Software Products We Use
Web conferencing, support and webinars that work, really well. Zoom integrates with insightly and Acuity Scheduling to make a cohesive solution for our clients. ~ $14.99/mo/host plus $40/mo/host for webinars (Most small businesses use one host)
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. ~ $35/user/mo - $59 user/mo
Online calendaring with amazing flexibility and usefulness. This tool will eliminated overhead, errors and help your clients and team check one more task of their daily list. It integrates with Zoom, automatically and we make it integrate with our insightly based system magically. ~ $15/mo - $50/mo (1 user is usually all you need)
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.
For our Wordpress websites, we love Themeco Pro. It extends our ability to deliver dynamic and useful websites, fast. Please buy only the "PRO" version, not "X." ~ $79 per site
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. ~ $10 to begin with paid features and it increases with your list size (this is a good thing)