The Best Way to Manage Your To-Do List

If you’re like me, you think of things you have to do at the least convenient times – in the car, during dinner, in the middle of the night.

Did you know that accounting websites with CPA Site Solutions help you capture those important tasks and add them to your to-do list from anywhere?

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Update the list in one place and it updates everywhere, including your iPhone.

As long as you have your iPhone, Blackberry, or any cell phone, you’re plugged in to your to-do list.

No more slips of paper with a messy scrawl that you wrote in the dark at 3:00 in the morning. No more rewriting the same list by hand every few days. No more updating a list in Word on your computer.

This means your to-do list stays up-to-date and is actually useful. And your productivity soars.

Small Improvement, Big Payoff

With our Workteam Collaboration Suite, you have a simple to-do list at your disposal. It’s called Tasks, and it’s right on your email page.

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Simply check off items when they're complete.

It seems like a small thing, but having an easy way to keep your to-do list up-to-date makes a big difference – because you actually use it.

And when you use a to-do list on a regular basis, you greatly increase productivity.

Here’s why a to-do list helps you increase efficiency:

• It allows you to prioritize your tasks, so you’re sure to get the most important jobs done.

• When you see the list laid out in your Tasks, you see how some tasks can be done together or back-to-back.

• If an emergency arises – and one always does – a to-do list helps you get back on track once you’ve handled it.

• Finally, it’s a stress reliever. Getting it out of your mind and onto the computer takes a big load off.

Your Task List Is Super Easy to Use

The Task list included with your Workteam Collaboration Suite is totally intuitive. It’s not fancy – but that’s why it gets the job done.

Here’s what it can do:

• Simply start typing to add a new task.

• Reorder tasks by dragging and dropping.

• Check off completed tasks to cross them out; view completed tasks if you want.

• Pop out the list so it sits on your desktop.

• Create multiple lists – perhaps one for each type of client – and easily switch among lists.

• Convert an email into a task with the click of a mouse.

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To convert an email to your tasks, choose "Add to Tasks" from the More Actions menu (Click to Enlarge Image).

• Best of all, your Task list is synced with your cell phone – an iPhone, Blackberry, or any mobile phone. Update it from anywhere and keep the list relevant and dynamic.

There’s No Charge for the Task List…

…with accounting websites from CPA Site Solutions.

Use a to-do list to maximize your time – and take advantage of the Task list that comes with your Workteam Collaboration Suite.

To get started with our Workteam Collaboration Suite, call 1-800-896-4500, or email us at support@cpasitesolutions.com.

Do you use a to-do list? Has it increased your efficiency? Let us know with a comment.

The Simple Way to Increase Firm Efficiency

CPA Website

Online Booking Saves Time

As a service provider, you have to protect your billable hours. Spending time on administrative tasks cuts deeply into that billable work.

Luckily, your CPA website handles one of these admin duties: booking appointments.

Let your website do the work of booking appointments. Your clients will love it: studies show that 67% of customers across all businesses prefer to book online.

That’s good news for you – because the more your clients book online, the more you focus on your core business.

More Interruptions Mean Less Productivity

You’re in the middle of a tax return when the phone rings. The call isn’t life or death; a client just wants to make an appointment. You chat with him, maybe answer a couple accounting questions – and before you know it, you’ve been on the phone for 15 minutes.

Once you hang up, it’s hard to get back on track. You check email, read a few blog posts, make another cup of coffee. Another 15 minutes float by before you get back to the grindstone.

If your hourly rate is $125, then those 30 minutes equal $62.50. Twice-a-day interruptions add up to a whopping $30,000 a year in lost revenue.

And during tax season, it’s not just about the money. For those hectic weeks, you simply can’t afford the time.

Let Your Website Do It

Your website with CPA Site Solutions includes an online booking solution called Online Appointment Scheduling. Here’s what it does for you:

1. Clients see when you’re available right from your website.

2. They pick a time that’s most convenient for them and request an appointment.

3. You receive an email about the appointment request.

4. Your calendar is updated, immediately reserving that time on your online calendar.

5. An appointment reminder is emailed to your client.

6. An appointment reminder is emailed and/or SMS texted to you 30 minutes before the meeting.

Stay focused on your core business and let the Online Appointment Scheduling do the nonbillable work.

Capture New Clients. When a potential client visits your website, make it easy for them to convert to a client. Let them book an appointment right there on your site – and see that new client in your office as soon as your schedule allows.

Increase Efficiency. By “outsourcing” the bookings to your website, you increase the efficiency of your firm. And when you increase efficiency, you free up time for the paying work – leading to higher profits.

Online Booking Boosts Your Bottom Line

Online booking is becoming increasingly common. If your clients don’t already, they will soon be requesting an online booking option.

You have the option of getting this service as a standalone – but you have to pay. Web-appointments charges $9.90/month for online booking;  Ebookaplace charges $22.33/month for its standard service and $111.69/month for its advanced service.

Online Appointment Scheduling with CPA Site Solutions is included in your service at no extra cost.

Let your website be your admin. Take advantage of Online Appointment Scheduling – and protect those billable hours.

Using Firefox Add-Ons Can Increase Efficiency.

Although the default browser on any PC is Internet Explorer, there are other options that are actually more flexible and offer a lot more functionality. The king of the pack of alternative browsers is hands-down Firefox.

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Firefox Add-ons

The power behind Firefox is not only within the security, speed, and ease of use but also the number of add-ons that increase the functionality. Here is a breakdown of some recommended add-ons that make working with a browser actually enjoyable.

Download it. If you don’t already have it you can download Firefox. Once you have taken Firefox for a spin try adding on the following for not only some added fun but a lot more functionality.

Bookmarking back-up and synchronizing. Xmarks is an add-on that, once installed keeps your bookmarks on any computer by syncing up between lets say what you have at home with what you have at work. This can save you a lot of time and provides a great way to keep up with all areas of your life.

Blocking online ads. There are some who say if you download any Firefox add-on it should be Adblock Plus. Adblock Plus works to stop online ads from appearing so you can focus on just the content of any website.

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Use Firefox with Twitter

Keeping up with Twitter. You can use Echofon to keep up with Twitter. You can see instant updates and have one-click access to the Twitter window.

Increase your search potential. Using the search in your toolbar is handy enough but you can extend that throuh  Add to Search Bar. It allows you to add any website to the search toolbar.

Use multiple Gmail accounts. You can be logged in and use multiple Gmail accounts through Gmail Manager. If you have multiple email accounts through the Workteam Collaboration Suite it works well with those as well.

Screen shots. FireShot not only allows you to capture screen shots but also manipulate the image as well with arrows and text. This can be especially helpful if your helping a client navigate to an area or give instructions on how to fill out an online form. It can also be fun for playing with images on another firm members birthday.

The list of add-ons. Here is a list of all the add-on’s in full in case you want to explore. It is worth taking a look as there are many categories and great features offered that can make your browser a tool worth using again.