Share your firm's tech stack and must-have apps

  • 5 October 2021
  • 5 replies

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We recently published an article in Karbon Magazine exploring the essential questions to ask when building your accounting firm’s ideal tech stack.

The accounting app ecosystem is huge and ever-growing and evolving. It’s near-impossible to keep up with absolutely everything. 

So we thought we’d invite Karbon Community members to share the app stack that is driving their workflow and efficiency. 

What are the apps and tools that you can’t live without?

5 replies

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To kick things off, earlier this year our CEO @Stuart McLeod  shared the tech stack we’re using at Karbon.

And one of our customers, David DiNardo from Envolta joined us on a webinar a few months ago to share the tech stack that his team uses. You can check out the recording here.

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We are a Xero only practice, using Karbon for our practice work management, Practice Ignition for client proposals and billing automation, Dext Prepare (previously Receipt Bank) and Dext Precision (previously Xavier), Microsoft Teams replaced our telephone system once we went into lockdown so that everyone could work from home efficiently, sometimes Zoom for calls with clients, Loom for internal and external training videos, Black Pearl for e-mail signatures, Adobe Creative Cloud for PDF editing and Marketing, also Canva, LastPass for storing log in details, Tax Calc for Annual Accounts preparation, Citrus HR is our HR system, Calendly, GBG ID3 global for Anti Money Laundering ID verifications. Would love to see what aps other practices use.

  • CRM   Agile CRM

  • Email provider Office 365

  • Practice management Karbon (transitioning now from Jetpack)

  • Document management Office 365 Sharepoint Document Libraries

  • Accounting software

    • QBO

      • F9 for QBO for financial statements

    • Sage Intacct


    • Divvy Credit Cards

    • CCH Fixed Asset Manager

  • Payroll APS/ADP

  • Tax preparation N/A Intuit tax for some 990s

  • Advisory ?

  • Pricing and proposals Spreadsheets/Word using custom fields

  • Passwords LastPass

  • Communications

    • Microsoft Teams Phones

    • Microsoft Teams screen shares

    • Microsoft Teams chat

  • Azure server with remote desktop and DUO 2fa for some legacy desktop applications

  • Foxit Phantom PDF

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Missed to mention Dropbox and Pleo!

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Practice Management/Workflow = Karbon

Client Portal/E-Signatures = Liscio

Accounting Software = QBO & Xero

Proposals = Practice Ignition

Workflow planning/mapping, client mapping = Miro

Strategy/Planning/Brainstorming =

Phone App = RingCentral

Interoffice Chat = RingCentral (Teams was way too unreliable)

Client Meetings = Zoom 

Document Storage/Management = Office 365/SharePoint/OneDrive

Password Management = 1Password

Tax = CCH Axcess Tax

Payroll = Gusto & QBO

Email blasts = was MailChimp but migrating to the functionality Liscio provides