To be successful as an accountant, you need the right software to support your efforts, and there are specific tools and resources designed for your industry. They can help you serve your clients more effectively and keep your own financial records organized.
QuickBooks Online Accountant
Designed for professional accountants, QuickBooks Online Accountant saves some users up to 20% of the time they are currently devoting to clients. The software allows you to manage multiple clients who are using QuickBooks Online. Your clients simply use QuickBooks Online or complementary apps as usual, and the information is synced to your program. The dashboard allows you to see details about all your clients, including alerts on which accounts need attention. Additional features let you export tax information, compare prior years’ numbers with current figures, and adjust entries easily.
In addition to tracking your clients’ revenue and expenses, you also have to track your own. Apps such as Tallie can help. Tallie is an expense management app designed for accountants. It lets you upload receipts for office expenses from your mobile device, and it can import information from your credit card or bank statements. With this program, you can also track billable hours and expenses you incur on behalf of a particular client and generate an invoice based on those expenses. Of course, the app also syncs with QuickBooks Online, so you never have to worry about getting behind on your own bookkeeping.
If you juggle a lot of clients and several employees, you may want a task management app like Karbon. Compatible with QuickBooks Online, Karbon lets you set up, organize, and delegate tasks to your team. It also offers some client relationship management tools in particular, it allows you to connect to staff email accounts and track communication between staff and clients. That makes sure everyone is on the same page. For example, if another accountant in the office is speaking to a client, she can easily look at the notes in Karbon and see where things stand with that client.
EClient Link Custom Reports for QuickBooks
If you create a lot of reports and cannot find the customizations you need on QuickBooks Online, check out eClientLink Custom Reports. Expressly designed to work with QuickBooks Online, this program lets you word statement lines however you like. It also gives you complete freedom with the placement of numbers and lets you embed calculations into any link. EClient Link lets you customize everything from roll-up executive reports to detailed analyses of cost centres.
Apps to Sync Different Accounting Platforms
If your clients don’t use QuickBooks Online, you may want to invest in apps that sync data from multiple accounting platforms. These programs can be essential for importing clients’ data to your software. They can also be useful if your clients are using alternative software, want to switch to QuickBooks, and need help porting over information.