5 valuable apps for accountants and bookkeepers

A lot has changed in the world of accounting in the last ten years—and those changes have only accelerated since the pandemic began. A business that once ran on paper files and in-person meetings has shifted quite rapidly to secure online document storage and Zoom calls.

Software for accountants, and for many of their clients, now lives in the cloud. Especially since the pandemic, clients now expect to be able to upload documents securely from their home computers, pay for accounting services online, and meet virtually.

What’s more, employees who’ve gotten a taste of the work-from-home lifestyle are increasingly looking for jobs that allow them that flexibility. In a still-tight job market, businesses that are able to run efficiently with all employees working from home part- or full-time have a real advantage.

Keeping up with changing technology can feel like a full-time job, but it doesn’t have to be that way. Clover POS systems offer tools for accountants to modernize and streamline their operations, like Virtual Terminal which enables service providers to more securely accept credit and debit cards online or over the phone, from anywhere. Learn more about reasons real-world Clover service businesses use (and love) Virtual Terminal.

Similarly, Clover’s online invoicing lets accountants and bookkeepers easily request payment via email invoices. Clients can pay their invoices more securely online, and you can even set up recurring payments for clients who pay you monthly, quarterly, or annually for ongoing services.

You can also customize your Clover POS system with apps for accounting firms to help make your work life easier. Here are 8 apps for accountants worth checking out:

• Book Online lets you offer online appointment booking to clients. No more scheduling headaches or receptionist overload.
• SimpliSign integrates with document managers like DocuSign to securely collect client signatures online.
• QuickBooks by CommerceSync enables professionals to share data from their accounting POS system seamlessly and securely with their QuickBooks account. Nobody knows better than bookkeepers how important a smooth sync can be.
• Payroll apps like ADP, Paychex, Gusto and Homebase allow accounting businesses to sync their company’s payroll provider with POS data for the most complete view of their own business.
• Indeed streamlines hiring and employee onboarding when it’s time for your team to expand.

As an accountant, your business runs on expertise and trust. You need your tech tools to run smoothly, so you can focus on providing top-notch service to your clients. You also need to prioritize security, especially as your work is increasingly done remotely and online. You may not need a physical cash register, but a POS system that streamlines payment processing and integrates with the other software for bookkeepers to run your business, can help free up time for you to focus on clients.

To learn more about how you can use Clover POS and business management solutions at your accounting firm, connect with a Clover Business Consultant today.