Search results for #TechStackThursday
#TechStackThursday Met with the @Xero GTM team in Denver and spilled the tea on why I originally went QBO. Fast forward to now… Xero’s rolling out bank recs and a slick roadmap that says “run it back.” I didn’t expect to be impressed. And yet. A time was had! Thank you for…
Happy #techstackThursday! 🚀 Adamo Software leverages cutting-edge tech for innovative client solutions. Check out our core principles! What do you prioritize in a tech partner? Share your thoughts! 👇 #techstack #softwaredevelopment #innovation #technology #adamosoftware
#TechStackThursday reloaded 🚀 My Tax Season Tech Stack Accelo Verito Loom/Vimeo Canva/Vistaprint InfoUSA (I forgot it’s new name) UltraTax Textedly NordVPN Ignition/Fresh Proposals SafeSend QBO/Xero Cognito Forms OneDrive CountingWorksPro Stanford Tax PDF X-change…
#TechStackThursday We are introducing a new app in our firm next tax season. Stanford Tax. It creates a personalized digital checklist for client tax documents using a copy of their return. No more asking, did you receive a W-2 from Joe the Employer like you did last year.…
🗣️ ANNOUNCEMENT! #TechStackThursday My latest acquisition runs on @ignitionapp, so guess what? I’m officially an Ignition customer now! 🥰 Y’all finally got me! 😂 Here’s what I’ve noticed so far: Pros: 😊 Ease of Use 😊 Integration Capabilities 😊 Automated Billing and…
#TechStackThursday Verito! Invest in a virtual hosting platform. We host many of our desktop applications on Verito which is the next best thing to using a cloud based version of the software. It’s affordable for small firms and support is 24/7. #NotSponsored
#TechStackThursday Uh oh, year end is upon us. Still missing CE/CPE? Don’t fret! Earn CPE while eating, walking, or sitting at your desk twirling a pencil in your hand. @EarmarkCPE has listening CPE with podcasts and webinars on demand. Get it done! #NotSponsored
#TechStackThursday It’s time to get back to highlighting some of my favorite tech tools. I have fallen in love with Intent. Intent is a meal planner app. I love to cook even during the busiest times of year. Yet, finding new recipes, planning and mixing up dinner was taking…
#TechStackThursday And we are back with our best apps or tech! This week's post goes to @SageUSAmerica for a few reasons. First, it had the best SWAG at #SNH24 with custom luggage tags. As someone who collects luggage 👀this was the perfect accessory for my collection. We…
#TechStackThursday Per usual, @accountingsalon did not disappoint. It is always a good expansive time when we connect. Huge SHOUTOUT to our sponsors this year! THANK YOU! @LiveFlow_io @bankwithrelay @IntuitAccts @Xero @freshbooks @FyleHQ @keeper_hq @billcom…
#TechStackThursday If you're a Microsoft shop, here are 3 tools under their umbrella to streamline business operations: ☂️Viva Engage (Yammer) - social networking tool for internal corporate communication; can replace Slack or Teams Chat Fosters community building and…
#TechStackThursday ENGAGE 2024 is less than 2 months away. The next several Tech Stack Thursdays will be dedicated to the PreCon Workshop at ENGAGE this year. We're diving deep into the wonderful world of Microsoft and Office 365. Did you know that you can build a SharePoint…
Love this woman for coming in with the alley-oop. Check out how to use Scheduling Polls with Microsoft in the video tutorial. #TechStackThursday
#TechStackThursday This week's shoutout was inspired by @SparkleCate. Did you know that Microsoft has a Scheduling Poll like Doodle? You can using the Scheduling Poll to send multiple time options and minimize the back-and-forth email about scheduling.
#TechStackThursday This vendor takes all of my coins 😩 but I wouldn't have it any other way. This week's highlight goes to Thomson Reuter's UltraTax CS (UT). Here are 3 reasons why solo or small practitioners should consider purchasing UltraTax. 🥉It's comprehensive. It is…
#TechStackThursday Need to securely send a document or message without using your client portal? Enters Sendinc. Sendinc allows you to send secure emails to anyone, anywhere in the world. My favorite feature is the self destruct on READ.
#TechStackThursday If you're looking to build a community for conversations, virtual events, courses, and more...then check out Heartbeat App. I picked up a sweet deal on AppSumo for the app a few years ago. They have added some really cool features like evergreen and…
#TechStackThursday My online form builder of choice is Cognito Forms. It’s budget friendly but powerful. A few ways we use it: ✅ New client intake worksheet ✅ Tax organizer and engagement letter ✅ Manual profit & loss statement ✅ Rental property data collection template…
#TechStackThursday Textedly. We rolled out text messaging to all client this year to assist in real-time collaboration and communication. We use it to relay and collect information. #GameChanger
#TechStackThursday So, you're committed to doing more videos this year? That's great! Add captions or subtitles to your videos so that people can watch them without audio. I like to use Happy Scribe for this. It's affordable, accurate, and fast.