Tag Archives: websites

VAs Favourite Tools

I belong to the GHVA (Golden Horseshoe Virtual Assistants) Group and at our June meeting we made a listing of our favourite online tools that allow us to work effectively and efficiently for our clients:

Billing Bosshttp://www.billingboss.com/
A free service for invoicing. You can upload your contact list or add it separately. Billing Boss will email invoices and make a PDF version. Clients can pay online or pay with PayPal, just click to pay! Unfortunately you cannot make a custom invoice, and it won’t track your time. There are additional items that cost to connect them. Mobile version is a cost and you can do it from your phone! Can allow others to run reports.
Recommended by Janet Barclay

Doodlehttp://doodle.com/
Doodle offers a basic free service, a free account to connect your personal calendar, and ad-free premium services with advanced functionality. All accessible from anywhere, anytime.
Recommended by Angela Spisak

Dropboxhttp://www.dropbox.com/
Great place to share documents with clients. I have different folders for each and they can only accesstheir folder. 2GB of Dropbox for free, with subscriptions up to 100GB available.
Recommended by Salma Burney

Echosignhttp://www.echosign.com/
Free for contracts and agreements. Upload your agreement, send them an email, then you get an email that your client has signed it. You can download the PDF with the electronic signature. Free up to 5 signatures per month. Uploading a document, making changes to a document, and sending a document for signature are included in the 5 transactions with a free account. The 5 transactions are tracked within a 30 day rolling window from the time the free account is activated.
Recommended by Janet Barclay

Hardware: 2nd monitor
A second monitor connected to your computer, so you can have email on one screen, and QuickBooks open another screen. You can drag open windows from one monitor to the other.
Recommended by Jacquie Manore

Infusionsofthttp://www.infusionsoft.com/
Better than 1shoppingcart. It puts customers on a promo list, takes them off easily. Infusionsoft’s customer service is very good.
Recommended by Angela Spisak

Mailchimphttp://mailchimp.com/
No cost for up to 2,000 contacts! Low cost compared to others. Has a lot more plug-ins, opt-in forms for your blog or website. Has a hook-up to sign up through your Facebook page. You can send out 6 email blasts per month free. Easy templates.
Recommended by Crystal Burkholder

Meetingwizardhttp://www.meetingwizard.com/
Free and low-cost options. Easy to get started. No downloads required. Integrated with MicrosoftOutlook™
Recommended by Peggy Stegmaier

QuickBookshttp://quickbooks.intuit.ca/accounting-software/index.jsp
Small Business Accounting Software for Canadians. With over 4 million users worldwide, QuickBooks is the #1 best-selling accounting software in North America. (Based on NPD Group/Retail Tracking Service in Canada and the U.S. from July 2009 through July 2010 for desktop software only.)
Recommended by Jacquie Manore

Roboformhttp://www.roboform.com/
A password manager website. It works like a bookmark. There is one called RoboForm Everywhere that supports mobile devices. You can password protect it for opening the files. It will pop up and ask if you wish to save it. Free up to 10 logins.
Recommended by Janet Barclay

SendOutCardshttps://www.sendoutcards.com/rebeccafollows/
SendOutCards’ convenient system lets you send that birthday, anniversary or thank you card without the hassle of pen, paper, stamps, envelopes or mailboxes. Sending a card has never been so easy! With just the click of a button, you can choose your custom card, add a personal photo, write your message and click send. We print, stuff, stamp and mail the physical card for you.
Recommended by Salma Burney

Surveymonkeyhttp://www.surveymonkey.com/
Surveymonkey is great when compiling a simple survey, it’s confidential and the free version is very good.
Recommended by Manda
WordPress Videoshttp://www.wp101.com/
WordPress videos for SEO video resources. They are very clear and easy to understand and to follow through.
Recommended by Debbie Lapointe

Zoominfohttp://www.zoominfo.com/
From their website: “We are the leading provider of business information and the market’s only source of just verified, in-depth profiles on millions of businesses and employees.”
Recommended by Peggy Stegmaier