{"id":45858,"date":"2020-12-16T17:07:19","date_gmt":"2020-12-16T17:07:19","guid":{"rendered":"\/us\/en\/blog\/?p=45858"},"modified":"2025-03-13T06:21:47","modified_gmt":"2025-03-13T13:21:47","slug":"best-apps-for-accounting-firms","status":"publish","type":"post","link":"\/us\/en\/blog\/best-apps-for-accounting-firms\/","title":{"rendered":"The 8 best apps for accounting firms (and their clients)"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Running an accounting firm is a big challenge, even at the best of times. As with any other <\/span><a href=\"https:\/\/www.ringcentral.com\/solutions\/small-business.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">small business<\/span><\/a><span style=\"font-weight: 400;\">, there are seemingly endless demands on your time and energy, and there never seem to be enough hours in the day to get everything done.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From prospecting for new clients to cash flow and time tracking, there\u2019s no shortage of things to keep tabs on. This is why it\u2019s so important to find tools that can help take low-value tasks off your plate. Specifically, by helping you automate or streamline workflows.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Today, there are a whole range of apps designed to do just that. Want to be accessible to clients and stay in touch with your team while you&#8217;re out and about during the day? There&#8217;s an app for that.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Need a sophisticated call forwarding setup so that you never miss a client call? There&#8217;s an app for that too.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some people still have an outdated image of accounting as simple bookkeeping. This might have been the case at one time, but today\u2014as any client who&#8217;s worked with a tech-friendly accounting firm will tell you\u2014accountants are far from just bookkeepers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From accounting software to cloud accounting solutions, to management software, to data entry, and even project management tools, it&#8217;s never been easier for accountants to communicate with their clients while on the go.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But first, you have to choose the <em>right<\/em> apps for how you and your clients prefer to work. In this guide, we\u2019ll provide more insight into these apps and what they can do for your accountancy firm\u2014<em>and <\/em>your clients:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#five\"><span style=\"font-weight: 400;\">The 5 best apps for accounting firms<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#three\"><span style=\"font-weight: 400;\">The 3 best apps for your clients<\/span><\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Let\u2019s get started.<\/span><\/p>\n<hr \/>\n<p class=\"p1\">\ud83d\udd0d\u00a0 Find out why RingCentral is the best app for your accounting firm. Get the rundown with our free accounting brief.<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/brief\/accounting_solution.pdf\" data-id=\"69d258851209b\" id=\"69d258851209b\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d258851209b.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcdd Free accounting brief<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 \u200a Find out how RingCentral can help position your accounting firm for success. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d258851209b.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\"><a id=\"five\"><\/a><br \/>\nThe 5 best apps for accountants<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">So, if you\u2019ve been in the accounting game for a while, you might already have a few favorites when it comes to accounting apps. And if your business is growing, you&#8217;ll need a service provider that can not only keep up with you, but also take your accounting business to the next level.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bottom line: If you choose the right tools, it could give you a big competitive advantage over your less nimble and flexible rivals (and we&#8217;re guessing there&#8217;s a lot of those in the accounting world). Here we\u2019ll take a look at several of the best apps that will help you build better long-term client relationships\u2014and boost your bottom line.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Apps for your firm<\/span><\/h3>\n<h4><span style=\"font-weight: 400;\">1. RingCentral\u2014an all-in-one communication platform for keeping in touch with clients and prospects<\/span><\/h4>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/9xaL89hYeFs\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/9xaL89hYeFs\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/9xaL89hYeFs\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<p><span style=\"font-weight: 400;\">Let&#8217;s face it. Clients\u2019 expectations are constantly changing, and accounting firms that fail to keep pace with this risk falling behind their more adaptable competitors. RingCentral gives you a one-stop shop for secure business communications, bringing together video conferencing, messaging, cloud-based phone calls and more\u2014all in one easy-to-use app. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">But what makes this a really practical tool for accountants is that it works across every type of device (iOS, Android, Mac, and PC) and has thoughtful features like:<\/span><\/p>\n<ul>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/features\/voicemail\/overview.html\">Voicemail<\/a> \u2014 This isn&#8217;t just your average phone voicemail. With RingCentral, you can have visual voicemail (for when it&#8217;s more convenient to read your voicemails instead of listen to them) and even get your voicemails automatically sent to your inbox.<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/features\/call-forwarding\/overview.html\">Call forwarding<\/a> \u2014 Route incoming calls to any (or all!) of your devices, any department, and any location\u2014ringing them sequentially or simultaneously. You&#8217;ll never miss a call again.