applications-cogsStrategic 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. 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

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 Accountanting Professionals

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 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 (employee expense reimbursements)
  • Mobile app
Receipt Bank

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