Tallie Expense Report Software Endorsed as CPA Practice Advisor “Top 9 Must-Have Apps for Accounting Professionals”

Our team is honored to announce that, earlier this week, CPA Practice Advisor endorsed Tallie’s expense report software as a “Top 9 Must-Have App for Accounting Professionals!” We are humbled to be recognized alongside such household names as: Evernote, TripIt, Uber, Dropbox,  AroundMe, Flipboard, Google Maps, and Starbucks. This honor adds even greater fire to our promise of delivering the premier expense report software solution for businesses and accounting firms alike.

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Here are the features we think contributed to Tallie’s recognition:

1. Enjoyable, Enterprise-Grade Software

Our team is most excited by the fact that the other eight apps featured on CPA Practice Advisor’s list are consumer apps well-known for their enjoyable user experiences. In fact, Tallie is the only accounting software featured on this list. Our reputation in the accounting community rests on our ability to provide enterprise-grade services without sacrificing simple, intuitive design. We’ve always prioritized customer satisfaction, whether they be accountants or end users–Tallie was designed to please.

2. Truly Bi-Directional Integrations

Tallie’s ability to meet the needs of every business, regardless of their size or workflow, wouldn’t have been possible without first-hand experience with the world of accounting. Therefore, it should come as no surprise that our expense report software was built by actual accountants. You can see it in the features we build, such as one-click multi-exports, and the ability to neatly import project & class into your accounting system. Our bi-directional integrations are what really sets us apart, allowing Tallie to fit seamlessly into your company’s pre-existing accounting system without hassle or compromise.

Available on both Android and iOS, Tallie has been praised as a critical component for any optimized accounting workflow. Boomer Consulting CEO Gary Boomer affirmed that Tallie has “reduced expense reporting time by at least one hour per week and integrates directly with Bill.com and QBOL.” He goes on to say that “it has also reduced others’ time in the processing and integration of expense reports with Bill.com. The workflow is built into the app and the support is excellent.”

3. Lifetime of Live Support

Every Tallie account includes lifetime access to Tallie’s Product Expert Team. Period. This includes same-day account setup with a technical expert, new customer training sessions, continuous education, and bottomless access to our U.S.-based technical support team– available via telephone, email, online, or carrier pigeon. We also make training resources available 24/7 in Tallie’s Resource Room.

4. Delightfully Easy

We believe that all software should be simple to use, and expense report software is no exception. Tallie has been described as the “easiest mobile expense app for traveling teams” by Andrea B. of AccountingDepartment.com. See for yourself what current Tallie clients are saying about their experiences on the Intuit App Center. You’ll notice that the majority of our reviews highlight how easy Tallie is to set up and start using. Nothing makes us happier than knowing that we’re saving our customers time, money, and headaches. Words like “simple,” “intuitive,” and “easy,” are like music to our ears.

The Tallie team is thrilled and honored to receive this recognition from CPA Practice Advisor, the definitive resource for tax and accounting professionals in the public practice. If you’d like to see how our award-winning cloud-based expense management solution can work for your business, schedule a personal Product Demo or give us a call at 800-592-5144.

Read the full article on CPA Practice Advisor’s website. 

Become an Expense Report Guru. FREE October Tallie Training Webinars!

We believe in not only offering the industry’s best expense report software, but also a lifetime of top notch customer service. Due to the success of Tallie’s September webinars, we are continuing to offer free weekly training for users, administrators, and approvers alike. Lasting only 30 minutes, these training sessions are packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for an October webinar below to have Tallie Experts walk you through quick & easy training sessions!

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TALLIE USER TRAINING

1. Walk through the creation of a Tallie expense report.
2. Share the tips and tricks to create your expense report in a few minutes.
3. Answer any and every Tallie question you have.

Register:
Tuesday 10/7 8:30 – 9:00 am PDT
Tuesday 10/14 8:30 – 9:00 am PDT
Tuesday 10/21 8:30 – 9:00 am PDT
Tuesday 10/28 8:30 – 9:00 am PDT

APPROVER TRAINING

1. Walk through the expense report approval process within Tallie.
2. Show the expense report edit feature for specified approvers.
3. Answer any and every Tallie question you have.

Register:
Thursday 10/16 8:30 – 9:00 am PDT

ACCOUNTANT TRAINING

1. Provide a tour of the Tallie Accountant Portal.
2. Walk through the client account management process within the Accountant Portal.
3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
4. Answer any and every Tallie question you have.

