Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally.

From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out.

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

• The underrated tech that keeps your communication seamless across your team
• A genius app that helps you actually unplug after work (and means it)
• The simple, secure accounting setup that prevents chaos as you scale

💡 THE TOOLS MENTIONED IN THIS EPISODE:

• Ember: It's way better than the mug warmer your dad used in the 1990s
• OpenPhone (now Quo): Business phone system for seamless team communication
• Opal: App blocker for setting real work-life boundaries : Tap the link or use my referral code “V3KET” for a 1 month free pass on Opal Pro!
• TaxDome: Client portal and workflow management for organized operations
• Missive: Shared inbox for cleaner, more secure email collaboration
• reMarkable: Digital notebook for paper lovers who crave organization
• QuickBooks Online: The cloud-based accounting essential every business needs

🎁 Grab our free Tax Tips Checklist — your first step to a smoother, more profitable year: https://justprospera.com/podcast-freebies/tax-tips/

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