Integrated Apps
Supporting your business growth with app stacks and integrations
Xero supports your business accounting needs
Xero is our preferred online accounting software for YOUtax clients. It has all the features to run your business including invoicing, pay bills, digital bank reconciliations, GST reporting and Payroll and Superannuation. And best of all, easy fixes when we make those pesky mistakes (and we all know we will).
YOUtax can support you from Xero set up and bookkeeping, to preparing your Financial Statements all in Xero.
What app integrations do you need to grow your business?
Search the Xero app store to build out your business ecosystem.
HubSpot
HubSpot is your CRM, Marketing and Sales engine for your business. When business is booming look towards HubSpot and other high growth engines like Salesforce to take your business beyond.
HubSpot | Inbound Marketing, Sales, and Service Software
XPM – Workflow Tools
Xero Practice Manager is our businesses Job and Workflow tool for Accountants. However, there are many different workflow tools for different industries. Do your research well, make sure it connects with your CRM and Xero, and take the time to test.
Zapier
This is one of our most favourite software’s! Say your favourite software doesn’t link to others by automatic API – Zapier is your connector. It takes the pain and monotony out of tasks by automating them from one system to another. Zapier integrates with over 3000 different apps and software, so there will be a solution to nearly every job that slows you down. With one Zap you can complete any number of tasks.
https://zapier.com/
Slack
Slack is our internal communications tool. It is easy to use and fun! Create different channels for different teams e.g., Marketing, Sales, Admin or create specific conversation or topic channels. You can have direct messaging with your team, and it has lots of emojis to make it personable. We love slack as it does not clog up our emails with internal chatter. Keep the emails for clients.
Share links, documents, videos – it can all be done on Slack.
https://slack.com/
Ignition
Ignition is your proposal software built for service businesses with a direct API link to your Xero account. An approved proposal can automate your invoicing. It can also take client payments in advance online making it a real time saver. It has a slew of extra features saving your business valuable time.
https://www.ignitionapp.com/
Calendly
Online booking of appointments has become the business norm and Calendly makes it so easy. When you book your tax chat with YOUtax, it is powered by Calendly. This super easy to use software has more than 10 million users worldwide and are always improving their platform to better serve businesses. Features include automatic reminders so you or your client never miss a meeting, and it’s easy to reschedule if needed. It’s a great way to take the pressure off your Admin Team.
Free Online Appointment Scheduling Software – Calendly
Burst SMS
Send everything from important reminders to birthday messages with Burst SMS. We use Burst SMS to update you on your job stage. There are so many SMS software programs to choose from but be sure the one you choose can integrate to your CRM, and if not through direct API make sure you can find them on Zapier.
Australia’s Smartest Online SMS Service & SMS API for business
Typeform
We love Typeform, it makes your first impression a good one! No-one wants to complete a boring standard box form with no personality, whereas Typeform lets your personality shine through. Create forms, surveys and quizzes, and ask questions the way you want with funky images and backgrounds. They can be sent by email or embed it into your website.
Typeform: People-Friendly Forms and Surveys