<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/features\/auto-attendant\/overview.html\">Auto-attendant<\/a> \u2014 No receptionist? No problem. The auto-attendant acts as a virtual receptionist service, greeting your callers and routing them directly to other people on your team.<\/li>\n<li><a href=\"https:\/\/www.ringcentral.com\/office\/industry-solutions\/professional-services-firms-cloud-phone-systems.html\">And more&#8230;<\/a><\/li>\n<\/ul>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/mowery-schoenfeld-customer-story\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn how Mowery &amp; Schoenfeld, LLC<\/a>, a Chicago-based accounting firm, became one of the best places to work\u2014and provides an amazing client experience no matter where their team is.<\/p>\n<\/div>\n<p><span style=\"font-weight: 400;\">Remote working is becoming increasingly commonplace, and a lot of office-based roles are now being carried out from places outside the office. This means, of course, that ensuring reliable communication is even more important. RingCentral is helping accountants continue to provide an excellent standard of service to their clients with personal <a class=\"waffle-rich-text-link\" href=\"https:\/\/www.ringcentral.com\/video-call.html\">video calls<\/a> from anywhere. This is a great way of providing a reassuring, personal touch.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tools like RingCentral are designed to not only integrate with common apps that accountants typically use, but also create a better client experience by making sure you stay accessible to them when they have pressing questions about which receipts they need for their tax return and what they can and can&#8217;t claim and&#8230; you know what we&#8217;re talking about.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">RingCentral has other useful features like screen sharing\u2014maybe you&#8217;re on a call with a client and need to show them something on your screen:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45844\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/glip-screen-share-e1608128395883.png\" alt=\"ringcentral screen share\" width=\"900\" height=\"563\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Or maybe you want to share some files with your client\u2026<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45850\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/glip-file-sharing-e1608131649612.png\" alt=\"glip file sharing\" width=\"900\" height=\"563\" \/><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83c\udfc6 Did you know:\u00a0<\/b><\/div>\n<p>RingCentral is a <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/pc-mag-ringcentral-editors-choice\/\" target=\"_blank\" rel=\"noopener noreferrer\"><i>PCMag<\/i>\u2019s Editors\u2019 Choice Award<\/a> winner because of its reliable service and easy-to-use app (among other reasons)!<\/p>\n<\/div>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how fast-growing accounting firms use RingCentral. Book your product tour today!<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udcb0<\/span> You can also <a href=\"http:\/\/www.ringcentral.com\/roi-calculator\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"s2\"><b>use this calculator<\/b><\/span><\/a><b> <\/b>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other\u2014and clients.<\/p>\n<hr \/>\n<h4><span style=\"font-weight: 400;\">2. Xero app\u2014comprehensive and user-friendly<\/span><\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-43299\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/xero-financial-tool.png\" alt=\"xero financial tool\" width=\"1000\" height=\"508\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Xero is one of the most popular accounting solutions available. Given the range of features it offers, it\u2019s not hard to work out why. The Xero app offers a one-stop solution for a whole host of different accounting functions, including invoices, claims, receipts, and income reports. Its add-on marketplace also means it\u2019s easy to add more functions in real time as and when you (and your clients) need to.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are other advantages as well. These include Xero\u2019s user-friendly interface, which is easy even for relative novices to navigate. You can also add unlimited users. This differentiates Xero from some other apps that require you to pay before you can add more users over and above a certain limit.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a cloud accounting tool, it puts everything together in a shared database, which makes it easy for accountants and their clients. Its flexibility and add-ons, meanwhile, make it especially convenient for startups and small business owners.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">3. Boomr: simple time tracking for CPA firms and clients<\/span><\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45859\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/boomr-account-app-e1608137793304.png\" alt=\"boomr accounting app\" width=\"900\" height=\"501\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Time tracking, as we\u2019ve already noted, can be a huge challenge both for accountants and clients. Boomr takes much of the hassle out of it by integrating your chosen accounting software with timesheet management.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Accountants can also join Boomr\u2019s Trusted Advisor Program. That not only gives your accounting firm a free lifetime Boomr account but also offers other benefits including wholesale pricing for clients.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s more, Boomr can offer potentially substantial savings for your clients\u2014something they\u2019re sure to thank you for. This is because it helps to strip away unnecessary administrative overheads and timesheet padding, effectively doing away with a lot of wasteful expenditure and giving clients a truer overview of <a href=\"https:\/\/thedigitalprojectmanager.com\/projects\/leadership-team-management\/time-tracking-budgeting\/\">time tracking for budgeting<\/a>. All serving to make invoicing easier and more accurate.