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



Conferences/Online Meetings/Webinars

Free Conference Call

Instant Teleseminar

Go To Meeting / Go To Webinar



Electronic Document Signing

Echosign (Adobe Document Cloud)

Email Marketing / Newsletters

Constant Contact


File Storage and Transfer



Online Backups

Mozy Pro

Online Learning/Training Platforms


Online Scheduling



Time Trade

Online Surveys / Forms / Polls / Quizzes

Quiz Bean


Survey Monkey


Productivity / Cool Tools

Boomerang for Gmail


M8 Clipboard


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!


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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