Recommended Apps for Accountants & Bookkeepers

January 20, 2016 Blake Oliver

Here's my list of top cloud accounting apps to use for your firm and with your clients.

Apps for your firm

There are great apps that you can use internally to effectively run and promote your firm.

Document Management

Hubdoc - Hubdoc securely connects to your bank accounts to download bank statements and check images automatically. It even extracts monthly PayPal CSV files for you without any effort on your part.

The more clients you have, the more time you save. Plus, you don't have to ask your clients to set up read-only access to their bank accounts — they can set up the HubDoc connection by entering their regular banking logins from their computer.

The app also handles receipts, invoices, and bills. You can sync these documents into other accounting apps including Xero, QuickBooks, and Bill.com.

HubDoc is objectively amazing, but I may be a bit biased since they included me in their Top 50 Cloud Accountants of 2015 (North America).

 

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