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I’m a huge ScanSnap fan, so I always recommend Fujitsu. If they just need single sided, how about one of the smaller Fujitsu, like the iX100?
Cari
I use TeamViewer because I like to be able to operate my client’s computer remotely. I also am able to access their computer remotely without them present, which is a function that I use a lot.
It is expensive, but has been well worth it for me.
Cari
I have been using Line 2 for years, and I like it. It is similar to Google Voice in that you have your own number, but it works from an app on your cell phone and can ring through to your personal number if the app is not on.
I especially like that it is also an app on all my devices, including my desktop, where I can text and call from my computer.
It costs just under $100 per year.
Cari
You can set up TeamViewer to access remotely without the client present – but they do have to have left their computer on. I actually use it most often these days to help my clients remotely with their technology challenges. 🙂
Cari
I have to admit I am a big Quickbooks Online fan, and I use it for almost all my business clients. However, I almost always prefer Quicken for personal clients because of the investment and budget functions that you mention.
That being said, I will try to answer your questions.
a) Many clients do not want any access to their files, and are just fine with reports being shared. I find this especially with my senior clients. However, there are other clients that do want access.
b) I do use TeamViewer to remotely access my clients computers and update their finances on their own computers. However, in these situations my preference is that we use QB Online, so that I have access whenever I want and they can always access the updated information.
c) Quicken.Feel free to email me if I can help with any more detail.
Best,
Cari Dawson
info@CarisCustomOrganizing.comI have a separate “Consent for Use…” just for clients were I have access to their accounts from my own computer or when they are not present.
I know this is strongly recommended by our insurance as well.
Cari
I do a majority of my work remotely, but a lot of it is small business bookkeeping. My best DMM clients that are remote are busy professionals and not seniors. I do all their bill paying and budgeting. I also have had good experiences with digital filing for a couple clients.
I’m happy to share specifics if you have any questions.
Cari Dawson
Cari’s Custom Organizing
info@CarisCustomOrganizing.comI do think you would really like Quickbooks Online much better than QB Mac, but if you want a complete change then I second Xero. Also Wave is a simple cloud based system and it is free, but I’m pretty sure it doesn’t have time tracking.
Cari Dawson
Cari’s Custom Organizing
info@CarisCustomOrganizing.com