Register:
Thursday 10/9 8:30 – 9:00 am PDT
Thursday 10/23 8:30 – 9:00 am PDT

ADMINISTRATOR TRAINING

1. Walk through how to set custom policies and approval levels within Tallie.
2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
3. Answer any and every Tallie question you have.

Register:
Thursday 10/2 8:30 – 9:00 am PDT

If you have any questions between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2We hope to see you there!

Tips for Surviving (and Thriving) During the Busy Season

As we find ourselves in the thick of fall tax season, many accountants are already feeling the dreaded “burn out.” After a month of working ten to twelve hours a day, six days a week, even the most dedicated CPA might start to dream about setting fire to their paperwork. (That is, if they ever got any sleep!)

Sometimes, when faced with a crushing deadline at work, our healthy habits are the first things to go. Why spend precious time taking care of yourself when there’s an audit underway? Well, the truth is, you don’t always have to sacrifice your sanity in order to make it through the busy season. Below are some ways of caring for your mind and body that will not only help you feel better, but are proven to boost the quality of your work.

1. Step away from the screen!

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Image Courtesy of Fotolia.com

The longer you power through those deductibles, the sooner they’ll get done, right? Wrong!

As it turns out, scheduling regular breaks during the workday can actually do more than lift your spirits. Studies have shown that taking a break can significantly increase your performance, as well as your ability to focus on the job at hand. It sounds counterintuitive, but taking time away from a task will allow you to work harder and more efficiently once you return. The most effective breaks are spent away from the screen, preferably on your feet or in conversation. But the best break of all is the one that makes you feel good–so whether it be a twenty minute power nap or a ten minute stroll around the building, know that your brain will always benefit from a little you-time.

2. Leave room on your plate for lunch!

It’s not just your mind that needs some TLC. When you’re buried under mountains of paperwork, it can be easy to lose track of time, and, before you know it, the lunch hour has come and gone. Being pressed for time is never a good reason to skip a meal–going without food is known to decrease productivity, and can leave you irritable, fatigued, and unable to concentrate. If your office makes a habit of ordering in lunch and dinner during tax season, take advantage of it! Otherwise, find the system that works best for you. Do you look forward to going out to lunch with co-workers? Treat yourself! Looking to save money by bringing your meals from home? Try preparing your lunches a couple days in advance, just in case you’re too tired to whip something up the night before.

And believe it or not, just because you’re sitting at a desk all day doesn’t mean you can skimp on the water. Scientists have found that even mild dehydration can lead to decreased cognitive ability, as well as a negative impact on one’s mood and stamina. So don’t forget to drink lots of water in between those pots of coffee!

Oh, and about that desk . . .

3. Deskercise!

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Image Courtesy of Shutterstock.com

If you often find yourself exhausted, stressed, and fidgety at the office, you may find relief in a rather unexpected place: exercise. That’s right: according to the American Psychological Association, employees who exercise during the workday are more productive, happier, and have more energy than those who stay sedentary. Of course, accountants don’t always have time for (or access to) a gym during tax season. Fortunately, there are a number of workouts that you can do right there at your desk, even while continuing to work on those returns.

If you feel a little silly working out in the middle of the office, try to spend one of your breaks throughout the day engaged in physical activity. Walking to or from work, or even standing up and doing a lap around the office once every hour can do wonders for your mood and overall health.

Tax season may come only once (okay, twice) a year, but that doesn’t make it any less tough. Just remember that by making time to take care of yourself during these hectic, back-to-back months of long hours and missing weekends, you can skip the burn out and enjoy that well-deserved break.

Of course, another great way to make sure the busy season goes as smoothly as possible is to make sure you’re using the right tools. When it comes to processing expenses, our comparative analysis found that Tallie clients experience 67% time savings when compared with other expense report products. Our software will also save you the hassle of dealing with errors and expense fraud through our automated error prevention features. Tallie offers duplicate detection, auto-merging of matching of credit card transactions and receipts, and will even auto-flag expenses that violate your company’s policies.

Good luck with the rest of the busy season! We’ll see you on the other side.

Ready to save time with Tallie’s award-winning expense management software? See how we can help improve your business’s accounting flow, FREE for 14 days – no credit card or commitment required. How about a walkthrough from one of our trained experts? Schedule your free Tallie product demo any time.