Top 5 Digital Tools Every Bookkeeper Should Use in 2024
If you’ve been in the accounting, bookkeeping, or tax prep business for a while, you already know the basics. You’ve mastered tools like QuickBooks and Xero, and your workflow is dialed in. But staying competitive means more than just sticking to what you know—it’s about finding tools that enhance your existing systems, boost efficiency, and help you provide even better service to your clients.
In 2024, technology is evolving fast, and it’s creating opportunities for bookkeepers to optimize how they manage their businesses. That’s why I’ve put together this list of digital tools designed to integrate seamlessly with the tools you’re already using. These aren’t the basics you’ve seen on every other list—they’re next-level solutions to make your work easier and your clients happier.
Tool #1: Copilot – Client Portal Solution
Managing client relationships can be a challenge, especially when you’re juggling emails, documents, and payments across different platforms. That’s where Copilot comes in—a modern client portal that centralizes communication, file sharing, and billing in one easy-to-use platform.
Copilot allows you to set up branded portals where clients can upload documents, view invoices, and even send payments securely. By streamlining the back-and-forth, you can save time and improve your client’s experience. It integrates with payment platforms like Stripe, so it’s perfect for bookkeepers who want to simplify billing and keep everything organized in one place.
Tool #2: Synder – Automated Transaction Syncing
If you manage clients with high transaction volumes—especially those in e-commerce—Synder can save you hours of manual entry. This tool syncs sales and payment data from platforms like Stripe, Shopify, and PayPal directly into your accounting software, including QuickBooks and Xero.
Synder also provides tax-ready categorization and real-time reporting, helping you stay ahead of deadlines and reduce errors. For bookkeepers managing clients in retail or subscription services, this integration is a must-have.
Tool #3: Dext – Expense Management
Expense management is a time-consuming task for many bookkeepers, but Dext (formerly Receipt Bank) makes it effortless. This tool allows you to capture receipts and invoices with a photo or email forward, and it automatically categorizes the data for your review.
Dext integrates with QuickBooks and Xero, so everything stays connected. It’s particularly useful for clients with frequent travel or small recurring expenses. No more chasing receipts or digging through email threads—Dext keeps it all organized in one place.
Tool #4: Fathom – Financial Reporting and Analysis
Clients expect more than just numbers; they want insights. Fathom is a financial analysis and reporting tool that lets you create beautiful, easy-to-understand reports. It integrates with popular accounting platforms and provides features like KPI tracking, scenario planning, and benchmarking.
What sets Fathom apart is its ability to turn complex data into visually compelling dashboards that clients can grasp at a glance. It’s an excellent tool for bookkeepers who want to elevate their advisory services and provide more value to clients.
Tool #5: Cal – Appointment Scheduling
Streamlining your schedule is just as important as streamlining your workflow. Cal takes the hassle out of coordinating meetings with clients by letting them book time directly on your calendar. It syncs with tools like Google Calendar, ensuring there are no double bookings or missed appointments.
For bookkeepers who balance multiple clients and projects, this tool is a lifesaver. You can customize meeting types, set availability, and even collect payments for consultations—all in one platform.
Conclusion
As a bookkeeper, you know that staying organized, efficient, and tech-savvy is essential to your success. Tools like Copilot, Synder, Dext, Fathom, and Cal aren’t just add-ons—they’re game-changers for experienced professionals looking to elevate their workflows and client relationships. By integrating these tools into your business, you’ll save time, improve accuracy, and provide an even better experience for your clients.
What tools have made a difference in your workflow? Let us know on social—we’re always on the lookout for the next great solution to share with the community.