Sameer Bhatia for Women in Business writes: Accountant apps are designed to help professionals handle their work more effectively and in a structured manner, which ensures they can access the information they need quickly.
Accountants have to handle a number of financial services in order to meet the demands of their clients. This can range from auditing and accounting to risk management, taxation, and analysis of potential investments. They may also be required to offer advice about structuring the financial arrangements of a business.
They need to be able to handle all of these demands with the same level of professionalism and expertise, and when an accountant has more than one client demanding services at the same time, it can become overwhelming.
In order to help accountants perform all of these services in a similar time frame without getting confused or disorientated, computer software has been designed which allows them to efficiently provide their services according to the demands of the client. While it is very useful to have these services on a computer network at the office, many accountants also use smartphones and tablets to work while on the go. This is where accountant apps can be very useful.
1. LifeCash
A practical app for accountants needs not only to help them to keep their clients’ finances under control, but also to provide the professionals with a way of displaying their advice to the client in a clear and interesting way. LifeCash is an app that can help accountants plan financial arrangements and will also ensure that they can manage funds and view tools to analyze those plans.
This is an excellent tool for the accountant who is looking to expand his or her business, since it allows them to create accounts easily and display those accounts to potential clients on iPads or other Apple products.
2. Dropbox
Dropbox is an essential app for accountants as it allows them to send large files to their clients in a single message rather than having to send several emails in order to supply all the information. This app can be essential for anyone who sends or receives large amounts of information over the internet, particularly when emails can’t be relied upon and information needs to be delivered quickly.
Accountants may choose to use their Dropbox app when they are sending in tax details, providing a complete review of a client’s financial dealings, or working on a large project to help a client. Being able to provide information quickly and easily is essential for accountants, so Dropbox is an app which might prove to be essential. The accountant just uploads the file to the app, and then sends an email to the client containing a link which allows the client to download it.
3. LogMeIn
This is an app designed for iPad and Android users with large screens, as it allows accountants to access their computers from their mobile phones and tablets. It is the perfect tool for someone who travels a great deal or who does not visit the business office much during the week. It is also great for anyone who has a tendency to leave important files on their work computer, as they can quickly get remote access to their desktop computers.
If a page needs printing out, for example, or a file needs emailing to your phone, LogMeIn is the perfect tool. It can be used for either Mac or PC computers.
4. SmartVault
The current trend is for paperless offices, with all the work being stored in cloud computing vaults.SmartVault is an excellent app for accountants as it allows them to keep their work in a safe location.
This mobile app is a mix of document management and remote access tool. It is also designed to be compatible with accountanting tools such as QuickBooks, and gives users peace of mind so they don’t have to worry about files clashing with the cloud software.
5. Checkbook
Checkbook is ideal for smaller firms of accountants or professionals who are working in a solo practice. This app comes in a range of options from self-accounting to multiple client features and is friendly and easy to work with. In addition, the Checkbook app is regularly updated, which means users never have to worry about using old technology that are not compatible with cloud devices or email systems.
Checkbook can also be used with a number of other apps which will help the accounting firm organize their tasks. For example, accountants might also be interested in payroll apps which help them to manage the outgoing accounts as well as any income from their clients. These apps never work independently, but should always be used with one or two other apps to get the best all-round “system” for the accountant.
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