Between clear client communications, getting organized and accessing the records you need to do your job right, obstacles are quick to arise in accounting. But thanks to technology, there are more ways than ever to streamline and organize your work.
And while we wouldn’t say that automation and technology are making accounting easy (that would defraud you of all the hard work you do everyday!) they’re certainly making it more efficient and providing more organization than ever.
Here are some of the top apps that you’ve got to check out (if you haven’t yet).
1. Dropbox
Dropbox may be simple a simple idea, but that doesn’t mean it doesn’t excel at what it does. This app allows you to keep your desktop clean and store everything in the cloud. Create separate folders for every client, and subfolders within those. Add notes to projects, share projects with teammates or clients and set yourself up to get things done in the most organized way.
Download the app
2. Podcast Addict
Sometimes, we all need a little encouragement, inspiration and education to stay ahead of the curve, and podcasts provide that in a very bite-sized way. But even so, getting to the heart of a podcast could take awhile. Podcast Addict streamlines the listening process, giving you the ability to speed up a recording. While you’re downloading the app, check out this
list of top podcasts for finance professionals.
Download app
3. Evernote
Great for taking notes and storing things like receipts and expense lists, this app will have you (and your clients) up, running, and organized in no time. But this isn’t your typical organization app. It may look simple, but you can log audio and video records, handwritten notes, webpage clips, emails, to-do lists, and much more—and create receipt-specific folders to stay uber organized. Best of all, the freemium version is—free! You can also upgrade for business features that allow collaboration between teams.
Download the app
4. DisplayLink
This app makes remote working a breeze, even when you don’t have access to your two or three monitors sitting on your desk. After buying a few select pieces like a USB docking station or USB adapter, you can turn your tablet into a second monitor to keep work running smoothly even when you’re on the road.
Download the app
5. Shoebox receipt tracker
The free receipt-tracking app is great for helping clients manage and organize their records—and that makes your job a lot simpler. Never have to wonder or take their word for an expense again. This app recognizes and logs every email that comes to a client’s inbox with the word “receipt” in it. So you and they can spend less time looking through a year’s worth of emails and more time getting right down to business.
Download the app
6. Wunderlist
This free app is vital for staying organized and actually getting things done. The to-do list app allows you to easily create tasks and lists with dates and subtask. Use it on multiple platforms to organize both your personal and professional life, and easily share info and comments with other team members. With a paid version, you can even assign tasks to people, or add them to the task to ensure that everyone is on the same page.
Download the app
