Software We Recommend

No matter the size of your business, the right software can make it much easier to keep day-to-day operations running smoothly. These are some of the programs we recommend using for various business purposes.

Smartsheet

www.smartsheet.com
Online project and task management system

Hubdoc

www.hubdoc.com
Automated document retrieval

Smartvault

www.smartvault.com
Encrypted data storage and delivery

QuickBooks

www.quickbooks.com

QuickBooks Online

www.QBO.com

ACT contact management

www.act.com
CRM

HandHeld Contact

www.handheldcontact.com
Sync’s ACT CRM to mobile devices

Topline Designer

www.toplineresults.com
Design custom tables for ACT

Lastpass

www.lastpass.com
Password manager

Crashplan

www.crashplan.com
Backup service for Mac and Windows

OneNote

www.microsoft.com
Part of Office 365

Snagit

www.techsmith.com
Screen capture and Video software

FloQast

www.floqast.com
Monthly Accounting Software closing

SimplyFile for Outlook

www.techhit.com/simplyfile
Autofiles your emails to specific folders

TSheets

www.tsheets.com
Time tracking and scheduling software that integrates with QuickBooks and other accounting software