So last week I was running one of my group coaching calls.
And one of the members of my programme asked a question around what productivity apps or platforms people are using to improve the productivity of both themselves and their teams.
What a great question!
In an increasingly technological world, more and more apps exist to make life easier for people to simplify tasks, so it makes sense that we use them.
So, what are some of the top productivity apps being used by accountancy practices right now?
Here are some of the more popular ones that were mentioned:
Trello is a fantastic task management app that you and your team all can have access to. It gives a visual overview of what tasks are being worked on and by whom. Using Trello can help you and your team stay organised and on track of everything going on in your practice.
Asana is another great task management app that can allow you to organise and plan workflows, projects and tasks and assign them to different team members. You can see how projects are progressing in real time, allowing you to ensure everything is on track.
TOP TIP – you can link Asana and Zapier to automatically create template projects and tasks e.g. a list of onboarding tasks when signing up new clients.
Wunderlist is the ultimate to-do list app. It syncs across various different platforms, meaning you’ll be able to access it on your computer at work or at home on your mobile when something you need to get done pops into your head. It takes away the need for a traditional paper and pen to-do list and makes everything much more streamlined.
Notion is another superb task management app that also has space to upload all of the necessary documents you and your team will need to get tasks done. It’s been billed by many as the best productivity tool they’ve ever used!
Slack is an interface that allows you and your team members to communicate with each other quickly and easily. It’s ‘where work happens’. It’s a messaging app and much much more. I use this in all of my businesses.
AccountancyManager is award-winning, time-saving practice management software. It can automatically chase records from your clients and automatically build a plan for your week based on deadlines. All this automation can only mean one thing, increased productivity!
WorkflowMax offers you a complete, cloud-based solution to manage your projects and jobs. If you’re already a Xero user, you’ll find adding WorkflowMax offers increased value to your business.
Senta is a dedicated accountancy practice management tool that allows cloud-based CRM, marketing, workflow, email automation, secure document storage system which can give valuable insights for you and your team.
9. Last Pass
Always find yourself forgetting your password for your email? Or one of the other platforms listed within this article? With LastPass, you won’t need to rely on your memory to store your passwords any longer. It lets you save sites as you login to them and it’ll securely and safely store your password for each saving you the hassle of trying to remember.
Zapier is a tool that allows you to connect the apps you use every day to automate tasks and save time. There are over 1,000 integrated apps that you can connect to create your own automations. You can connect two or more apps and automate repetitive tasks without coding or relying on developers to build integrations.
11. G Suite (Google Suite)
G Suite is a place where all the best Google apps (such as Gmail, Google Docs, Google Drive and Calendar) come together. It allows you and your team members access to work on documents at the same time, with all changes automatically saved in the cloud.
Are there any other apps or platforms you use that increase productivity in your accountancy practice?