Strategic Solutions for Greater Productivity
Your firm has unique needs. That’s why ThinkLeader pulls from a carefully-vetted group of applications and recommends only the tools that will work best for your firm and clients.
Based on a deep understanding of these programs and how they are built, coupled with our thorough analysis of your needs, we help you integrate additional tools or create and implement a completely new system. You’ll not only see enhanced productivity internally, you'll also gain a better understanding of these applications, so that you are in a position to recommend them to your own clients.

Bill.com increases efficiency by putting all your payables and receivables in one place for easy viewing, scheduling and paying. Benefits include:
- Simplified A/P and A/R process
- Increased firm productivity
- Approval workflow
- Client accountability
- Internal controls
- Payment security
- Robust audit trail
- Mobile app with push notifications

QuickBooks Online lets small businesses organize, record, track and integrate every aspect of your financial picture. It offers:
- Easier shared access with clients
- Robust financial reporting
- Seamless bank feeds
- Easy integration with other productivity apps
- Mobile app

Intuit Online Payroll for Accounting Professionals enables firms to implement and manage payroll services for their clients:
- Detailed integration with QuickBooks Online
- No tax impounding (for those who need to float cash)
- Pay-as-you-go workers comp
- Employee time tracking
- Mobile app

Gusto provides payroll, employee benefits and workers’ comp solutions for a comprehensive approach to management:
- Summary integration with QuickBooks Online (if you don’t wish the details to be available to those with access to the check register)
- Tax impounding (for those who are not concerned with cash or have difficulty properly managing float)
- Payroll on “Auto Pilot”
- Employee self-onboarding

Hubdoc retrieves online invoices and statements and converts receipts, bills and statements into data you can use via a central repository:
- Auto fetches invoices and statements from online accounts
- Upload, email or drag and drop functionality
- Tag documents with vendor and accounting details
- Syncs with Bill.com and QuickBooks Online
- Mobile app

Aero offers workflow management options to help you manage staff and allows them to manage clients and tasks efficiently:
- Set up tasks with step-by-step instructions
- Manage recurring tasks
- Online library of task templates and procedures
- Secure password vault with eight security levels
- Track staff time
- Syncs with QuickBooks Online

Tallie, designed by CPAs for CPAs, is a cloud-based expense reporting application that allows clients to manage employee expenses efficiently:
- Expense reports made easy
- Mobile receipt scanning
- Credit card transaction importing
- Mileage tracking
- Three-way integration with QuickBooks Online (corporate credit cards) and Bill.com (employee expense reimbursements)
- Mobile app

Receipt Bank helps streamline accounting processes for bookkeepers and accountants with features like:
- Reduced bookkeeping time through automation
- Quickly submit invoices and receipts while on-the-go via mobile access
- Access to real-time data
- Integrates with QuickBooks Online and other applications