CPAs are busy people. They face massive workloads. The working hours are long and thanks to the availability of the internet, their day never seems to finish. Of course \u2013 managing multiple client meetings, meeting deadlines and fulfilling other professional commitments become difficult if CPAs don\u2019t keep a track of their tasks.<\/p>\n\n\n\n
In this digital age where almost everyone relies on mobile apps and online tools to organize their work, we wonder why CPAs get left behind. To give a boost to their productivity, here are 7 nifty tools that they can use to spend less time organizing and more time working:<\/p>\n\n\n\n
1. Evernote<\/strong><\/p>\n\n\n\n This note-taking app <\/a>is a boon to those who can\u2019t remember half of the things or can\u2019t decipher their notes because their short-hand is so bad. With Evernote, client meetings will become a breeze because the CPAs can make notes on it or put reminders for consistent follow-ups. The app can be used on desktop, smartphone and tablet.<\/p>\n\n\n\n 2. Skype<\/strong><\/p>\n\n\n\n Speaking on the phone or exchanging emails with clients is OK but Skyping with them is a major productivity booster. Imagine how much CPAs can cover if they have regular face-to-face meetings with their clients? Plus, a face-to-face conversation (online or otherwise) always helps to establish a bond faster. What do you think?<\/p>\n\n\n\n 3. Slack<\/strong><\/p>\n\n\n\n This is a team chat or collaboration tool<\/a> which lets multiple users chat on the same group. Consider it as a more professional version of WhatsApp. CPAs can create multiple groups and categorize all the clients project-wise. Slack archives all communication threads and it can be used on desktop and on smartphone.<\/p>\n\n\n\n 4. Trello<\/strong><\/p>\n\n\n\n CPAs can create different boards for different clients and then add cards to each board, denoting tasks. The best feature about Trello<\/a> is that it sends multiple reminders \u2013 often bombarding the inbox, if left unattended. This is helpful when a CPA is closing in various projects at the same time.<\/p>\n\n\n\n 5. Wunderlist<\/strong><\/p>\n\n\n\n As the name suggests, this is a list-making tool \u2013 which can be accessed on multiple devices. CPAs can add anything from the web to the tool. It can send out notifications via various mediums such as email, push (sending a message to your phone at a given time) and within the app. Moreover, the lists can be shared with colleagues and clients quite easily. The CPAs can group all related lists in one easily accessible folder.<\/p>\n\n\n\n