Our Favorite Tech Tools

Tools We  love.

Our Favorite Tech Tools

Tools We  love.

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.

Security

Zero Blur

Secure your data by adding a blur when doing screen recordings. We love the free Zero Blur Chrome Extension!

Affiliate Links

This list contains affiliate link s to products. We may receive a commission for purchases made through these links.