Blog: Business Solutions

Businesses outsource processes all the time, but using the right CRM can help you automate those processes while keeping them in-house and building stronger relationships with your customers. Of course, there are lots of CRMs out there today and some aren’t well-suited to the needs of businesses in the finance and tax sectors. We’ve ranked the 10 best CRMs for accounting firms in this guide so you can choose with confidence.

Evernote is one of the go-to choices for note-taking and organizing files. Many users consider it a second brain of sorts, and it remains a popular choice for power users because of all of its features and plenty of other reasons. For starters, Evernote is available on every single platform, which means you can use Evernote on your Android phone, your MacBook Pro for work, your Chromebook for your business school courses, etc.—and it will all transfer and translate effectively.

Smith.ai compiled the 45 best business productivity software your small business needs to grow, covering everything from automation to to-do lists.

Some people don’t see a reason to use shortcuts. After all, saving a few clicks or seconds isn’t that big of a deal, is it? Well, when you consider that those few clicks will quickly add up to minutes, hours, and even days, as tasks continue, you can see how using shortcuts can enhance productivity for you and the entire organization alike.

Microsoft Teams is among the most popular collaboration tools available today. Like other software solutions, Teams has been around for some time but only recently gained popularity as the pandemic shuttered businesses and sent everyone home to work remotely. If MS Teams is one of the tools that you’re using regularly, it might be time to learn some handy shortcuts that can add up to a lot of time and effort saved.

Some people aren’t sure about the value of keyboard shortcuts, but they can actually add up to a lot of saved time and increased productivity. With a platform like Notion that’s designed to help improve project management, it makes even more sense to embrace all the shortcuts that you can. There are so many commands and features, which is part of why people love Notion. However, it’s also a great cause to choose and memorize the best and most useful shortcuts for all of your project management needs.

Figma is a popular design tool that is gaining traction amongst the leaders like Adobe, offering collaborative sharing, flexible pricing, and a variety of cross-platform solutions that change the game for all kinds of UX/UI designers. Plus, this platform is available on the web and Windows or macOS desktop operating systems, and rumors are circulating about possible mobile solutions and development in the future. Of course, most designers aren’t working from mobile devices in this regard, which is why the web and desktop apps work.

Productivity is all about embracing the tools and resources that you’re given. Fortunately, Front is a tool that’s also designed with productivity and efficiency in mind. There are several different options for setting up shortcuts with this tool and it’s important to learn about them before you get started. Some people don’t see the point in saving a few seconds here and there, but over the course of a week, a month, or a year, those seconds can add up to valuable hours and even days that are now open for other tasks because they’re not wasted on tedious details.

If you’ve been working remotely since the COVID-19 outbreak, you’re likely well-versed in using Zoom for meetings, conferences, one-on-one conversations, and more. Fortunately, just like other programs, some shortcuts can make your meetings and recordings even more productive and efficient. Zoom makes managing meetings easier than ever and since you can customize your own, it’s perfectly ready to become your best meeting tool. Zoom has a host of great features and tools to improve meetings and collaboration. In addition to those, it also has a full list of keyboard shortcuts for Windows and Mac, along with select shortcuts for mobile use.