Zendesk for Service is a highly scalable customer service platform that provides an omnichannel system for handling support tickets. Wide in scope, the platform offers tools for building a help center, collaborating with other agents, and intelligently routing requests. Overall, it is a great option for small to medium support teams seeking an all-in-one, intuitive…
Editorial Review
ProConnect Tax Online Review: Features & Pricing
ProConnect Tax Online, a personal favorite for cloud-based professional tax preparation software, is particularly useful for firms using QuickBooks Online Accountant. It provides powerful features, such as missing data review and document management, and is priced on a pay-per-return basis with no annual fee. It also has a K-1 package and a tax planner with…
Zoho Expense Review: Pricing, Features & Alternatives
Zoho Expense is an expense tracking app designed to automate travel and expense management for businesses. It is part of the Zoho suite and integrates with other Zoho products, including Zoho Books and Zoho CRM. I find Zoho Expense useful for business expense tracking, but it excludes advanced expense management features like issuing company spending…
AccountEdge Review: Features & Pricing
AccountEdge is locally installed accounting software that lets you create and send invoices to your customers, manage purchases and expenses, and track inventory. Starting at $20 per month, it offers strong value compared with other desktop options I’ve reviewed. I appreciate its robust banking and inventory features, but it uses a more traditional approach with…
Xero Practice Manager Review: Features and Pricing
Xero Practice Manager (XPM) is a cloud-based practice management program designed for accounting firms and professionals with clients using Xero. It lets you create jobs and assign them to your staff, track time worked and convert them into invoices, and manage your practice on the go via its mobile app. I like that it has…
1-800Accountant Review: Features & Pricing
1-800Accountant is a nationwide virtual accounting firm that will handle all of your accounting needs, from bookkeeping to tax preparation and filing, providing year-round support and advice with a team of experienced professionals. You’ll have access to bookkeepers, tax and financial advisors, payroll specialists, and a dedicated accountant who is an expert in your state…
Guidant Financial Review
Guidant Financial provides funding solutions for small businesses and franchises. It’s perhaps most well known for its Rollover for Business Startups (ROBS) product, which allows retirement funds to be accessed tax- and penalty-free. However, Guidant Financial also offers other products and services, such as Small Business Administration (SBA) loans, unsecured loans, portfolio loans, and equipment…
Connexus Credit Union Visa® Business Real Rewards Card Review
Editorial and Partnership Disclosure Connexus Credit Union Visa® Business Real Rewards Card is ideal for businesses planning larger expenses or consolidating debt. It features a 0% introductory Annual Percentage Rate (APR) for purchases and balance transfers for the first six billing cycles. It also includes ExtendPay plans, allowing you to split purchases into manageable monthly…