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Do you ever feel like starting an accounting firm is an uphill climb? From managing endless client demands to keeping tabs on invoices and workflows, the chaos can be daunting. The good news? You don’t have to do it all alone. The right apps can be your ally for cutting through the clutter and running your firm like a pro. Here are five must-have accounting apps to help you simplify operations and build a thriving accounting practice from day one. 

Practice Ignition 

Onboarding new clients can feel like herding cats—but Practice Ignition makes it seamless. This app automates proposals, contracts, and payments, helping you start client relationships on the right foot. You can send a client a proposal via Practice Ignition. They can review it, sign digitally, and set up payment—all in one go. That’s onboarding done right. 

Why it’s worth it 

  • Prebuilt templates for polished proposals. 
  • Automated billing that ensures you get paid on time. 
  • Analytics to track which clients engage with your proposals. 

Forwardly 

When it comes to payments, time is money—and Forwardly delivers both. Forwardly is revolutionizing how small businesses manage accounts payable (AP) and receivable (AP) with its real-time payment capabilities. This means you get paid faster with instant payments, which is a game-changer when 82% of small businesses experience cash flow issues at some point.

Let’s say a client needs a payment processed urgently to meet a vendor’s deadline. With Forwardly, you can send funds instantly and keep your client happy—all without breaking a sweat. 

What makes Forwardly stand out 

Amalgam 

Amalgam reduces the time to close books by eliminating manual record-keeping and data entry. Take the 15+ hours a month it saves you and spend it where it matters most—growing your business and serving your clients. 

Why Amalgam is a must-have 

  • Automates financial close processes to speed up month-end reporting. 
  • Reduces errors by seamlessly integrating with accounting software. 
  • Connects to your most-used tools in seconds. 

Uncat 

Streamline the process of fixing uncategorized transactions with Uncat, which integrates effortlessly with QuickBooks Online (QBO), QuickBooks Desktop (QBD), and Xero. Uncat automatically captures all transactions needing categorization, ensuring nothing slips through the cracks. 

How Uncat makes it easy 

  • Categorizes uncategorized transactions effortlessly. 
  • Captures all transactions that need attention, ensuring nothing is overlooked. 
  • Streamlines the process of fixing transactions through a user-friendly dashboard. 
  • Uploads receipts instantly via email, text, or direct uploads to eliminate manual data entry. 

CPA Pilot  

Accountants are always pressed for time, working against tight deadlines. CPA Pilot is an AI tax assistant, here to change that. It saves you from unnecessary stress by providing the precise information you need, exactly when you need it. CPA Pilot offers both tax support and tech support. It simplifies complex tax issues and provides step-by-step guidance for software like Drake, TaxDome, and QBO. 

Why CPA Pilot is a must have 

  • Provides answers as good as a tax attorney 
  • Automates time-consuming tasks like tax research, client communication, and content creation. 
  • Gives immediate help instead of calling customer support or spending hours looking for the answer online.

The bottom line 

Launching an accounting firm comes with its challenges, but the right accounting apps can help you work smarter, not harder. Did you know that Forwardly’s real-time payments can improve cash flow management by 50%? If you’re serious about getting paid faster and automating your AP processes, give Forwardly a try. With these apps in your toolbox, your accounting firm will be running like a well-oiled machine in no time! 

Faster payments that don’t cost an arm & a leg—Forwardly delivers!

 

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