Apps, Software, & Everything In Between
Our Take on Tech
Must Haves
The following apps are our favorite apps out there. These apps are in our stack and the first ones we recommend when assisting our clients. Click on the plus sign next to Learn More to get our take or the button below to get discounts with some of our favorites.
Website Design
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Squarespace is our preferred web design software. It has everything you need with great security, SEO, and marketing tools. Best of all you can design professional and modern looking websites without being overwhelmed by options.
Squarespace has affordable monthly plans that include both hosting and web design in one package.
Email Signature Generator
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Website accessibility has never been more important and beneficial to accounting firms. Not only can making your website accessible protect you from legal action, improve your SEO, and user experience, it is also just the right thing to do!
With accessiBe, you can ensure your website is always accessible for people of all different abilities.
Learn more about how accessiBe can improve your website, simply, by clicking the button below.
Privacy Policy
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Canva is an all in one tool - providing graphic design capabilities for those who are not graphic designers.
Not only is it great for marketing but it can also be used for branding and web design.
We recommend the pro plan to get the most out of it.
Scheduling
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Having a professional looking email signature is one essential step in increasing your perceived value.
This tool is easy to use, customize, and implement for your entire team.
Best part? completely free. There is no excuse to not have a professional looking email signature.
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Having a professional looking email signature is one essential step in increasing your perceived value.
This tool is easy to use, customize, and implement for your entire team.
Best part? completely free. There is no excuse to not have a professional looking email signature.
Stock Photo Search
Message Workflow Automations
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There are plenty of calendar scheduling links out there that we have tried but Calendly is our favorite.
There are plenty of features and options for whatever kind of calendar you need. From workflows and logic mapping to simple text notifications.
It’s super easy to set up and looks very professional to use.
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There are plenty of stock photo websites and combing through each one looking for that perfect photo can be difficult.
Dan-O searches some of the top stock photo websites for your search and presents them all in neat folders, simplifying your search drastically.
Website Accessibility
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Looking to streamline your social media operations? Manychat provides workflows and automation for your messages and comments making it easy to share link and resources with your followers.
With free plans and premium options, this is a fantastic way to optimize your social media presence.
Email Campaigns
Social Media Scheduling
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We have tried a lot of social media scheduling apps out there and Metricool has been our favorite. The interface is intuitive and makes it easy to upload bulk content. We also love that it connects to Canva and allows us to analyze competitors analytics too.
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Flodesk is our preferred email campaign software due to its user friendly design, minimalistic features, but also providing you with everything you need.
What we love most about it is the modern email templates, workflows, and automations.
Starting at $40/month but you can get 50% off for the first year by using our affiliate link below.
Graphic Design
Everything Else
The following apps are broken down by category. They include our “must haves” but it also includes other popular options and some “nice to have” options.
Branding
Hubspot Buyer Persona Generator
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Buyer personas help immensely in keeping that ideal client in mind as you create your website and content. It is also an essential part of your market research.
HubSpot’s buyer persona generator is a FREE tool.
Adobe Color
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Is there a specific color you like in an image that would be perfect for your brand? Looking for other colors that would compliment one you already chose?
The Adobe Color tool can be a game changer in establishing some of the most pivotal elements of your brand.
Web Design
Website Design
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Squarespace is our preferred web design software. It has everything you need with great security, SEO, and marketing tools. Best of all you can design professional and modern looking websites without being overwhelmed by options.
Squarespace has affordable monthly plans that include both hosting and web design in one package.
Website Heatmapping
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Website accessibility has never been more important and beneficial to accounting firms. Not only can making your website accessible protect you from legal action, improve your SEO, and user experience, it is also just the right thing to do!
With accessiBe, you can ensure your website is always accessible for people of all different abilities.
Learn more about how accessiBe can improve your website, simply, by clicking the button below.
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Hotjar is a heatmap software that allows you to see how people interact with your website.
With recordings of clicks, scrolls, and a timer you can see if people are actually reading your paragraphs of text or clicking on the image that actually looks like a button.
Hotjar has free plans that slowly scale if needed.
Website Accessibility
AI SEO
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Seona is where AI and SEO meet. With this app you can instantly update your website to be SEO optimized.
From page titles to blog posts, Seona has made is super easy to make sure our websites are operating with SEO in mind on the front and backend.
Click the button below and get a $60 discount on your Seona monthly or annual plan.
General Marketing
Graphic Design
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Canva is an all in one tool - providing graphic design capabilities for those who are not graphic designers.
Not only is it great for marketing but it can also be used for branding and web design.