\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">4. Hubdoc: secure access to clients\u2019 bank accounts<\/span><\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45860\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/hubdoc-accounting-app-e1608137828786.png\" alt=\"hubdoc accounting app\" width=\"900\" height=\"513\" \/><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re running accounts for large numbers of clients, Hubdoc is a practical solution both for you and for them. It\u2019s an app that allows you secure access to clients\u2019 bank accounts, saving them the trouble of having to send you send their statements or granting you read-only access.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, all they have to do is log in to their online banking account and set up a HubDoc connection so that you can check in on it for yourself, entirely securely.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The app downloads bank statements automatically and can also extract PayPal CSV files on your behalf. That\u2019s one less job for you to worry about, leaving you more time to do other things. In addition, HubDoc takes care of invoices, credit card receipts, and bills, and you can sync these documents with other apps including Xero and Intuit QuickBooks.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">5. Becker\u2019s CPA Exam Review: perfect for CPA study<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Preparing for a certified public accountant (CPA) exam is a serious undertaking. Clearing this hurdle is a prerequisite in order to become a US-certified public accountant and setting up an accounting practice. It consists of four sections, each lasting four hours. These are auditing and attestation, financial accounting and reporting, business environment and concepts, and regulation. Clearly, then, passing this exam requires serious hard work and studying.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, there\u2019s an app for that. Becker\u2019s CPA Exam Review is a perfect choice for CPA study. It offers up to 275 hours of audio and video lectures, unlimited practice tests, three simulated exams for each section of the CPA exam, over 400 task-based simulations, and more than 7,000 multiple-choice questions. It also comes with an interactive study planner to help would-be certified public accountants keep track of their studies.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><a id=\"three\"><\/a><br \/>\nThe 3 best apps for your clients<\/span><\/h3>\n<h4><span style=\"font-weight: 400;\">1. RingCentral: desktop and mobile app for clients to reach you at all times<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Yes, it\u2019s RingCentral again, and we\u2019re not just saying that because it\u2019s our solution! We\u2019ve already talked about the accounting application your firm can put RingCentral to. At heart, though, our software and apps are about communication, and that includes the client experience too.<\/span><\/p>\n<p>For example, you and your clients can talk to each other on the app via both computers and mobile devices. Need to step away from your desk? Just hit the Switch button to flip the meeting to your phone without interrupting the conversation:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44983\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/switch-devices.png\" alt=\"switch call from video to phone\" width=\"819\" height=\"488\" \/><\/p>\n<p><span style=\"font-weight: 400;\">With RingCentral\u2019s impressive functionality, your clients can reach you whenever they need, and wherever they are. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only that, you can even switch your call with a client from a phone call to a video call\u2014just in case you want to have a face-to-face conversation:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44978\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/11\/Call-to-Video-GIF.gif\" alt=\"flip from Call to Video\" width=\"375\" height=\"812\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Whether they\u2019re using a Microsoft desktop or an Android or iOS mobile device, you\u2019re only a couple of clicks or taps away.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That means they can either talk to you or just send a quick message to resolve any questions, with minimum fuss. <\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">2. LastPass: lets CPA firms share passwords with clients<\/span><\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-43741\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/lastpass-password-management-tool-e1608137491820.png\" alt=\"lastpass password management tool\" width=\"900\" height=\"664\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Sharing passwords with clients can be tricky for you and a little unnerving for them. Often clients hesitate (understandably enough) before handing out passwords for fear that their security might be breached. One app that simplifies matters for accounting firms and clients simultaneously is LastPass. It allows for simple password sharing with clients and is perfect for managing passwords across all your team members.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">LastPass offers an Administrator Plan, which comes equipped with an array of detailed controls so that you can manage the passwords and logins of everybody else on your team. As you\u2019ll already understand, it can be a major security vulnerability when employees write passwords down on Post-It notes or store them willy-nilly on their computer. With LastPass, you can create a master password and let the app do the rest.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">3. HubSpot CRM: a convenient CRM tool<\/span><\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-43939\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/09\/image12-1-e1607611137227.png\" alt=\"Hubspot Sales - Sales Software for Small to Enterprise Companies\" width=\"900\" height=\"563\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Customer resource management (CRM) can at first seem quite forbidding for a lot of small firms. The prospect of getting to understand it seems to intimidate many of them. So much so that they often don\u2019t bother with it at all. With HubSpot CRM, however, it\u2019s quite simple and, best of all, it doesn\u2019t come with the prohibitive pricing that many CRM solutions do\u2014it\u2019s totally free to use.