Apps Apps Apps - June 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 June 2021.
Cheng’s Pick:
Avalara
Cloud-based tax compliance platform that automates reporting, filing, and documentation maintenance
Can assist with more than just sales tax. They also handle Use Tax, Lodging Tax, Excise Tax, Communications Tax, Customs Duty and Import Tax, VAT, and GST
Supplies rates and rules based on geolocation and product classifications
Provides sales tracking to help you know where you are obligated to register and assist with registrations if needed
Has more than $1,000 signed partner integrations to easily connect and manage transaction data across all channels
Stays on top of tax changes and rates at the state, city, and local levels so you don't have to
Knowledgeable integration team to demo and walkthrough set up and onboarding
Sandbox available for testing and training
Preview Avalara pricing before contacting them for a quote.
Volume-based pricing on all products to scale with your business. Flat subscription rates available for some products.
Dan’s Pick:
Multitouch
Multitouch is a great time-saving tool for Mac users.
It allows you to create complex actions with simple gestures on your trackpad or magic mouse. You can also create custom keyboard shortcuts to assign complex multiple keystroke functions to a single key.
Some of my favorite quick time-saving functions through Multitouch are having Copy, Paste, & Paste Values assigned to single buttons all above the Number Pad on my keyboard. This allows me to quickly move data between locations without having to shift my hand while leaving my other hand on the mouse. On the Magic Mouse, I’m able to use a 2 fingered click to create a “middle click” function. This allows me to easily open links as a new tab instead of redirecting me from my current page.
The best thing about Multitouch is that it’s very customizable and the possibilities feel endless – if you have a pesky series of repetitive clicks & keystrokes, Multitouch is the custom solution for you!
Pricing: One-time payment of $14.99
Dawn’s Pick:
Pipedrive
Pipedrive is a CRM tool, with just the right amount of details, for leads and prospects. Good for starting and tracking opportunities with both new and existing customers; streamlines sales process and provides valuable insights.
Manage leads and prospects
Customize pipeline stages. Use a template or create your own.
Track all communications and easily schedule next steps – calls, meetings, tasks, emails. Get auto-reminders
Goal tracking, conversion rates, and other monitors to keep you moving toward the sale
Automations do admin tasks for you, while integrations with your favorite tools save you time.
Pricing from $12.50-$99/mo. LeadBooster and other add-ons available.
Julie’s Pick:
GoCardless
An easy, cost-effective way to collect both recurring and one-off payments from your customers via ACH
Payments made in U.S. currency, as well as the collection of international payments from 30 countries, settled all in your home currency
With automatic payments, you know when the money will be pulled, improving cash flow
Reduces failed payments; if any payments do fail, you are notified
Fully integrates with Xero; payments are reconciled automatically to Xero invoices
It's a simple process for your customers as well. They just complete a one-time online authorization form allowing you to automatically debit their bank account whenever your Xero invoices are due. They will be notified when payment is pulled.
Transaction charges are very competitive in comparison to other payment gateways
Pricing: 1% + $0.25 per transaction Max $2.50 (US); 2% + $0.25 per transaction (International)
For demos of these apps or additional info about discounts and extended trials, please reach out admin@mataxhq.com.