Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/528834
APPS WE LOVE 18 June/July 2015 • www.CPAPracticeAdvisor.com Apps We Love: Small Business By Gail Perry, CPA, Editor-In-Chief A ccounting frms are always looking for ways to help their small business clients, and many accounting firms are small businesses themselves. There are plenty of cool apps available to help the small business run more smoothly and efectively. We asked members of the CPA Practice Advisor audience and family to share some of their favorite organizational apps and this is what we learned. APPS WE LOVE IS SPONSORED BY HTTP://ACCOUNTANTSWORLD.COM AccountantsWorld ® Accountants First SM ... only at SANDRA WILEY, COO at Boomer consu lt i ng , recom mends a CR M tool, WOR Ketc , that also helps with project management, billing , and team collaboration. B A R R Y M E L A N C O N , C PA , CGM A, president and CEO of the A ICPA, uses the electronic signa- ture solution CudaSign (formerly S i g n N o w). " I 'v e s i g n e d m a n y documents w ith this tool and also it's good where multiple signatures are needed." JOHN HIGGINS, CPA, strategic technolog y advisor at CPA Cross- ings, and motivational mentor EDI OSBORNE , embrace R oboFor m . "Tis is a password keeper/generator app that stores all of my login cre- dentials. I only have to remember one master password and the cre- dentials are synchronized across all of my devices. It is a signifcant time saver and allows me to have more secure passwords," said Higgins. TOM HOOD, CPA .CITP, CGM A, president a nd CEO of t he Ma r y- land A ssociation of CPA s, recom- m e n d s R e f r e s h . i o , w h i c h w a s re c ent l y ac q u i re d b y L i n k e d I n . Refresh scours the web and social net works to help you f nd common ground about people. "I like it for preparing a dossier on people you are meeting w ith, plus the v irtual col laborat ion tools l i ke d ropbox, google drive, etc." BRIAN TANKERSLEY, CPA.CITP, accounting consultant, and director of st rateg ic relat ion sh ips for K 2 Enter pr ises, recom mends Of f ice R emote , a n app t hat t u r n s you r phone into a smart remote tool that interacts with Microsof Ofce on your computer. "Remote allows you to use your phone as a bluetoot h remote with PowerPoint and other Microsof Ofce apps." JOHN HIGGINS also recommends GoodReader which he uses on his i Pad . " T h i s i s a PDF doc u ment viewer that allows me to view A ND annotate all of my pdf fles anytime, any where. A ll CPA s should make this type of an app mandatory. Te ability to work with PDF fles on a t ablet m a ke s 'goi ng paperle s s' a whole lot easier and more practical." G A RY BOOMER, C PA .C I T P, CEO of Boomer Consulting , rec- om mend s Bi l l .com . "It 's a huge time saver and I don't understand why ever y f i r m isn't usi ng it a nd recommending it to their clients. It organizes the entire bil l pay ment proc e s s i nc lud i ng c ont rol s over invoice approval and bill pay ment even from a mobile dev ice. It also has a receivables component ut i- l i zi ng ACH rat her t ha n CC pay- ment s. It is a n ent repreneu r a nd controller's dream."