159 The 61 Best New Things for Accounting Firms in 2023

Dec 11, 2023

This podcast discusses various tools for accounting firms including Rise, Text Expander, and MacBooks. The speaker explores note-taking platforms like OneNote and alternative options. They also delve into useful tools and services such as staffing platforms, automation tools, transcription tools, and password management platforms. Additionally, they touch on the excitement around chat GPT and AI technology, highlighting the progress made in chat GPT and the value of human relationships in the AI era.

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Introduction

00:00 • 2min

Various Tools for Accounting Firms

02:02 • 4min

Note-taking Platforms and Sponsored Segments

06:06 • 3min

Useful Tools and Services for Accounting Firms

08:48 • 11min

Excitement around Chat GPT and AI Technology

19:20 • 4min

💰 Today's Sponsors
TeamUp https://www.hireteamup.com/
Forwardly https://www.forwardly.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/
LiveFlow https://bit.ly/3tK7Llr

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

🔨 Tools mentioned in this episode:
Rize https://rize.io/
TextExpander https://textexpander.com/
RightTool https://accountingprotools.com/
Digits https://digits.com/
SurePrep https://corp.sureprep.com/
MacBook Pro https://www.apple.com/macbook-pro/
Reflect Notes https://reflect.app/
Monday https://monday.com/
DocuClipper https://www.docuclipper.com/
Revver Docs https://www.revverdocs.com/
Soraban https://www.soraban.com/
Uncat https://www.uncat.com/
StanfordTax https://stanfordtax.com/
TaxCaddy https://taxcaddy.com/
Claude https://claude.ai/
OneNote https://www.onenote.com/
PandaDoc https://www.pandadoc.com/
Typeform https://www.typeform.com/
Odoo https://www.odoo.com/
Bookkeep https://www.bookkeep.com/
Accruer https://accruer.com/
SafeSend https://safesend.com/
Pitbull Transcripts https://www.pitbulltax.com/irs-transcripts.html
LastPass https://www.lastpass.com/
1Password https://1password.com/
Okta https://www.okta.com/
Practice Protect https://practiceprotect.com/
DataSnipper datasnipper.com
Perplexity https://www.perplexity.ai/
Client Engager https://engager.app/
TinyWow https://tinywow.com/
Rewind https://rewind.com/
Syft Analytics https://www.syftanalytics.com/
Basecamp https://basecamp.com/
Fathom https://www.fathomhq.com/
Datarails https://www.datarails.com/
Saasant https://www.saasant.com/
FinancialCents https://financial-cents.com/
Karbon https://karbonhq.com/
Ramp https://ramp.com/
ClickUp https://clickup.com/
Canva https://www.canva.com/
Notion https://notion.so/
TaxDome https://taxdome.com/
Ignition https://www.ignitionapp.com/
Keeper https://keeper.app/
Loom https://loom.com/
Fireflies https://fireflies.ai/
Microsoft Teams Premium https://www.microsoft.com/en-us/microsoft-teams/premium
Fathom https://fathom.video/
ChatGPT Plus https://openai.com/blog/chatgpt-plus