For a small business that uses QuickBooks as primary accounting software, it is critical to have a business checking provider that offers seamless integration with QuickBooks. Since many traditional and online-only banks integrate easily with the platform, the challenge is to find a bank with products and services that best meet a company’s needs. After…
Buyer's Guide
6 Best Free Project Management Software for Small Businesses
The best free project management software caters to individual users and small teams with limited project scope. Its core functionality includes task tracking, workflow building, file sharing, and project visualization. These providers offer low-cost plans with advanced project planning tools and enhanced security. Since it’s free, some may have limited storage, integrations, and automation credits,…
5 Best FreshBooks Alternatives (Free & Paid)
FreshBooks offers easy-to-use accounting software, but it has some weaknesses. For instance, it requires a live bank connection to track and reconcile transactions. It also lacks features for managing inventory and COGS and monitoring income or expenses by class. Additionally, only one user is included in the base price, so the cost can quickly add…
6 Best IVR Systems for Small Business
Interactive voice response (IVR) is essential to creating effective call routing that improves customer support and call center management. IVR systems enable self-service by answering frequently asked questions, offering customer request updates, and facilitating secure payments. The most advanced systems also accelerate the resolution of customer concerns by providing routed access to customer service representatives….
7 Best Rollover for Business Startups (ROBS) Providers
While a ROBS can be an excellent way to access your retirement savings tax- and penalty-free, it can be a complex process that may lead to hefty fines and penalties if done incorrectly. The best ROBS providers, however, offer guidance and support services to prevent that from happening. Support services can vary but typically include…
10 Best Contact Management Software
Contact management involves storing, organizing, and managing customer or lead data, such as identifiable information like names, phone numbers, or addresses. It is one of the many features of a customer relationship management system (CRM) that allows sales teams to spend less time managing contacts and more time selling. After a comprehensive review of dozens…
7 Best CRMs for Lawyers
If you’re looking for an easy-to-use customer relationship management (CRM) system with client intake, case management, data security, and workflow automation for your law firm, you’ve come to the right place. The best CRM for lawyers is equipped with contact storage, appointment scheduling, and document management features like e-signature capture. We have evaluated dozens of…
8 Best Banks for Ecommerce Business
The best banks for ecommerce businesses provide outstanding checking products, excellent software integrations, and business services to support your company. Many of the providers on our list are fintech platforms designed to meet the specific needs of online businesses, including two companies specializing in ecommerce and bookkeeping. In addition to fintechs, many traditional banks have…