Review

February 20, 2020 

Expensify Expensify, Inc. Use.expensify.com From the 2020 Reviews of Expense Management Systems. Expensify is a scalable travel and expense application suitable for small to mid-sized businesses. Completely web-based, Expensify works with both desktop and laptop computers. A mobile app for both iOS and Android smartphones and tablets is also included with all plans. The setup...…

Mary Girsch-Bock

February 20, 2020 

Rydoo (Formerly Xpenditure) www.rydoo.com From the 2020 Reviews of Expense Management Systems. Rydoo was formed by combining three former startup applications (Xpenditure, iAlbatros and Sodexo), into a single, easy-to-use application that merges business expense and travel expense management. Rydoo is available in three plans, making it suitable for small to enterprise level businesses that wish...…

Mary Girsch-Bock

February 20, 2020 

Tallie Expense Report Software www.tallie.com 800-592-5144 From the 2020 Reviews of Expense Management Systems. Tallie is online expense report software that is designed for small to mid-sized businesses that need to manage business expenses. Tallie offers three plans: Basic Accounting, Cash Control, and Cloud ERP, with an option to add additional users available in each...…

Mary Girsch-Bock

February 20, 2020 

Zoho Expense Zoho One www.zoho.com From the 2020 Reviews of Expense Management Systems. Zoho Expense is part of Zoho One, a suite of applications that are designed for small to mid-sized businesses. Zoho Expense offers three plans levels: a Free Plan, which is a great fit for freelancers and sole proprietors; the Premium Plan which...…

Mary Girsch-Bock

February 19, 2020 

Accelo www.accelo.com From the 2020 reviews of CRM systems for accounting firms. Accelo offers a variety of applications designed for numerous niche markets including accounting firms. Completely online, Accelo allows accounting firms to easily manage all of their business operations using a single, unified platform. Not just a CRM, Accelo includes complete database management as...…

Mary Girsch-Bock

February 19, 2020 

ResultsCRM Abacus Next www.abacusnext.com/software/CRM/results From the 2020 reviews of CRM systems for accounting firms. Designed for small businesses and accounting firms that use QuickBooks Desktop or QuickBooks Online applications, ResultsCRM offers complete bi-directional CRM capability between the application and QuickBooks Online, QuickBooks Desktop, and Microsoft Outlook, eliminating the need to enter data twice. ResultsCRM is...…

Mary Girsch-Bock

February 19, 2020 

Insightly CRM www.insightly.com From the 2020 reviews of CRM systems for accounting firms. Insightly CRM from Insightly offers complete CRM capability designed for both product sales as well as service businesses. Insightly CRM is an online application that offers easy navigation. A mobile app is also available for both iOS and Android devices, offering features...…

Mary Girsch-Bock

February 19, 2020 

While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.

Mary Girsch-Bock

February 19, 2020 

Zoho CRM www.zoho.com From the 2020 reviews of CRM systems for accounting firms. Zoho CRM is a solid online CRM application well designed for businesses of all kinds, including accounting firms, although it is better suited for businesses that sell products. Zoho CRM offers four plan levels, with a basic plan available at no cost....…

Mary Girsch-Bock

December 18, 2019 

CCH Site Builder Wolters Kluwer www.cchwebsites.com 800-739-9998 From the 2019 reviews of website building systems for accounting firms. CCH® Site Builder from Wolters Kluwer is well-suited for small to mid-sized accounting firms that ideally use other Wolters Kluwer applications; however, the program can also be used as a standalone website building tool.  Designed for user...…

Mary Girsch-Bock

December 18, 2019 

CountingWorks Pro ClientWhys 800-442-2477 www.CountingWorksPro.com From the 2019 reviews of website building systems for accounting firms. Previously available as ClientWhys, CountingWorks Pro offers a variety of marketing tools designed for tax and accounting firms of all sizes. Along with custom website creation, CountingWorks Pro offers application users a variety of options for their custom created...…

Mary Girsch-Bock

December 18, 2019 

Web Builder CS Thomson Reuters https://cs.thomsonreuters.com/web-builder 800-968-8900 From the 2019 reviews of website building systems for accounting firms. Web Builder CS from Thomson Reuters is a good fit for accounting firms of any size that use other Thomson Reuters applications, though it can be used as a stand-alone application if desired.  Web Builder CS is...…

Mary Girsch-Bock