Apps Apps Apps - Q4 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 quarter, members of the MATAX team pick their favorite.  Here are the selections for Q4.

 

Julie’s Pick:

Track1099

Secure, easy-to-use app for Accounting firms and business owners to manage and electronically file 1099 and various other forms.

- Eliminates the manual effort of purchasing and printing multiple forms in-house, mailing, and filing with the IRS.
- Accountant dashboard is ideal for multi-client 1099 management and filing.
- Request W-9 forms from service providers using just an email address and be notified when they are signed.
- Seamless integration with accounting software like Xero and the flexibility to import from a spreadsheet or enter data manually.
- Errors or missing information notifications are right in the dashboard so that fixes can be made before filing.

 

Pricing: Requesting W-9’s is free of charge; filing starts at $2.99 each with volume discounts.  Multi-client dashboard is $199/year

 

Cheng’s Pick:

Gusto

Cloud-based payroll platform offering full-service payroll, expense reimbursements, HR, and benefits.

- Automatically files your payroll taxes and tax returns to keep you compliant.
- Expense feature allows payroll administrators to approve submitted expenses or decline expense requests with a  note.  Reimbursed expenses are included in the employee paychecks.
- User-friendly online employee onboarding process allows employees to sign and submit documents and onboard themselves.
- Straightforward interface and dashboard with a list of important tasks to keep you compliant
- Allows employers to customize their own benefits packages from health insurance, 401K, commuter benefits cash accounts, emergency cash advance, FSA/HSA, & workers comp.
- Integrates with multiple accounting & time tracking applications to keep everything updated and in one platform.

 

Pricing: Gusto pricing is available in 3 tiers, based on needs and number of employees

 

Dan’s Pick:

EpocCam

If you're unhappy with your current webcam or don't like having an extra piece of computer equipment around, EpocCam may be a solution for you. EpocCam is an app that allows you to use your smartphone camera as a webcam on your computer. You can connect your phone & computer wirelessly or via USB and it provides great flexibility & portability. The app supports a 1080p resolution on the paid version. The free version is only a 640x480 resolution & has a watermark, but is still solid in a pinch.

 

Pricing: One-Time $7.99 purchase or limited Free Version

 

Dawn’s Pick:

Xero

Connect and collaborate with online accounting.

Xero is intuitive, performing time-consuming, complex accounting tasks, saving you time and giving you beautifully simple views of where your cash is going. Powerful and robust AI helps you to get your finance tracking on autopilot.

Run your business on the go
Use the mobile app to reconcile, send invoices, create expense claims and view reports – from anywhere.

Get paid Faster
Send online invoices, see when they have been opened, and give a payment link for seamless payment.

Reconcile in seconds
Xero imports and categorizes your latest bank transactions allowing you to make the best use of your time. Just click OK to reconcile.

Collaborate
Internally or externally, you can collaborate with co-workers, a bookkeeper, and your accountant. Different roles and permissions depending on work and views.

Additional Features
Project & Time Tracking
Expenses
Document Management
Mobile App

 

Pricing: Xero has plans that fit every business from $12 for-$65/mo

 

For demos of these apps or additional info about discounts and extended trials, please reach out admin@mataxhq.com.

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