Tools & Resources


About Marilyn

Technology is awesome, isn’t it? There are so many cool tools out there to help us do what we do, and do it really well. We thought it would be fun to share some our favorites with you. We either currently use them in our business or have used them in the past with great success. They help us to be more proficient, more organized, more productive and more responsive, all to the benefit of our valued clients and in turn, their clients as well.

We hope you find some of these tools and resources as helpful as we do. Check back often as we are continually updating the list as we find and fall in love with new ones!

Accounting / Bookkeeping

Practice Ignition

QuickBooks Desktop and QuickBooks Online

Client/Contact Management

HubSpot

Insightly

Conferences/Online Meetings/Webinars

Free Conference Call

Instant Teleseminar

Go To Meeting / Go To Webinar

Skype

Zoom

Electronic Document Signing

Echosign (Adobe Document Cloud)

Email Marketing / Newsletters

Constant Contact

Mailchimp

File Storage and Transfer

Dropbox

Winzip

Online Backups

Mozy Pro

Online Learning/Training Platforms

Ruzuku

Online Scheduling

Calendly

Doodle

Time Trade

Online Surveys / Forms / Polls / Quizzes

Quiz Bean

Random.Org

Survey Monkey

Wufoo

Productivity / Cool Tools

Boomerang for Gmail

Evernote

M8 Clipboard

MileIQ

Project Management / Collaboration

Teamwork – I am very proud to be a Certified Teamwork Expert. I use this program exclusively in my business because I love it! In full disclosure, I am part of the Teamwork referral program, but I’ve been a TW lover way longer than I’ve been a TW referral partner!

Basecamp

Virtual Assistant Reference and Training

Virtual Assistant – The Series: Become a Highly Successful, Sought After VA

IVAA (International Virtual Assistant Association)

The VA Classroom

 



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