Practice Management Tax Season App Roundup: What Worked This Season? Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Scott Cytron Modified May 3, 2018 2 min read With more than 500 apps in the QuickBooks® App Store and thousands of others for PCs, Macs, and iPhone and Android devices, tax and accounting professionals have numerous ways to enhance their services to their clients. We asked several of our authors who contribute to the Intuit® ProConnect™ Tax Pro Center for their feedback and recommendations regarding apps. Here is what they had to say. Stacy Kildal, Kildal Services Apps: Fin and Wordable While I have an admin who is an integral part of the Kildal Services team, she doesn’t manage personal tasks – and I wouldn’t ask that of her! However, automating routine tasks during busy season is key to making us more productive. I recently found the Fin app, and it does all the little things I sometimes forget to do: schedule, cancel and reschedule hair appointments; find a good restaurant; send flowers; and make doctor appointments. Fin saves me tons of time, but more importantly, I’m not stressing about forgetting to schedule yet another teeth cleaning appointment for my kids! Another app is Wordable. I generally use Google Docs to write my blog posts. I can start them on my laptop, work on them from my phone or iPad, and finish them in my office. The pain points for me have been copying and pasting them into my WordPress site, and uploading all of the images. Wordable solved that; I can write the post, insert images, send it to my site as a draft blog post and fine tune it before publishing. Debra Kilsheimer, Behind the Scenes Financial Services Apps: SmartVault and Bejeweled Blitz I use the SmartVault app so I can look things up that I’ve scanned and saved. I also use BLITZ to keep me sane … I can’t be working ALL the time! Josh Lance, CPA, CGMA, Lance CPA Group App: Practice Ignition We love using Practice Ignition because it enables our clients to sign their engagement letters and set up payments, which saves us lots of time and ensures we are not chasing the money. This year, we used the deposit feature to collect part of our tax return preparation fees up front, which was great for our firm’s cash flow. Jeff Wilson, II, CPA/PFS, CGMA, CFE, AFC, The WII Group App: Practice Ignition Practice Ignition helps because it allows us to manage our compliance and open WIP for tax and accounting clients in one place. I can always look to see who paid, who doesn’t have an engagement letter and who owes us money! The application also gives me a summary of my current status, which helps because I don’t always remember to log in all the time. Editor’s note: What’s apps do you use for your tax and accounting practice? Leave us a comment below to share your insights with others. Previous Post My Favorite Technology I Used for Tax Season Next Post How to Identify Your Least Profitable Clients and What to… Written by Scott Cytron Scott H. Cytron, ABC, is editor of the Intuit® Tax Pro Center. He brings more than 35 years' experience in accounting and financial services to the profession. An accredited consultant, Scott works with companies, organizations and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales. Follow Scott on Twitter @scytron. More from Scott Cytron Comments are closed. Browse Related Articles Practice Management How market competitors have become firm predators Tax Law and News Accountant’s guide to secure file sharing Practice Management Consultant spotlight: Jason Tritle Practice Management Consultant spotlight: Corey Spear Practice Management Consultant spotlight: Drew Hickman Practice Management Top 7 advantages of choosing a firm niche Advisory Services Your firm: Maximizing value over volume Practice Management ProSeries® Tax spotlight: Nayo Carter-Gray, EA, MBA Practice Management Consultant Spotlight: Katherine Weiler Webinars Technology and Your Clients: Dec. 19