We recommend the pro plan to get the most out of it.
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Uh - oh, forget your business cards? Linq is a credit card size business card you can keep in your wallet at all times.
All the contact needs to do is scan your card with your camera and they are presented with your professional bio and contact info.
It is perfect to have on you at all times - never know when you are going to run into a potential client.
Privacy Policy
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If you are looking to create podcast or YouTube content, epidemic sound has an excellent library of music to bring fun energy to your brand.
They have reasonable plans and an extensive sound library that can fulfill many needs.
Video Recording
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If you are serious about your content creation, Zencastr can be the next great step to creating high quality content.
Whether you are looking to create videos for YouTube or hit publish on your first podcast episode, I have been loving Zencastr for all things recording.
Marketing Suite
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Having a professional looking email signature is one essential step in increasing your perceived value.
This tool is easy to use, customize, and implement for your entire team.
Best part? completely free. There is no excuse to not have a professional looking email signature.
Virtual Business Cards
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Wait - what does this have to do with marketing?
A privacy policy is essential for many marketing strategies and you can quickly put one together with Rocket Lawyer at a reasonable price.
Stock Sounds
Business Building
Project Management
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ClickUp is our preferred platform for all things workflows and project management. It helps us stay on top of important posting dates, segregating duties, and creative brainstorming.
It is simple enough to use where you can easily get started today but also advanced enough to have robust features even we have yet to play with!
Course Creation
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We have used Teachable in multiple ways. From providing clients with web design tutorials to educations webinars for our clients.
There are tons of ways to organize the courses with videos, photos, text, links, code, and so much more. It looks professional and super easy to setup!
Scheduling App
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There are plenty of calendar scheduling links out there that we have tried but Calendly is our favorite.
There are plenty of features and options for whatever kind of calendar you need. From workflows and logic mapping to simple text notifications.
It’s super easy to set up and looks very professional to use.
Stock Photography
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There are plenty of stock photo websites and combing through each one looking for that perfect photo can be difficult.
Dan-O searches some of the top stock photo websites for your search and presents them all in neat folders, simplifying your search drastically.
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This is one of our preferred sites for stock photos.
Not only can you find plenty of professional images but they do not have the stuffy stock photo feel you see on many other websites.
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Like Unsplash, Pexels is one of our preferred sites for stock photos.
They have a vast library of images and even albums of images from the same setting, creating consistency throughout any of your marketing materials.
Social Media
Social Media Scheduling
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Buffer is a basic scheduling app but has everything you need to get started.
They provide scheduling across the most popular social platforms like Facebook, LinkedIn, and Instagram, while also allowing you to upload multiple kinds of content.
With Buffer you can use connect up to 3 platforms for free.
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Later is a more robust scheduling app that provides more tools and options for business owners to closely monitor their social media activity.
Pricing is more expensive but if those additional tools are needed, many will find it worth the cost.
Social Media Scheduling
Social Media Scheduling
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Looking to streamline your social media operations? Manychat provides workflows and automation for your messages and comments making it easy to share link and resources with your followers.
With free plans and premium options, this is a fantastic way to optimize your social media presence
Social Media Scheduling
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Facebook comes equipped with tools so you can schedule out your Facebook page and Instagram page content.
It is not the most user friendly and does not allow you to schedule to other platforms like LinkedIn but you can schedule your content for free.
Social Media Scheduling
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We have tried a lot of social media scheduling apps out there and Metricool has been our favorite. The interface is intuitive and makes it easy to upload bulk content. We also love that it connects to Canva and allows us to analyze competitors analytics too.
Email Campaign Apps
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Flodesk is our preferred email campaign software due to its user friendly design, minimialistic features, but also providing you with everything you need.
What we love most about it is the modern email templates, workflows, and automations.
Starting at $40/month but you can get 50% off for the first year by using our affiliate link below.
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MailChimp is owned by intuit and can even be integrated with QuickBooks. While it is not our preferred app it is still a great option for accountants.
You can find plenty of great features for a decent price with MailChimp and easily scale with their pricing plans.
If you are a gold, premium, or elite ProAdvisor you can even take 15% off.
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HubSpot is very popular in the marketing world and has a ton of applications you can add on besides email campaigns.
Having said that, we find them to be very overpriced making it difficult to scale and use some of their “premium” features MailChimp and Flodesk offer at a significantly lower price. For example, automations and workflows.
Affiliate Disclaimer
Please note, some of the links above are affiliate links and clicking on them may result in compensation for MediaBooks.
