Category: Cool Tools

Unlocking Efficiency with Cloud Storage Solutions: Box.com vs. Dropbox

In today’s digital age, efficient data management and storage are paramount for thriving businesses. At Zumifi, we have honed our expertise over time and identified some indispensable tools that empower our operations and clients’ businesses. This article delves into the world of cloud storage and compares two heavyweights in the arena: Dropbox and Box.com (formerly...

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Unlocking Efficiency: QuickBooks Windows App Boosts Your Workflow

In modern business management, QuickBooks stands as a stalwart, offering a comprehensive suite of financial tools to streamline your operations. However, did you know that the QuickBooks app for Windows can supercharge your efficiency even further? This article delves into the advantages of using the QuickBooks Windows app and how it can transform your financial...

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Unlocking Business Efficiency with Asana: Your Key to Streamlined Collaboration

In the realm of business operations, efficiency reigns supreme. For Zumifi, the pursuit of efficiency is a mission, and they’ve honed their skills over time to elevate their clients’ businesses to new heights. What’s their secret? Well, it’s not a secret anymore. Zumifi is here to unveil some of their favorite tools that have the...

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Cool Tools – Google Docs

We have recently been working closely with a client who is launching their product, and as they grow their team, we must have a clear and efficient way to document and communicate workflows. To achieve this, we have been using Google Docs, a cloud-based word-processing tool that offers an ideal solution for our needs. With...

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Set up annual recurring tasks for finance

Set up annual recurring tasks for finance/accounting deadlines Staying on top of finance and accounting deadlines can be challenging, especially regarding recurring annual tasks. To stay organized and ahead of the game, setting up recurring tasks using a task management tool like Asana is recommended. With Asana, you can easily create tasks, reminders, and lists...

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Cool Tools – Adobe password-protect sensitive documents!

We should all be aware of the need to protect sensitive information. For example, we don’t send 1099 forms without first password-protecting the PDF since 1099 contains a tax ID number that is likely rather sensitive information that should be secured. The easiest way to password-protect a PDF is to use Adobe Acrobat DC. Yes,...

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Cool Tools LastPass

At Zumifi, we have been doing this for a while and have a few favorite tools to make our client’s businesses more efficient. This is a sampling of the tools we like to use to deliver powerful X-ray Vision for our clients. We connect with people, explore, shop, and learn online. We don’t go online...

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Cool Tools – efile4biz.com

January is a busy month for businesses. All fourth-quarter filings, as well as annual filings, are due no later than January 31, 2023. Therefore, closing out your books, confirming their accuracy, and ensuring you complete your filings this month is essential. Below is a quick checklist of items you may need to file, so review...

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