Business man with a laptop in his hands, looking up at the year 2023 written above him in a bold font against a blue background.

The 10 Best Software Programs To Keep Your Business Safe, Productive, And Headache-Free In 2023

 

As we move into 2023, it's more important than ever to make sure your business is running as smoothly as possible. This means investing in the right software programs! This blog post will discuss the 10 best business software programs for a productive, safe, and headache-free year. Whether you're looking for a program to help you stay organized or one that will keep your data safe, we have you covered. 

 

Why Are Software Tools Necessary For Your Small Business

Running a small business can be challenging. Still, it's essential to ensure you have the right tools in place to succeed. You might be a one-man band or a close-knit group of specialists; either way, as a small business owner, time is your biggest asset. Software programs are available to ensure you don't waste time on repetitive tasks or administrative work.

 

For Project Management

Project management software is vital for any business, as it helps you keep track of your tasks and deadlines. Many different project management software programs are available, but a few of the most popular choices for small businesses are Asana, Trello, and Monday. 

 

  • Asana is a great project management software program for businesses with a high volume of projects going on at once. It allows you to create and manage multiple projects simultaneously. Asana is also cost-effective, offering a free plan for small businesses. Additionally, Asana is easy to use and has many features that can help you stay organized. For example, you can create lists, tasks, deadlines, and add notes to your tasks. 
  • Trello is another popular project management software program. It allows you to create boards with cards representing different tasks, which can be especially helpful for businesses that need a more visual way to track their projects. Trello offers plans from $0-$5/month, which is ideal for small businesses on a budget. Trello is also easy to use and has many features to help you stay organized, including adding due dates, labels, imagery, and comments to your cards. If you're looking for a good project management software program with a visual twist, Trello is a good choice. 
  • Monday is a robust platform, excellent for teams managing tasks & workflows. Monday offers a large variety of integrations to seamlessly connect the tools you already use in your business to have all your team's work in one place. The Build Your Own feature allows you to customize workflows unique to your business's existing processes and procedures. For an even more customized experience, four additional software variations are available. The Sales CRM for sales & customer-facing teams provides tools for contact management, managing sales pipelines, and lead management. Monday Dev for product & development teams is for roadmap planning, bug tracking, website planning, and project management. 

Monday Marketer, designed for marketing & creative teams, includes a content calendar, campaign tracking, and tools for managing marketing projects. For PMO teams & project managers, there's Monday Projects, which includes advanced project management tools, portfolio management, and a critical path feature. 

 

For Email Management

Many different software programs are available for email campaigns and contact management. Two of the most popular options are MailChimp and Constant Contact. MailChimp is a great choice for businesses just beginning their email marketing journey, as it's free for up to 2,000 subscribers. Constant Contact is a good choice for businesses needing more features than MailChimp offers, such as creating polls and surveys. 

  • MailChimp is a popular email marketing software that allows you to handle all your email campaigns in one place and is free for up to 2,000 subscribers - making it a great choice for small businesses. MailChimp also offers a variety of templates and allows you to create custom designs for your emails and landing pages. The a/b split test feature allows two variations of the same campaign to be sent to an audience to compare marketing angles.
  • Constant Contact, like Mailchimp, is a popular email marketing software that allows you to create and send newsletters, promo emails, and various types of email campaigns. While more expensive than MailChimp, Constant Contact offers more features, such as the ability to create polls and surveys. It's also an excellent tool for organizing and uploading contacts, with a variety of CRM features. 

 

For Accounting

Managing and tracking finances can be daunting for small business owners. However, there are software programs available to help make this process easier. Two of the most popular finance software programs are QuickBooks and Xero. Both are designed for small businesses and help you keep track of your income and expenses.

Looking for something more robust?
Read more about our favorite accounting software in this blog post
.

 

For Human Resources

Running an effective team requires effective team management. Any small company should equip itself with Human Resources management programs to give employees a great experience with onboarding or off-boarding. A few top options for small businesses in 2023 are BambooHR and Gusto.

 

  • BambooHR is cloud-based software, which means you can access it from anywhere, and it offers many features that can help you manage your employees, such as the ability to create employee files, track time off, and generate reports. Additionally, BambooHR has a mobile app that allows you to access your account on the go.
  • Gusto is a human resources software program designed specifically for small businesses. It helps you keep track of employee information, including contact information and job titles, and also allows you to create employee files and track time off. Additionally, Gusto offers helpful features such as the ability to print checks and generate reports.

