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What are the useful tools for remote bookkeeping  

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(@adriang001)
Joined: 6 months ago
Posts: 14
17/12/2019 10:22 am  

I would like to know if there are any tools available for remote bookkeeping.

 

 


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(@adam-whelchel)
Joined: 4 months ago
Posts: 1
10/02/2020 12:03 pm  

I've been using Dokka - a document management system that helps me use source documents to code the transactions into QBO. I can also talk to my client about a specific document or even select a line item on the bank statement and they will be able to reply on that issue. I love Dokka. 


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(@rcbookkeeper)
Joined: 4 months ago
Posts: 1
14/03/2020 5:51 pm  

Zoom- for virtual face to face meetings with clients (they offer a free basic account) and you can use it to screen share if needed.

HubDoc or Receipt Bank- reasonably priced and clients can upload/scan receipts, invoices other docs from a computer or a phone app. - both link to QBO and Zero I believe and I think RB might link to Sage as well.  HubDoc claims to use bank level security and you have unlimited document storage (forever). You can also have them link their bank accounts/credit cards and it will upload their statements automatically.  (I prefer Hubdoc)

ClickUp- nice project management tool

 


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