Our Favorite Tech Tools
Ever wonder what all we use behind the scenes to keep things running smoothly? These are our favs!
Tax Practice Management
TaxDome
Use our exclusive partner link when you sign up for a free 2 week trial, and when you fall in love and make it official, TaxDome will give you 2 free subscription months.
Video Reviews
Loom
Use our exclusive partner link when you sign up for a free 2 week trial, and when you fall in love and make it official, TaxDome will give you 2 free subscription months.
Payment Processor
CPA Charge
Use our exclusive partner link when you sign up for a free 2 week trial, and when you fall in love and make it official, TaxDome will give you 2 free subscription months.
Graphic Design
Canva
Create Social Media posts, Images for your Emails, and more with Canva. Being a graphic designer is easy with this drag and drop tool. Sign up for the Pro version to have access to 1000s of images that will match your brand.
Virtual Meetings
Zoom
In addition to the virtual meetings, this tool continues to offer more features like recordings, Webinars, VOIP, online whiteboards, and more. We love it because it is a reliable tool to meet with our team and clients.
Scheduling
Calendly
Make client appointments easy to schedule - no more back and forth, reschedule nightmares, and oops I double booked myself situations. Calendly makes it easy to schedule your client appointments with a click of a button.
Lead Management
GroupTrack
Using Facebook and/or Instagram to build your business and meet new leads? Using Group Track you can now easily track the lead and ensure that you are fully building a relationship with all prospective clients using their pipelines and templates. Plus they offer amazing trainings on Sales and lead generation that will have you making more money with less effort. Let this CRM help you grow your business with ease.
Email Marketing
Flodesk
Flodesk is an email marketing tool for leads and for clients for monthly newsletters to clients. While TaxDome is amazing for bulk messaging regarding services, Flodesk gives you more creative freedom to really wow those you serve when you really want something to pop! Our partner link will get your 50% off of your first year!
Communication
Grammerly
Wish you had an editor in your office to make sure your emails to your clients are friendly and professional, even at the peak of Tax Season? You can now with Grammerly. Our favorite took helps us make sure we use proper grammar and have no spelling errors for emails, newsletters, and more. This browser extension will hang out and watch over your shoulder as you write all day long.
Online Efficiencies
Toby
Love tabs in your browser and hate having to restart your computer for you fear losing all those important nuggets you must go back and read? Or have those pages you need to access on the regular? Toby will help you keep track of all your favorite webpages and allow to you quickly access them in one click.
Fun Stuff
Emoji Keyboard
We love emjois and getting them on your desktop is super easy with this Free Google Chrome Extension.
Affiliate Links
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