From invoicing to financial document handling, there are apps that make the life of accountants and CPAs easier.
Preparing invoices, processing payments, tracking expenses – accounting can consume a lot of your time. CPAs and accountants should not wait to sit in front of their computers, in order to check account balances or invoices. The ability to access these on mobile is a critical business need.
Accountants may not think the usage of mobile for business, but with the ability to check accounting status on Smartphones and tablets; these devices have swiftly created a significant place on our daily lives.
Few apps in your Smartphone or tablet could do the magic.
Dropbox, a cloud storage solution, is still one of the best apps for file-sharing. The ability to access documents anytime, anyplace can transform the way you work. Instead of sending large files through mail, you can store files in Dropbox and simply provide the link for sharing. This comes out as a handy app especially for large files.
The app offers personal plan at 2 GB for Free, while the Pro plans includes 100, 200 and 500 GB options, ranging from $9.99 to $49.99/month. For business, they provide unlimited storage space for $125/user/year.
Cloud accounting application, FreshBooks is the fastest way to manage invoice, collections, revenue, time tracking and other functionalities that accountants and CPAs need to run in the cloud. One of their biggest positive is that they have designed a user-friendly program to make accounting painless. The app being fully cloud functional, can be used anywhere and anytime on your mobile.
The app is free for 3 clients. If you need more than that, it offers quite a few options. You can manage upto 5000 clients for $149/month.
One of the best features this app has is the concept of notebooks. One can easily put photos, documents and lists in assorted notebooks that can be accessed later. Evernote is a digital file cabinet, with a simple interface and more conducive to make simpler notes. The app provides you the control for organizing your information. After all, you are trying to get even more organized.
The app provides 40MB monthly upload free while the premium is $5/month.
Xero, accounting software business, aiming to be the accounting solution for today’s SMBs launched its app in 2012. With this app, you can add as many users as required with no additional fees. The software can be used to connect your credit cards and bank accounts, automatically downloading the transactions when they occur. You can create bills as the job is done and see the client’s last invoice without opening the browser.
The app is free with Xero subscription.
The app is in itself a collection of accounting apps for SMBs. It can send invoices along with adding new client records. There is a simple cash flow analytics with a clean and fluid look. It provides almost all necessary features except for time tracking. As long as your payment provider supports automated transactions, you are good to go with this app. You are sure to like their beautiful sales app.
It’s absolutely free, except for payment and payroll features (which are low-priced).
If you are in need of a solid editor app in your smartphone, then consider QuickOffice. Google’s acquired QuickOffice offers almost everything at one place. It provides a robust Office document editing suite that allows you to edit the files right from your Smartphone. It works with email attachments, local files and cloud-based storage services like Dropbox.
It may vary from free “Lite” version to $19.99/download.
SageOne, online invoicing and accounting app, helps to manage the accounting workflow and works perfectly with Google Apps. The app lets you spend money or send bills to customer, anytime and take payments easily. It also records the expenses/payments in real time, when you are with the client.
With the app, you can create and mail invoices directly to clients, reconcile their bank and submit VAT returns anytime, from anywhere with an internet connection.
The app is available for Free.
Kashoo is packed full of features, powerful and accessible from anywhere. It gives you the control to manage finances on the go. Since the app is designed for small business owners, no accounting knowledge is required. Track bills and receipts by snapping photos. The app generates automatic reports at regular intervals giving you insights into financial health of your business.
The double-entry accounting program lets you implement necessary functions like tracking expenses, sending invoices and processing payments.
There is a FREE 30-day trial and then subscription for $20/month or $192 for year.
You may have sleek design Smartphone with cutting-edge specs, but if you don’t have the right apps, you are missing out! After all, this is the age of always connected accountant.
So there it is – No matter how far you travel, these apps will keep your accounting in order. Please take a note; this is a list and not a ranking of apps, so the order of appearance does not have any significance.