In this list of the best software for accounting firms, we will provide you with applications covering the different needs of a firm.
For example, you will find task management software, customer management software, and applications for collaborative working.
Accountants and chartered accountants have special needs on a daily basis in order to perform their various tasks. These tasks are not limited to editing pay slips, profit and loss accounts, balances of accounts or balance sheets.
This comparative ranking of the best software for accounting firms allows you to have visibility on what is the most adapted to your business problems, in order to gain in efficiency, save time and gain in quality of work.
With digitalisation, digital tools and applications have become the norm in accounting, but not all of them are adapted to the constraints of this world.
Outmind is a powerful search engine that uses artificial intelligence to efficiently find information in the company.
The application also allows you to easily classify information, on top of the existing tools in the office (server, SharePoint, emails, etc). You will be able to group documents and information in one place, wherever they are stored.
Go to Outmind
It is possible to dictate texts rather than write them. This makes it possible to gain speed because the speed of diction is much more important than the speed of writing.
For this you can use a tool like Dicma, which is a digital dictation application with voice recognition.
Go to Dicma
The Microsoft 365 software suite offers a complete universe for creating and managing documents, all in the cloud. You can also collaborate effectively with video and messaging tools. You will find software such as SharePoint (collaborative work), Onedrive (storage), Teams (messaging / video) and Outlook (email).
Go to Microsoft 365
HubSpot CRM is a tool that allows you to organise and track your leads and customers. This software allows you to have a global view of the entire sales pipeline, and a follow-up of all contacts.
Go to HubSpot
With 25 years of experience with law firms, companies and notaries, GETELA handles your inbound calls with its teams from France. They are trained in the requirements of our business in order to provide the best possible response to our clients.
Go to Getela
Todoist is an application that allows you to note and plan your tasks in a simple way. More efficient than the A4 sheet of paper used to note down your tasks, this tool allows you to prioritise and define recurrences, so as not to miss deadlines.
Go to todoist
Monday.com is an application that allows you to organise your team's workflow, whether for specific projects or for specific areas such as HR.
Go to Monday.com
The number of different applications we use is increasing, and with it, the number of logins to connect to them. In order to keep them securely on hand, without having to use the same one all the time (which is an obvious security risk), using a password manager like Dashlane is a must.
Go to dashlane