Agency assistant software

When you get set up with a HelloFax account, you can send and receive faxes through email. You can also send and receive multiple faxes at once, edit and sign them electronically, and sync with Google Doc , DropBox , Box , OneDrive, and Evernote.

This takes all of the frustration and long waiting times out of the fax process, so you can please your old school customers and make it easy on your virtual assistant.

However, hiring an accountant can be expensive. Kashoo is a time-saving accounting application that automates bookkeeping tasks for small business owners.

Using machine learning, Kashoo categorizes and reconciles expenses with bank and credit card transactions and provides accurate, complete, and real-time reports in one click. Freshbooks offers accounting and time-tracking features like automatic checks and balances — suitable for virtual assistants and small businesses. It also provides financial information to help you make better business decisions and collaborate with your accountant.

This accounting tool also offers several customizable invoice templates that will help you match your brand identity. QuickBooks is one of the most popular accounting software suitable for small and medium-sized businesses. It offers features like expense tracking, invoice creation, and detailed reports. You can also sync QuickBooks with your bank account to automatically track income and expenses. Wave is a free accounting tool that helps you track income and expenses, create and send invoices automatically, and accept credit card payments.

It also offers advanced features like recurring billing and automatic payments. To import expenses automatically, you can connect Wave to your bank account or scan receipts to import manually. Xero is an online accounting and bookkeeping software designed for small businesses. It helps with invoicing clients and track the backend financials of your business. Your virtual assistant can use it to pay bills, reconcile bank transactions, send invoices, and accept payments.

Use this accounting tool to automate your financial reporting by making financial statements and balance sheets with a simple click. Project management tools make communication and collaboration with team members and virtual assistants easier.

They also help you track your deadlines and streamline various project-related workflows. Asana allows you to assign and manage tasks with a team of up to 15 people completely for free. You can easily assign tasks to your VAs, add them as followers, share projects, or mention them in task comments.

Its Kanban board allows you to toggle tasks and move them around to different statuses of completion. Moreover, its multiple workspaces features help you organize teams, projects, and tasks and keeps you updated on progress — eliminating the need for tedious back-and-forth email threads.

Basecamp is another simple project management solution that helps you break down your work into smaller projects. Each project consists of all the relevant information, files, conversations, and team members. You can also set meeting schedules and manage your calendars through Basecamp. Moreover, this project management tool offers web, Android, and iPhone apps to track your project on the go. You can use this platform to create projects, requirements and manage their workflows to ensure that your work goes according to plan.

It offers a digital Kanban board to collaborate with team members. Users can add comments, add members, and attach documents to the tasks assigned to them. It can be time-consuming and get lost in the shuffle. Microsoft Teams is a communication solution for businesses that enable them to chat, conduct audio and video calls, and schedule meetings.

You can also use it to share and collaborate in real-time on files. WhoBot is an AI chatbot that helps you find specific information about other members of your team. You can also use it to find out who knows what about a particular topic. Slack is a widely-used team communication tool that helps businesses organize their communication into different channels.

Channels that revolve around a set topic allow your team to have an organized way to communicate. Flock is an all-in-one messaging and collaboration tool suitable for small businesses. It enables them to communicate better to build a culture of transparency and enhance team productivity. You can use it to exchange messages, share files, conduct video calls, manage tasks, and centralize access to various business tools and services.

Flock also offers voice notes, to-do lists, and reminders, which can help you manage your tasks efficiently and boost productivity. Chanty is a team communication and collaboration platform that can help you stay organized and connected to your virtual assistants. Your virtual assistants can use these tools to create outstanding digital content and make your websites and social media posts more engaging:.

Canva is a tool everyone in charge of posting social media content should have. It makes creating beautiful images, graphics, and social media posts easy. And if you want to take the easy route, you can choose a template and customize it any way you would like. If you expect your virtual assistants to curate content to post on social media, introduce them to Canva. PicMonkey is a photo editing and design platform available as a web browser and a mobile app.

Your VA can use it for free for creating images with in-built effects, graphics, templates, and more. It offers more than 2. As all contents on the website are released under the Pixabay License, it makes them safe for personal and commercial use — without asking for permission or giving credit to the artist. With the pandemic, working remotely has become the need of the hour. This virtual assistant app also stores documents safely in the cloud, allowing you to access them whenever you need them.

Moreover, the free version has no limit on the number of documents you can sign. HelloSign by Dropbox is the easiest way to send, receive and manage legally binding signatures for businesses of any size. Use this software to quickly and securely complete paperwork online through an intuitive, user-friendly signing experience. EverSign is a secure, simple, and affordable solution for eSignatures. It can automate both internal and client-facing signatures.

