We only recommend online platforms that we use to manage and grow our own business. There’s no hype or fluff here — just the stuff we’ve found essential to our success.
Resources
Tools and resources to empower your success
Important Disclosure: Please Read Before Proceeding
We’re proud affiliates for some of these tools, meaning if you click a link for a tool and make a purchase, we earn a commission at no extra cost to you. Our recommendations are based on deep experience with and knowledge of these companies and their products. We recommend them because they are helpful and useful, not because of the commissions we may receive. Please do not spend any money on these products unless you believe they will help you achieve your goals.
Business Apps
We use Box’s FedRamp approved tier level of service which means the security compliance is approved and used by the federal government. Our security protocols prevent accidental access to secure folders and files by only allowing invitees to access the folder link and denies access to anyone else who tries to access the link. We have an audit tracking process to monitor changes in folders and files
Monday.com is easy, intuitive and makes project management very approachable and quickly learned by non-project managers. We are able to manage our systems and processes using Monday.com and its third-party apps with ease.
Later is an incredible platform that offers some incredible features at a price point that cannot be beat – serving as our primary social media management tool. It helps us to leverage our team’s resources best and plan out our messaging in advance.
Brevo is an easy, all-in-one system for managing emails, campaigns, automations, service requests and customer management. It provides a ton of tools for the value too!
Toby, one of our Managing Partners, believes that “Twilio allows us to connect with our customers in a seamless but personal way. Twilio allows us to scale up our capacity for leads without overwhelming or boring out our sales team.”
Gusto makes the payroll process easy! It files reports and make payments timely without any required action on our end. It is user-friendly and makes payroll less intimidating
WhatsApp Business is a secure and encrypted messaging platform we use to communicate with our customers. We use it to send messages, images, videos, and other content to our customers without incurring any additional costs.
Our social media manager Ethan finds that Canva “…is a really solid, easy-to-use app that is packed with features that make designing visual assets simple, especially for non-graphic designers.”
Eledo allows us to optimize our document creation efficiency and mitigate human error from putting together contracts, agreements, and completing forms. This allows our team to focus on the quality of the service more than the administration of putting together documents.
Financial Apps
We specifically use this platform to be a secure and streamlined process for managing tax returns, uploading sensitive information and knowing which stage their tax return is in.
According to Cameron, one of our Managing Partners, Quickbooks “…combines ease of use with the robustness of a full accounting software which makes this software by far the best we have used for small business.”
Wave is simple to use and cost effective for start-up businesses. Built by small business owners FOR small business owners.
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Tools You Can Use
IRS’ “Where’s My Refund?” Tool
Hey when you’ve sent in that tax filing and you are expecting a refund, you wanna know when it is going to get into your hands, right? We got you! Fortunately, the IRS has this handy tool to help you track just that.
IRS’ “Where’s My AMENDED Refund?” Tool
Let’s say you had to amend your filing and are expecting a refund. The IRS even has a tool for tracking these. Not only does it track the current tax year, but you can use this to track amended filing returns for up to three years before!
IRS’ “Get Copies of My Records/Transcripts” Tool
Sometimes in life you need to go back to move forward. With this, you can access your personal tax records, transcripts of past tax returns, tax account info, wage and income statements, and verification of non-filing letters.
IRS’ “Make Payment Arrangements” Tool
If you are a qualified taxpayer or authorized representative (Power of Attorney) you can apply for a payment plan (including installment agreement) online to pay off your balance over time. How handy is that?
US Dept of Treasury’s “EFTPS® Business Tax” Tool
The Electronic Federal Tax Payment System® tax payment service is provided free by the U.S. Department of the Treasury. Enroll your business on it and you can pay any tax due to the Internal Revenue Service (IRS) using this system.
Maryland’s “Individual Tax Payment” Tool
The State of Maryland makes it super easy for you to take care of any bill payments on individual tax liabilities online.
Just be sure to have your return on file first (see EH Solutions for help with this).
DC’s “Individual Tax Payment” Tool
The District of Columbia makes it super easy for you to take care of any bill payments on individual tax liabilities online. Just be sure to have your return on file first (see EH Solutions for help with this).
Virginia’s “Individual Tax Payment” Tool
The State of Virginia makes it super easy for you to take care of any bill payments on individual tax liabilities online.
Just be sure to have your return on file first (see EH Solutions for help with this).