APPS WE RECOMMEND

Not only do we help small businesses – we are a small business as well!

We learn so much from our clients about what apps are out there, and we get to see each of them in action. We are often asked questions like,

“How do you schedule your meetings?”
“How to you save all of your passwords?”
“How do you track your miles?”

Listed below are some of our go-to tools to get the job done!

Some of the links even provide a discount!

While most of the links below are affiliate links, these are all apps that either we personally use as a small business or we use with our small business clients. We may earn a commission if you click through to make a purchase. All affiliate links will be denoted with an asterisk (*).

Accounting Apps – Pay + Get Paid Apps

QuickBooks Online

Accounting software package that takes care of everything from invoicing clients, mobile or kiosk sales registers, and tracking your bills and expenses. Multiple software levels grow with your business and offer more or less features as needed.

QuickBooks Online Payroll also offers payroll services with multiple software levels, which can include time tracking for employees and contractors.

If you’d like to get set up using QuickBooks Online or Payroll, please review and submit our subscription order form for lifetime discount pricing! If you’re looking to support your business using QuickBooks Desktop, please Contact Us!

Melio

Melio gives businesses the flexibility to pay vendors, suppliers, and contractors exactly the way they want. Vendors get a check or a bank transfer—and don’t even need to sign up. With Melio, you get money directly to your bank account and your business customers can pay you how they want in a few clicks.

Click here to send your people money fast with Melio Payments*

Bill

Meet BILL. Your financial operations platform. The intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform.

Click here to start managing your operations with Bill*

Customer Relationship Management

Ignition

Sell your services, easily create online proposals and engagement letters, automate invoicing and payments - all from one place. By making things effortless for you and your clients, we help you build strong relationships that work.

Click here to start creating online proposals to sell your services with Ignition*

Dubsado

Manage projects, build client relationships, schedule appointments, and create workflows to automate the entire process. Dubsado is a business management platform built to save you time and grow your business.

Click here to start running your business with less running on Dubsado*

Method:CRM

Customer Relationship Management is made easy with Method:CRM – the most customizable CRM for QuickBooks. With the capability of a two-way sync with QuickBooks Online and Desktop, this CRM will not only track incoming customers and “to-do” lists, but will also show the latest invoice and payment information so you’ll have access to customer information in real-time!

Click here to start managing your customer relationships with Method:CRM*

Method:Donor

Businesses succeed by using a CRM, and Non-Profits are no exception! Method:Donor relationship management gives you a 360-degree view of donations and interactions with your donor so you can connect in more effective ways with your donor base. Method CRMs also integrate with email marketing platforms to make sure your donors are receiving your e-newsletters!

Click here to start managing your donors with Method:Donor*

Password Management

1Password

An easy-to-use password manager with industry-leading security. It’s perfect for businesses, individuals, and families of all sizes. 1Password helps simplify your online life by automatically filling, storing and securing passwords, personal data and credit cards.

Click here to never have to remember your passwords again with 1Password

Tax-Time Apps

Yearli by Greatland

Yearli by Greatland is a complete federal, state, and recipient W-2, 1099 and 1095 filing program. Simply enter or import your data and Yearli will file to the federal government, applicable state agency and send (via email and mail) copies to your recipients. Yearli has three options designed to fit your budget and business needs.

Click here to file your 1099 forms with Yearli*

GetW9

GetW9 makes it easy to collect & store your Form W-9s, by automating the whole process. Once you've created a Form W-9 request from one of your vendors/contractors, they receive a secure link to fill out the Form W-9 online. A PDF & all details are stored in your getW9 account.

Click here to start collecting your vendor W-9s with getW9*

TaxAct

A leader in the industry, TaxAct makes it easy and affordable for individuals and businesses to digitally file taxes. TaxAct's suite of tax preparation products provide easy and comprehensive step-by-step guidance to help business owners complete their taxes — and get the best possible result — without paying a premium price. In fact, we’re the only online tax-filing solution for small and medium businesses. And we back up our software with two big guarantees to our business customers.

Click here to start your individual or business income tax return with TaxAct*

(While we generally suggest businesses file their tax returns with a knowledgeable tax preparer, sometimes the situation is straight-forward enough to file yourself. Feel free to ask our thoughts on your specific situation.)

Other Small Business Apps

Acuity Scheduling

Online appointment scheduling software. Clients schedule appointments, pay, and complete intake forms online 24/7. It takes the pressure off from scheduling client appointments. Frees up your time and creates a great client experience!

Click here to set up your appointment calendar with Acuity Scheduling*