CPA Websites - Online Tips for Accounting Firms

See how accountants are taking advantage of the efficiencies of the Internet to improve their accounting firm.


Managing to-do lists, including updating your CPA website, obviously becomes the most challenging during the busiest parts of the year. When your CPA firm is busy you may need to enlist help, but that requires more management of other tasks along with your own. Although a previous post has a great free task manager to use, Hiveminder is another that can leverage what little time you have.

Hiveminder

Hiveminder

Free Sign-Up. Sign-up is free and, although they do have a pro version, looks to remain that way. The interface is simple and easy to use.

Tags. You can use multiple tags to help organize your to-do list. Mark an item with Intern, temp help, birthday, fun, etc. and it becomes that much easier to find all tasks with the same tag.

Email Tasks. A great feature is being able to email a task to a person who isn’t already a Hiveminder member. This is a great feature if you use Interns or other short term help. You can add a task, tag it with the keyword of Intern, and email it to be done.

They receive an email with a link to a page with the task details. They can comment on the task, change the priority, tags and more. If they are not a member then this is all they have access to.

When done with the specific task, they can click save and complete. You then get an update and can view the notes if any.

Add Tasks. You, or others you give a special email address to, can update your list with a task to complete. This can be great if you just want to send a quick task to yourself without having to login.

Review All. Once a week or so you can click on a button to review all open tasks. This forces you to either set a new completion date, mark it as done, or otherwise. This feature makes it so you can make a quick overview and clean up as necessary.

However you look at the busy season it is important to have a task manager that helps manage what you have. If your looking for a new task manager or a quick tool to help you through this season, Hiveminder might be the ticket.

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Wyatt Christman | February 3, 2010 | no comments

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