Apps Apps Apps - January 2021
Adding the right applications to your business can streamline operations, create efficient processes, and save you time and money. But where to start? There are 1,000’s of applications out there, many solving the same or similar issues. Each month, we research, trial, and review dozens of applications; constantly searching for the ideal solutions for our clients. We have an internal rule that any application we recommend must solve at least three problems.
Each month, members of the MATAX team pick their favorite of the month. Here are the selections for January 2021.
Julie's Pick
CollBox - If chasing delinquent or slow-paying accounts is a pain point for your client, CollBox is a cost-effective and streamlined solution for collections without having to hire an internal resource or doing it themselves. This is also a great value-add service for Accountants to provide their clients.
The debt collection process is automated by connecting to your cloud accounting software, identifying delinquent accounts, and instantly pairing that debt with the best collection agency.
Accountants can monitor all of their clients’ Accounts Receivables through the CollBox AR dashboard.
Monitoring is free of charge with no subscription fees. If there is a debt that you want to collect on, CollBox provides the agency’s rate upfront and you only pay their fee when they successfully collect for you.
CollBox has taken its service a step further with the recently released Assist product. A client can give 5 accounts a month to a dedicated receivables specialist with weekly or bi-weekly touches by phone/email.
Cost: $0 and up
Dan's Pick
Shogo is an integration between your accounting platform and POS system that automatically posts sales data daily into your accounting system. It primarily integrates with POS systems in the food service industry such as Toast, Revel, and Shopkeep. Shogo can benefit your accounting and internal processes in a number of ways:
Detail: You will have a granular daily view of sales in your accounting platform. This means that from within your accounting system, you can view all the information for that day of sales within one posting.
Efficiency: You will be able to view sales data faster than if you were manually posting your sales data from POS reports. Shogo automatically posts the previous day's sales data every morning into your accounting platform.
Time Saved: Shogo will save your staff (and accountant) time via automation - with this integration, your staff would save time by no longer having to download and prepare the reports from your POS and by no longer having to spend the time creating manual postings in your accounting platform.
Accuracy: By automating the sales reporting process, the potential of human error is eliminated.
Growth: Shogo will also provide you with flexibility for growth and expansion with multiple location-tracking functionality - If you open multiple locations in the future that use the same POS, Shogo is capable of creating accounting postings tracked by location.
Cost: $15-$30/mo, per location
Cheng's Pick
TaxJar is a cloud-based sales tax compliance platform that delivers accuracy, performance, and reliability through the automation of sales tax calculations, reporting, and filing.
Helpful integration team and a responsive support team for questions that arose after set up.
You can choose to file yourself with sales tax data in TaxJar or sign up for Autofile and TaxJar will file for you.
Provides economic nexus threshold tracking and state registration services at $100 each state.
Easily connects with eCommerce platforms, marketplaces, and carts in minutes to generate precise sales tax rates and calculations at the state, city, and local levels in real-time.
Stays on top of tax changes and rates at the state, city, and local levels so you don't have to.
Cost: $19+/mo
Dawn's Pick
Mistake free writing! Type as fast as you want and let Grammarly fix spelling mistakes, sentence structure, and even the tone of your messages, documents, and social media posts, and much more. A must for anyone communicating with anyone.
Organizes feedback by theme. Sometimes you want to be formal, sometimes informative, other times light-hearted. Grammarly can help you set the tone.
Works with all major email, and social platforms as well as Word, GDoc, within innumerable other apps. Create within or drag and drop docs into Grammarly for an instant check.
Provides clarity by offering suggestions.
Plagiarism checker --make sure your content is 100% yours.
Formatting suggestions to help make your text more readable.
Cost: $Free for basic, $11.66/mo to $12.50/mo for annual plans
For demos of these apps or additional info about discounts and extended trials, please reach out to us here.
