Top 5 Productivity Tools Every Accountant Should Know

What’s the first type of software that comes to mind when you think “accounting”? Maybe it has to do with financial management or client management. But productivity tools for accountants are just as important, if not more so. They enable a firm’s profitability and long-term success. (Cue the old adage: “Work smarter, not harder.”)  

Streamlining workflows using the right solutions ensures you’re spending less time on manual tasks. In turn, you have more time to focus on what matters: growing your firm. 

Fortunately, technology has made it easier for accounting firms to work smarter and faster than ever before. There are many productivity tools available to help you streamline accounting tasks and increase the efficiency of your business.

In this article, we are going to explore the top 7 best productivity tools for accounting

1. Workzone

Key features:

• Timelines
• Project dashboards
• Task dependencies
• Reports

Workzone‘s software is mainly used for organizing, tracking, and managing projects. With its help, you can:

• Plan new projects from scratch
• Develop different kinds of graphs and charts to review project roadmaps and work progress
• Create and allocate assignments to your team members
• Monitor the statuses of essential project tasks on the Kanban board
• Collaborate with key stakeholders
• Run reports and analyze your performance results

All in all, the tool’s functionality is tremendously rich. It provides much value for teams of any size and from diverse professional backgrounds, including accounting teams.

2. mesha

Key features:

1. Your dedicated team: Get a dedicated bookkeeper, expert CPAs + skilled tax advisors to help you do your taxes, alongside a team of seasoned bookkeeping professionals keeping your books up to date. 
2. Accurate books: Delivered on time. Get tailored insights on how your business is doing, including profit reports.
3. One centralized financial dashboard: Track income and expenses, manage payroll, send invoices and pay bills
4. AI-enabled tools: Understand your company’s financial data and get all your financial queries answered with Mesha AI

With mesha’s software you can:

• Have interactive financial reports and charts covering your AR and AP with accurate forecasts
• Eliminate manual searching and complex queries. Your CPA is available 24/7 to answer any questions
• Get access to expert assistance with tax filing. Tax calculations, payroll compliance, deadline reminders, actionable reports, and expert assistance with tax filing.

3. Pumble

Key features:

• Private and public chats
• Notifications
• Audio and video calls
• File sharing

The ultimate alternative to Slack, Pumble is designed to replace email as a core method of user interaction and file sharing. It allows users to establish communication channels for group conversations and private messages to exchange information, files, and other forms of data all in one place.

Pumble contains a plethora of valuable communication features, from unlimited message history and notifications to screen sharing and the do-not-disturb mode. It offers a free version for unlimited users and an unlimited period. However, if you want to make use of extended Pumble functionality, you have an option to subscribe to one of its paid plans.

4. DocuSign

Key features:

• Accelerates document turnaround time, replacing traditional paper-based processes.
• Enables secure electronic signatures that meet legal requirements.
• Provides authentication to protect sensitive client information.
• Offers an audit trail for transparency and compliance.
• Supports various tax and accounting documents, including IRS-approved forms and agreements.

DocuSign is a leading electronic signature platform that streamlines document signing and enhances workflows for accounting professionals. DocuSign’s secure and compliant features enable accountants to meet legal, financial, and tax requirements efficiently.

5. Ai‎rtable

Key features:

• Customizable as per your accounting task needs.
• Offers a user-friendly interface for building and structuring databases.
• Provides a wide range of column formats, such as text, URL, phone, email, currency, dropdowns, and formulas.
• Facilitates easy analysis and reporting across projects, clients, and tasks.
• Allows for the creation of forms to collect client information directly into the database.

Airtable offers a unique solution for accounting and bookkeeping firms by providing a customizable database application.

With Airtable, accounting professionals can tailor databases to their needs, enabling efficient tracking and management of information related to products, clients, projects, employees and tasks.

Parting thoughts

The 5 tools featured in this blog are just the tip of the iceberg when it comes to the vast sea of software that can revolutionize your accounting workflows.

The best tools aren’t necessarily the most popular or expensive. 

A good tool is one that seamlessly integrates with your existing processes, meets your unique needs and ultimately makes your life as an accountant easier and more efficient.

So don’t shy away from trying out different tools until you find the perfect blend that takes your accounting practice to the next level.

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