Beth's Top 13 Tech Game Changers
Here are 13 tech tools we implemented in our office that have changed how we do business. Rating 5*'s is the best.
1. EchoSign***** - All BBPCA clients have utilized EchoSign either to sign engagement letters or Efile authorizations. This year, we have added an EchoSign widget to our website for signing of documents.
2. Hosted Server****** - We can now work from anywhere by simply logging into our offsite server which is hosted by NewCityIT. I can access my server from my mobile devices using the App PocketCloud.
3. MS OneNote***** - Organize, consolidate, email, and share information online or on your PC with notebook navigation. We use this extensively in the office to share and organize client information. Evernote is the equivalent App.
4.Expensify***** - This is an App that allows you to snap pictures of receipts with your mobile device which is then uploaded to your Expensify account. Create expense reports to organize receipts. Great for credit card and debit card receipts.
5. SmartVault***** - This document management system sealed the deal on our office's goal to be 100% paperless. Thanks to all of you that utilize SmartVault, you have made our office more efficient. Dropbox is another great alternative.
6.Fujitsu ScanSnap**** - This scanner is FAST and scans double sided in a snap.
7. Bill.com**** - Has changed how I pay bills and manage cash-flow. The cash-flow dashboard can provide a 3 month cash-flow projection. Also, you can invoice clients from your mobile device.
8. LastPass**** - Can't live without my password APP which helps me manage all my passwords. Never remember a password again.
9. Apple IPAD **** - When I first got the IPAD I wasn't exactly sure what to do with it but now that the mobile offerings have expanded I see this as tool that allows met to connect any where - anytime.
10.SKYPE**** - Love it for instant messaging with clients and team members. Don't forget video calling with family.
11. SNAG-IT***-This screen capture tool and video creator is the best around for only $49.
12. ShoeBoxed.com - I have not used this service but have referred clients and they have endorsed. I equate Shoeboxed to Netfilx . You receive a blue envelope, send them your receipts, they scan and upload to your own web-based database that can be downloaded.
13.Pandora ********** - we all need an escape and listening to our favortie music makes us happy!