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

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).


This is an excerpt of the full web page. To see the rest, click here!

Previous Article
Jennie Approved Applications
Jennie Approved Applications

Next Article
What You Need from Bookkeeping Software
What You Need from Bookkeeping Software

Choosing the right software for yourself and your business can be overwhelming. You’ve got a lot to deal wi...