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Better still, HubSpot offers easy<\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/call-with-ringcentral-for-hubspot\"><span style=\"font-weight: 400;\"> integration with RingCentral<\/span><\/a><span style=\"font-weight: 400;\">. You can make and sync RingCentral calls through HubSpot. It\u2019s simple: once you connect RingCentral with HubSpot, all you have to do is select the former as your call provider. This enables you to listen to voicemail, send and receive SMS messages, access your RingCentral Company Directory to call colleagues, and directly schedule RingCentral meetings.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-45704\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/12\/sync-hubspot-recordings-ringcentral-e1607611674670.png\" alt=\"sync hubspot recordings ringcentral\" width=\"800\" height=\"502\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Accounting technology that can transform small business<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There\u2019s much to consider as we look to the future for small business. The rise of <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/remote-working-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">remote work<\/span><\/a><span style=\"font-weight: 400;\">, in particular, is bringing about major changes for small, medium, and large-scale enterprises alike. Along with the pre-existing trend towards automation, this adds up to nothing short of a revolution in business practices.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Without question, running a small business is tough. There are all sorts of things you have to juggle\u2014from <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-engagement-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">customer engagement<\/span><\/a><span style=\"font-weight: 400;\"> to staff training, and, of course, budgeting and accounting. Choosing the appropriate technologies is therefore something that every business must take seriously.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The question here, then, is which criteria you need to take into account when choosing the right accounting tools for your small business. It\u2019s important to think carefully about this so you know exactly what you\u2019re looking for. Here are some key criteria you should consider:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Your overall budget. How much can you afford to spend on accounting software?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Add-ons. What additional features will your company need as it expands and your business needs evolve?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Cloud accounting. Can you access your accounts from wherever you happen to be? More and more of us are doing business on the move.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Your own accounting skills. How knowledgeable are you when it comes to handling finances?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The specific requirements of your business. You must choose software that\u2019s suited for your business and its individual needs.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">When choosing accounting software, thorough research is always vitally important. You\u2019ll soon see what a transformative impact this can have on your business\u2019s bottom line\u2014which is, after all, the most important thing.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">How to choose the right accounting software<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are many different accounting solutions on the market, not to mention other more general tools like Dropbox or Evernote that can also prove invaluable. In this concise guide we\u2019ve only been able to introduce you to a few possible solutions. But that should have been enough to demonstrate what accounting software can do to benefit your business. All of which leaves you with more free time to do what really matters\u2014taking your company to the next level, winning over new clients and customers, and boosting your profits.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Again, before you choose any accounting software, make sure you\u2019ve properly weighed up the relevant pros and cons. Ensure that the <\/span><a href=\"https:\/\/www.ringcentral.com\/office\/plansandpricing.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">plan and pricing<\/span><\/a><span style=\"font-weight: 400;\"> structure is right for your business and that it offers the kind of functions that\u2019ll make it worth the money you pay for it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The worst thing you could do is rush out, pay for software, and then find it\u2019s of little practical use to you. Thorough research can save you valuable money and your business will reap the rewards.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Running an accounting firm is a big challenge, even at the best of times. As with any other small business, there are seemingly endless demands on your time and energy, and there never seem to be enough hours in the day to get everything done.\u00a0 From prospecting for new clients to cash flow and time &#8230;<\/p>\n","protected":false},"author":29,"featured_media":45861,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901,18669,28378],"tags":[29190,29189],"class_list":["post-45858","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","category-verticals","category-professional-services","tag-accounting-apps","tag-apps-for-accountants"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The 8 best apps for accounting firms (and their clients) | RingCentral Blog<\/title>\n<meta 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