Cloud software for accountants

Here is a list of cloud software used by accountants. Where a program is integrated with an accounting program, that program is listed in brackets after the entry.

If you are an accountant and the cloud software you use isn’t here please add a comment below and I’ll update.

The software is listed under 11 categories:

1. Conversion services
2. Spreadsheets
3. General ledger and invoicing
4. Payments and expenses
5. Practice management and workflow
6. Payroll
7. Point of Sale (POS)
8. Client database
9. Miscellaneous
10. Office applications
11. File storage

Conversion services

Click2Convert.com.au – converts MYOB and QuickBooks (AU and NZ) files to Xero

LiveMigrate.com – converts MYOB files to Xero

XpressConvert.com.au – converts MYOB files to Xero

MoveMyBooks.com – converts Sage 50 and Sage Instant (UK only) to Xero

Spreadsheets

Adaptive Planning – financial forecasting and budgeting

Excel Office Web App, Microsoft Office 365 – for viewing and minor edits only

Google Spreadsheet, Google Apps – create spreadsheets with graphs and tables; not as powerful as Excel

Sumwise (beta) – turns spreadsheets into error-free applications

General ledger and invoicing

(see Cloud Accounting software: a buyer’s guide for more information on these programs)

FreshBooks – invoicing only

JCurve Solutions – powerful but expensive and complex

MYOB Live Accounts – lightweight, minimal features

Saasu – includes inventory, light CRM and payroll

Xero – market leader, great user interface

Client database

BatchBook – (FreshBooks, Saasu)

Capsule CRM – (FreshBooks, Xero)

Google Contacts, Google Apps – (Saasu, Xero)

Highrise – (FreshBoooks, Saasu, Xero)

SalesForce.com – (FreshBooks, Saasu, Xero)

Sugar CRM – (Saasu, Xero)

vTiger – (Saasu)

Zoho CRM – (Saasu)

Miscellaneous

Debtor Daddy – credit control for small business (Xero)

Deputy – human resources

EchoSign – signing electronic documents

EventBrite – event registration

Evernote – note taking

Practice Plus – website builder, CRM and email marketing for accountants (Xero)

Saasu Sally – business analytics (Saasu)

Sharesight – share portfolio management (Xero)

Spotlight Forecasting – cashflow forecasting for Xero (Xero)

Spotlight Reporting – performance reports and analysis in Xero (Xero)

Office applications and Email

(see Office 365 vs Google Apps: buying advice for more information)

Google Apps – a fully cloud-based productivity suite (Saasu, Xero)

Microsoft Office 365 – used in conjunction with desktop software (Saasu, Xero)

File storage

Box

DropBox

OneHub