⚒️ Apps mentioned today (let me know if I missed any)
Copilot for client portal stuff https://www.copilot.com/
Karbon for client-centric PM things https://karbonhq.com/
SafeSend for tax workflows https://safesend.com/
Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
Discord for team chat https://discord.gg/
Slack for team chat https://slack.com/
Zoom for video conferencing https://zoom.us/
Google Meet for video conferencing https://meet.google.com/
Digits for quality assurance https://digits.com/
Scrutinize for quality assurance https://scrutinize.io/
VerifyIQ for quality assurance https://verifyiq.co/
OpenPhone for your phone & SMS https://openphone.com/
Dialpad for your phone & SMS https://www.dialpad.com/
Fathom for advanced reporting https://www.fathomhq.com/
Reach Reporting for advanced reporting https://reachreporting.com/
Spotlight for advance reporting https://www.spotlightreporting.com/
G-Accon for spreadsheet automation https://www.accon.services/
LiveFlow for spreadsheet automation https://liveflow.io/
Amalgam for spreadsheet automation https://www.amalgam.me/
Ignition for proposals & payments https://ignitionapp.com/
GoProposal for proposals & payments https://goproposal.com/
Anchor for proposals & payments https://www.sayanchor.com/bookkeepers/
Royalwise for training https://royalwise.com/
Uncat for uncategorized transactions https://uncat.com/
RightTool for making QBO better https://righttool.app/
QuickBooks Online for ledger things https://qbo.intuit.com/
Xero for ledger things https://xero.com/
Keeper for month end close management https://keeper.app/
FloQast for mid market month end close management https://floqast.com/
Aider for hybrid PM and month end close management https://www.aider.ai/
1Password for password management https://1password.com/
LastPass for password management https://www.lastpass.com/
Practice Protect for password and identity management https://practiceprotect.com/
Gusto for payroll https://gusto.com/
Rippling for payroll and PEO https://www.rippling.com/
ADP for outsourced payroll https://adp.com/
Justworks for PEO https://www.justworks.com/
Dext for receipt management https://dext.com/
Content Snare for requests https://contentsnare.com/
Calendly for scheduling https://calendly.com/
Client Hub was mentioned for potentially integrating client meetings https://clienthub.app/
💰 Today's Sponsors
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What is Jason Daily?
Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.