 

For Communications

Whether in-office or working remotely, communication is key to ensuring that your team stays looped in and connected. That's where Slack comes in.  

  • Slack is a messaging app that allows you to communicate with coworkers, clients, and other businesses using project-based channels and direct messages. Additionally, Slack offers many helpful features, such as file sharing, creating polls, and collaborative conversations. 

 

Final Thoughts

There are many software programs available to small business owners to help manage projects, finances, HR, and email marketing. While all of these programs have unique features, they all share one common goal: to make managing a small business easier. So if you're feeling overwhelmed by the amount of work it takes to run your business, consider using one or more of these software programs. They can help lighten your load and allow you to focus on what's important: running your business. The INI team can help you and your small business.

Call Us Today!


CPA Tax Practice 1040 tax form with calculator, and papers on top of a desk.

5 Crucial Technologies to Improve Your Tax Practice and Increase Your Profit Margin in 2022

The accounting industry is swiftly changing due to the effectiveness of modern technologies. Thanks to these advances, certified public accountants, also known as CPAs and other finance experts, are able to take advantage of essential technologies and accomplish their daily duties without being bogged down with repetitive tasks. 

Accounting procedures are becoming more efficient through automation and other present-day technologies, changing the way accountants operate on a daily basis. Today, accountants can help businesses make critical decisions regarding their finances without having to collect and track the company's finances with a naked eye. This shift in daily operations enables CPAs to dive deeper into their client's records, serving as an accountant and business advisor at once. 

 

Needless to say, modern-day technology is key to increasing the annual revenue of any business. Here at Intuitive Networks, we know how much automated processes can benefit your tax practice, so we have decided to compile a list of five crucial technologies to help streamline your business and increase your profit margins in 2022. Continue reading to find out what technologies you need to make this shift in your tax practice in 2022.

 

 

Automation 

While face-to-face communication and detailed human review are essential to a successful tax preparation procedure, a balance of both human reviews along with digital automation is game-changing for all accounting professionals. Softwares such as ProSeries Professional, ProConnect Tax, TaxAct Professional, Drake Tax, Lacerte, and CCH Axcess Tax are all among a list of the best tax software programs today. Ultimately, automation reduces errors and removes uncertainty, which is why tax preparers choose automated solutions in the first place. 

 

Cloud-Based Technology 

If your business is not utilizing cloud technology, you are definitely missing out on effective tax solutions. Cloud-based technology permits clients to receive updates in real time.

 

At Intuitive Networks, we have a team of experts who specialize in resolving challenges and collaborating with your business to optimize your bookkeeping and accounting activities. Our team combines companies with the most up-to-date technology and innovations to revamp your tax practice. 

 

Blockchain

Another way to improve your tax practice is through blockchain technology. Blockchain technology deals with the transfer of ownership of assets and maintaining accurate financial records. The finance industry is being altered by decreasing the expenses of balancing and managing accounting data through blockchain technology. It also gives the necessary accuracy in profitability, safe asset keeping, and source. 

 

Remote Accounting

Working remotely has been an upward trend over the past couple of years due to the pandemic. While it can be tough to accomplish all work-related tasks from home, CPA firms can still provide impeccable service to their clients through digital accounting practices. CPA firms must take into account several factors regarding information security to minimize cyber attacks and data theft. Regardless of possible security threats, many areas of accounting operations can be done remotely and correctly.

 

Social Media Marketing

There's no doubt that social media can benefit all businesses in a positive way. From establishing relationships to gaining visibility online and increasing revenue, social media marketing can positively impact your business's profitability. Although social media can't do it all, it can boost growth, reach, and exposure when used correctly. 

 

Final Thoughts

Utilizing automation, blockchain, social media, and cloud-based technology can significantly increase profitability in 2022. Technology can be a deciding factor between a decent and phenomenal tax professional. These are just five of the many ways business owners can advance their tax practice. With the appropriate technology, accountants can have a more efficient and effective tax practice which would provide advancement to their profession. Talk to an INI specialist and start building a plan for your CPA firm today!

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