Products and Tools We Love and Use

Ignite System/AWS

Image

Required for AWS/Ignite

Manage leads, contacts, workflow, tasks, and projects like you've always wished you could. insightly is the core of our highly customizable, extremely useful, easy to use "From Prospects to Projects" system build for accountants, bookkeepers and business owners.

Please purchase a Pro account. Use the email address we provided to add us as an administrative user.

Insightly is a web based product. We prefer Chrome on all platforms. Insightly also has mobile apps. Insightly also integrates with most other applications and can be set to notify and update in Slack.

Image

Required for AWS/Ignite

Conversational marketing and tools to enable turning prospects into projects faster than ever. The Drift "Bot" helps guide visitors to exactly what they need or helps you close more business faster. We're big fans at 74 Systems!

Please purchase a Pro Account and provide us with your login credentials in your Slack channel.

Drift is a web based product. We prefer Chrome on all platforms. Drift also has mobile apps. Drift also integrates with most other applications and can be set to notify and update in Slack.

Image

Required for AWS/Ignite

To provide automated electronic engagement letters and proposals within AWS, we use PandaDoc. We can send bulk letters at the start of a season, or one at a time directly from a client record in the CRM.

Please purchase a Business level account and provide us with your login credentials in your Slack channel.

PandaDoc is a web based product. We prefer Chrome on all platforms. PandaDoc also has mobile apps. PandaDoc also integrates with most other applications and can be set to notify and update in Slack.

Image

Required for AWS/Ignite

We capture leads and client email addresses and we use MailChimp to communicate marketing communications, transactional emails like invoices and receipts, and automated campaigns like abandoned shopping carts, education, and drip and nurture.

Please sign up for the lowest paid account. We will request access as a manager of your account.

MailChimp is a web based product. We prefer Chrome on all platforms. MailChimp also has mobile apps. MailChimp also integrates with most other applications and can be set to notify and update in Slack.

Image

Required for AWS/Ignite

Instant messaging that works on any device, any platform and allows us to communicate with our clients directly, efficiently and all in a single channel. We use Slack to exchange information, chat, upload documents and so much more!

Please create a free slack account and add us! Or, we can add you to a shared channel.

Slack is an APP BASED PRODUCT and should be used this way on all devices, including PCs/Windows, Macs, iPhone/iPad, and Android. Please do NOT use the web version of Slack. Slack also has mobile apps. Slack also integrates with most other applications and can be used as the key notifications tool for most applications and services.

Image

Recommended for AWS/Ignite

Web conferencing, support and webinars that work, really well. Zoom integrates with insightly and Acuity Scheduling to make a cohesive solution for our clients.

Please purchase a business level account and provide us with your login credentials in your Slack channel.

Zoom is an APP BASED PRODUCT and should be used this way on all devices, including PCs/Windows, Macs, iPhone/iPad, and Android. Please do NOT use the web version of Zoom. Zoom also has mobile apps. Zoom also integrates with most other applications and can be set to notify and update in Slack.

Image

Recommended for AWS/Ignite

Finally, diagrams done right...Lucidchart provides an intuitive and collaborative diagramming solution for your entire organization. Our focus on quality, security, and affordability makes the decision easy. See what Lucidchart can do for you.

Lucidchart is a web based product. We prefer Chrome on all platforms. Lucidchart also has mobile apps. Lucidchart also integrates with most other applications and can be set to notify and update in Slack.

 

Best pricing and service for QuickBooks, QBO, QB Payments and Payroll. Through our partnership with Complete Business Group, a leading Intuit Reseller, you save a bundle and you'll be cared for like never before.

And few more...

Websites That Work™

Image

Required for Websites That Work

We capture leads and client email addresses and we use MailChimp to communicate marketing communications, transactional emails like invoices and receipts, and automated campaigns like abandoned shopping carts, education, and drip and nurture.

Please sign up for a free account and provide us with your login credentials in your Slack channel.

Image

Required for Websites That Work

The theme we currently use for all of our web client projects. If you are a client, you need this theme.

Websites That Work™ Members: Please purchase a Pro single license and provide us with the license number in your Slack channel.

Hardware We Love

Icon Key

Web based application. Google Chrome preferred.

Desktop application. Please download to all devices. Always use desktop/mobile apps, not web.

Mobile phone apps available. Limited functionality. Use as available.

Mobile tablet apps available. Limited functionality. Use as available.

Works well with Slack.