
  • TSheets
  • Jetpack Workflow

Misc Productivity Tools | Overview Link

  • Evernote
  • Zapier
  • Followup.cc

Reporting Software | Overview Link

  • Finagraph
  • Industrious

Task & Project Management Software | Overview Link

  • 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 | Overview link

  • Hostgator
  • BlueHost (recommended*)
  • WPEngine (recommended*)

Workflow Software | Overview Link

  • XCM Solutions
  • Office Tools Pro
  • Jetpack Workflow