CPA Pilot

Roundtable Labs Presents Love At First Demo - APP Speed Dating

Welcome to the first edition of our App Speed Dating! If you missed our Valentine’s Day hour-long speed-dating event featuring the best accounting apps you’ve not tried yet, you now have another chance to check them out!. Explore a variety of software solutions through quick, engaging 6-minute demos. It is perfect for accountants and bookkeepers looking to find their perfect software match. *Check out each App Demo* Intro: 0:00 *Forwardly* With Forwardly, you get payment in 22 seconds, or it’s a free same-day ACH. Say goodbye to long processing times and hello to instant payments, zero debtors, and smarter workflows. *https://www.forwardly.com* Forwardly Demo - 2:10 *Bookkeep* Bookkeep untangles the accounting for your multi-channel ecommerce and retail clients. With automatic accrual-based summary journal entries posted to QBO, Xero or Zoho Books while you sleep, accurately recognizing the revenue, sales tax, and fees from platforms like Shopify, Square, Amazon, PayPal (and many more!) has never been easier. *https://www.bookkeep.com* Bookkeep Demo - 8:00 *amalgam* Amalgam links excel or google sheets to your accounting software, your bank, and the systems you use to run your business. Pull detailed reports and make bulk edits straight from a spreadsheet, no browser required. *https://www.amalgam.me* amalgam Demo - 13:40 *ScanSnap* Sponsor Video ScanSnap Demo - 19:50 *Fyle* With Fyle, you receive text alerts as soon as you swipe your existing Visa or Mastercard. Reply with a picture of the receipt for instant reconciliation. Say goodbye to manually coding entries into your accounting software. *https://www.fylehq.com/* Fyle Demo - 20:25 *CPA Pilot* Text to be submitted by Harsh Mody CPA Pilot is ChatGPT for Tax Accountants. It uses AI to automate tax research and client communication in a way that is more accurate, quickly and useful than ChatGPT. Tax Pros save several hours a week using CPA Pilot. *https://www.cpapilot.com/ * CPA Pilot Demo - 29:53 Sweetheart Deals & Winners: 36:40 Music Track in video: https://studio.youtube.com/channel/UCBD64RgXnUgxI5C09u8cnXw/creator_music/track/Me0j0zfRrRo 🔗 Connect With Us for More Support 🔗 If you're looking for more support beyond this video, here are a couple of ways to connect with us: 🌐 QB Community FB Group: Join us at https://www.facebook.com/groups/qbcommunitylive for community support and insights. 📅 Book 1-on-1 Time With Me: Schedule a personal consultation at https://parkway.business/. 🎁 Special Offers on Intuit Products 🎁 💼 QuickBooks Online Payroll: Get special pricing at https://pxlme.me/buypayroll. ⏰ Looking for a Time Tracking Solution? Check out https://pxlme.me/qbtime. 📈 Try QuickBooks Online: Use this link for a trial: https://pxlme.me/buyqbo. 💡 Affiliate Links 💡 *Support our channel by exploring these tools we trust:* 🎨 Envato Elements: For creative content, visit https://pxlme.me/envato. 📊 MoneyThumb: Convert PDF statements with ease at https://pxlme.me/moneythumb. 🛠️ Jobber: Project management for service-based businesses: https://pxlme.me/tryjobber. 🌍 GoDaddy Domains: Save on domains with our discounted rates at https://pxlme.me/domains. ⚠️ Important Disclaimer ⚠️ This content is for informational purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Applicable laws may vary by state or locality. We strive to provide accurate information, but no assurance is given that this content is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Parkway.Business Inc. does not take responsibility for updating or revising any information presented herein. Accordingly, the information should not be relied upon as a substitute for independent research. Parkway.Business Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers are encouraged to verify statements before relying on them.