Software Guide & Reviews For CPA Firms and Accountants

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

 

Sales Tax Software

  • Avalara

 

Screen Capture

  • Jing*
  • Record.it
  • Snagit*
  • Evernote & Skitch

 

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.