It also integrates with online applications and services like Google Drive, Gmail, Evernote, and more. NextAgency's commission tracking tools make it easy to upload commission statements -- even those available only on PDFs -- and allocate them to carriers, clients, and sub-agents. Separately track commissions, overrides, bonuses, and fees. Run reports Applied Epic.

Recently recommended 13 times. Cooper Rose Digital Full Suite. Recently recommended 2 times. Partner XE. Recently recommended 1 time. Recently recommended 0 times.

NextAgency appears in the following software guides:. Showing 1 - 5 of 24 results. Read All Reviews. Company Size: employees. Industry: Insurance. Time Used: Less than 12 months. Review Source: Capterra. Excellent tool for small benefit agency management. Built and run like a next-gen SaaS Software as a Service platform, because it is. A refreshing departure from the enterprise-grade overkill of most agency management systems on the market, this is ideal for the small benefits-centric agency that just wants to track and manage their clients and sales pipeline within a well-designed, nimble system.

Frequent updates to features and functionality. The company is excellent at taking client feedback and implementing it. If we were benefits-only I'd hardly have anything to complain about.

Hi Steven. Thanks for the very great review and the high recommendation. We very much appreciate. It was a pleasure working with you and we wish you the best.

Mike from Anderson Benefit Partners. Company Size: 1 employee. I'll be a long time customer of NextAgency! Easy to use and intuitive. Get's all your information in a digestible, secure format. Reasons for Choosing NextAgency. The company is headquartered in Portland, Oregon, with a global network of talent in Asia and Central America. We chose it as the best for executives because it focuses exclusively on providing virtual administrative assistants to executives, entrepreneurs, and businesses.

Prialto differs from the other providers we reviewed because it offers VAs only for executive teams, business owners, sales professionals, high-growth startups, service professionals, and real estate professionals. Rather than assigning a single virtual assistant, the company offers clients a team with an engagement manager, a primary assistant, a back-up assistant, an account manager, and a team lead.

Prialto trains its virtual assistants to be proficient in popular administrative tools and tasks. Once a client is onboarded, the company works with users to get their assistants trained on any specific processes. Assistants can be reached via email, chat, or phone and are monitored and coached for quality as needed.

Prialto offers simple pricing without any extra fees or hourly charges. Individual pricing. Team pricing. Organization pricing. A virtual assistant service offers skilled remote assistants who can help business owners with a variety of tasks they otherwise would have to do themselves or pay an employee to do.

Those could be anything from responding to emails and customer service requests to updating a website or offering technical support. Most services offer their clients either a dedicated virtual assistant and access to assistants with other skills as needed or a dedicated virtual assistant who can organize and outsource tasks outside of their skills for the client.

Virtual personal assistant services start by setting up a meeting with a client to assess their needs. Next, the service assigns either a dedicated assistant who matches those skills or an account manager who can delegate tasks to the right individuals. Virtual assistant services make it easy for users to request tasks directly with their VA by email, phone, or chat.

These services offer pricing plans based on the total number of hours that users can request each month or week. Virtual assistant services focus on offering educated and trained professionals who can handle nearly any task capably and professionally. Since many services are located outside of the U. Personal assistant services are offered in monthly plans priced by the total amount of requests, usually translated as hours, available to a client each month.

Higher-priced packages typically reflect additional available hours and sometimes include additional features, like a backup assistant or an account manager. Assistants with other skills often are available for an additional hourly rate as needed. Small business owners often are caught at that tipping point between having too much to do every day that distracts them from their business, and not enough money to hire full-time employees to handle the overflow work.

A virtual assistant can bridge that gap by handling a variety of tasks as needed for a reasonable hourly rate, freeing up time for owners to focus on the work that helps their businesses grow.

Even many large businesses employ VAs rather than taking on the expense of full-time salaried assistants. We looked at more than a dozen personal assistant services for this review. We made sure to choose providers with well-trained and educated assistants, whether they were based in the U.

Reliability was another important consideration, so providers that offered security, supervision, project managers, and backup assistants also were high on our list. Finally, we wanted to find providers with affordable rates and multiple pricing plans that could meet the needs of both small and large businesses. The point of a virtual assistant is to save businesses time and money while helping them get more done.

Actively scan device characteristics for identification. Use precise geolocation data. Select personalised content. Create a personalised content profile. Measure ad performance. Select basic ads. Create a personalised ads profile. Select personalised ads. Apply market research to generate audience insights. Measure content performance. Develop and improve products. List of Partners vendors. Small Business Running Your Office. By Michael Kurko. He is an expert in small business marketing, finance, wealth management, and small business technology.

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