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Even though there are thousands of apps to help people simplify their workload, there are several apps that are particularly useful for accountants. Take a closer look at these five great apps for your smartphone, tablet or computer.
1.Wunderlist
We all have “To-Do” lists, but the Wunderlist app goes above and beyond simple list-making software. Start by setting up a free account with the business version. You can then create multiple task lists and sub-tasks for each to-do item.
This app also allows you to set reminders, schedule due dates and share your lists with other colleagues. In addition, emails can be turned into action steps or you can add interesting items from the internet directly to your Wunderlist. If you need to see your list on paper, print of any of your lists with one simple click.
2. Jetpack Workflow
Designed specifically for CPAs and bookkeepers, Jetpack Workflow allows accountants to automate and track their work for clients.
With this app, you receive an automated email digest as well as a user-friendly tracker to stay on top of what items are overdue or approaching a deadline. You will also have a complete overview of your firm’s workflow to see who is working on which project. Now you can quickly find what task you need to complete and reduce your non-billable administrative time at the same time.
3. Dropbox
The Dropbox app permits you to file share with your colleagues or clients between computers. This cloud-based storage system allows accountants to send and receive important documents from clients or within the office. You can also arrange your files in specific folders for easy organization within this app. As an alternative to waiting for documents to arrive by mail or fax, users can access Dropbox almost instantaneously. Moreover, many accountants are taking advantage of snapping photos of their new client identity verification papers while they are away from the office’s copier. By uploading these pictures to Dropbox, they can easily download them later.
4. Evernote
If you are an avid note taker, Evernote is the app for you. You can download Evernote for free or upgrade to the premium version. From simple note taking to creating longer documents, you can organize your writing into notebooks as well as synchronize your notes across several devices.
For accountants, you might keep PDF files of forms that you routinely send to your clients. On top of that, you can store scanned documents and share them with your coworkers. Evernote also offers voice recording and image taking for quick notes on the go.
5. Skype
Skype is one of those must-have apps for every accountant. Instead of running around and trying to meet with your clients in person all the time, video conferencing with Skype is the next best thing. In fact, using Skype is better than a simple phone call because you build stronger relationships when you see someone face to face. You can also expand your client base from only local clients to customers virtually anywhere in the country. The Skype app is available for download here.
These five apps are designed to organize your work and increase your productivity. From better communication with clients and colleagues to keeping your records, receipts and important documents in order, accountants are taking advantage of technology to improve their overall workload, reduce stress and free up valuable time.