The tools I actually use.
A running list of the software I use to run my own firm, or would recommend to a firm like yours. Where a link gets you a perk for signing up, I have noted it right on the card.
A running list of the software I use to run my own firm, or would recommend to a firm like yours. Where a link gets you a perk for signing up, I have noted it right on the card.
The platform I run my entire firm on. Client portal, documents, e-signatures, billing, pipelines, and automations in one place. It is the core of almost everything I teach.
The scheduling tool I use for every booking. It is worth using even on the free tier, because you can connect Stripe and get paid the moment someone books a meeting, with no separate invoice to chase.
Where I would point any firm for business banking. Modern and clean, built for companies rather than retrofitted from a consumer bank. Straightforward to open and genuinely pleasant to use day to day.
Corporate cards and spend management I recommend specifically to accounting firms. Worth knowing: any accounting firm can join Ramp's partner program and use Ramp for its own firm at no cost, then bring it to clients.
Where I run my firm's internal knowledge, SOPs, and content planning. Endlessly flexible, and the free plan goes a long way for a small firm.
An AI notetaker that records, transcribes, and summarizes your calls. Useful for client meetings and for capturing decisions you would otherwise lose track of.
The password manager I trust for a firm handling sensitive client data. Shared vaults let your team access what they need without passwords living in spreadsheets or sticky notes.
AI tax prep that reads your source docs (W-2s, 1099s, K-1s, and 100+ more), builds the workpapers, and pushes the data straight into your tax software. The way I put it: with Juno I am no longer sitting there typing box numbers, I am reviewing, and that is a completely different job.