Client Management Tools

Best Product Roadmap Tools

Best Product Roadmap Tools

Product management and development start with strategic planning. Product roadmaps are a critical part of the early-stage process, and businesses can make use of roadmap software to help execute their vision strategically and communicate this clearly to stakeholders. A key part of product roadmap development begins with user or customer feedback, and these tools can ... Read more
Best Automation Software for Small-Business Accounting

The Best Automation Software for Small-Business Accounting: My Experience as a CPA

As a CPA who has cleaned up more ledgers than I dare admit, I judge automation by one thing: does it cut typing without hiding risk or just plain, flat out getting things wrong. In my experience, the best tools connect bank and card feeds, apply exceptionally clear rules, route bills for approval, and surface ... Read more
OneNotary vs. BlueNotary

OneNotary vs. BlueNotary: A CPA’s Field Guide to Choosing an Online Notary

What up, number crunchers and SMB owners? I’ve run a CPA for a while now and see how “small” workflow choices ripple into real costs like lost time chasing signatures, rescans because a seal isn’t clear, or a client who gives up halfway through identity checks. Remote Online Notarization (RON) solves a lot of that, ... Read more
OneNotary vs. PandaDoc Notary

OneNotary vs. PandaDoc Notary: A CPA’s Comparison

If you’re like me (and every other accountant that walks the earth), you probably don’t like change. If things aren’t broken, they don’t need to be fixed. Normally, I’d wholeheartedly agree with that sentiment, and luckily, I don’t run the world, otherwise we’d never have discovered fire, and we’d still be living in huts. Luckily, ... Read more
OneNotary vs. NotaryLive

OneNotary vs. NotaryLive: A CPA’s Honest Comparison

Alright, let’s talk about something that is somewhat new to me, and probably is to you, too. This year, I ran across Remote Online Notarizations, which are something I’d never heard of before. It’s sort of like DocuSign but for notarizations. It takes no time, is easy, and overall, I was super impressed with it. ... Read more

Best Online Booking Systems for Salons

Having a central location for online booking is essential for salons. As an independent or small, scaling business, you might be able to get away with multiple online systems to manage things like inventory, if you have it, POS, and marketing, but these are all secondary to being able to secure your online bookings. So ... Read more
Top Process Street Alternatives

Top Process Street Alternatives: My Picks

Is anyone still documenting workflows manually in 2025? There are countless tools that can take the pain out of this tedious task nowadays. Of course, as is often the case in the world of B2B SaaS, this poses its own problem. There’s just too much choice. Process Street is one of the leading workflow documentation ... Read more
Best Small Business Spa Software

Best Small Business Spa Software

If you’re running a small business spa, the software you need most will typically provide several services in one location with options for third-party integration or custom features. In my opinion, the best features include forms (particularly for medical spas), online bookings, payment processing, and client management. So I looked into the best small business ... Read more
Create Training Videos

How to Create Training Videos

With the rise of technology and now AI, adapting to modern ways of training individuals is a critical step for organizations to stay ahead of the curve when it comes to employee engagement and upskilling. Relying on document-based training guides and extensive text-heavy manuals has proven to be a less effective strategy and is becoming ... Read more
Shopify Shipping Alternatives

My Top Shopify Shipping Alternatives: A fresh look for 2025

Shipping is absolutely, utterly, completely, with shrieking boldface and capital letters central to e-commerce. And while Shopify Shipping offers you great rates with the major carriers, embedded insurance of up to $200 on every shipment, and better rates when shipping via DHL, a lot can go wrong as your store scales.  New geographic areas mean ... Read more
Best Online Schedule Maker

Best Online Schedule Maker: Which One is Best in 2025?

Online schedule makers are an absolute lifesaver. I run a business with multiple locations, and as we grow, our shift patterns are getting increasingly complicated. My employees are human, of course. And they have human needs. Which means dealing with shift swaps, sick days, and PTO requests. Without an online schedule maker, I’d be drowning ... Read more
Best Release Notes Software

Best Release Notes Software

Release notes are an integral part of communicating changes and updates to products. Businesses should use release notes software to enable important information to be communicated quickly, accurately, and professionally across a range of platforms.  Customers, users, and even internal teams should be aware of critical changes, bug fixes, or enhancements as they happen, as ... Read more
Best Work Scheduling Templates

Best Work Scheduling Templates: Time to Put Scheduling on Autopilot

Countless businesses succeed or struggle on the ability or inability of owners to forecast staffing needs, manage unexpected absences, or balance employee preferences with peak demand.  Some operators start with a simple piece of paper, and then move to the trusty Excel spreadsheet. However, if you’ve had one too many “I didn’t know I was ... Read more
Top 7 StyleSeat Competitors

Top 7 StyleSeat Competitors

What do salons and spas have in common? Turns out quite a lot. They primarily operate on a pre-booked schedule. They rely heavily on specialized software. They need to maintain detailed client records.  I used to think StyleSeat was the go-to booking and calendar management software solution to solve all these problems because of their ... Read more
Square vs. Boulevard

Square vs Boulevard Compared: Tools, Features, and Pricing Breakdown

As a spa or salon, you have several options for booking platforms, but you have equally high options for other aspects of managing your business, like POS, ecommerce, marketing, and so forth.  So where do you even start?  Let’s look at Square, a highly competitive option in terms of price used by a lot of ... Read more
Booksy vs. Boulevard

Booksy vs Boulevard Compared: Side-by-Side Overview

Today I’m reviewing Booksy vs. Boulevard, based on professional needs, size, and preferences. Both Booksy and Boulevard are subscription-based services that offer things like appointment reminders, marketing messages, and, in some cases, comprehensive front desk features, communication tools, and report generation. I’m going to compare Booksy vs Boulevard for businesses considering some of top business ... Read more

Best Product Roadmap Tools

The Best Automation Software for Small-Business Accounting: My Experience as a CPA

OneNotary vs. BlueNotary: A CPA’s Field Guide to Choosing an Online Notary

OneNotary vs. PandaDoc Notary: A CPA’s Comparison

OneNotary vs. NotaryLive: A CPA’s Honest Comparison

Best Online Booking Systems for Salons

Top Process Street Alternatives: My Picks

Best Small Business Spa Software

How to Create Training Videos

My Top Shopify Shipping Alternatives: A fresh look for 2025

Best Online Schedule Maker: Which One is Best in 2025?

Best Release Notes Software

Best Work Scheduling Templates: Time to Put Scheduling on Autopilot

Top 7 StyleSeat Competitors

Square vs Boulevard Compared: Tools, Features, and Pricing Breakdown

Booksy vs Boulevard Compared: Side-by-Side Overview

Latest on Client Management Tools

Best Product Roadmap Tools

Best Product Roadmap Tools

Photo of author

By Tarryn Menzies, PMP, AgilePM

Product management and development start with strategic planning. Product roadmaps are a critical part of the early-stage process, and businesses can make use of roadmap ...

Best Online Booking Systems for Salons

Photo of author

By Lacey Jackson

Having a central location for online booking is essential for salons. As an independent or small, scaling business, you might be able to get away ...

Top Process Street Alternatives

Top Process Street Alternatives: My Picks

Photo of author

By Francis Walshe

Is anyone still documenting workflows manually in 2025? There are countless tools that can take the pain out of this tedious task nowadays. Of course, ...

Best Small Business Spa Software

Best Small Business Spa Software

Photo of author

By Lacey Jackson

If you’re running a small business spa, the software you need most will typically provide several services in one location with options for third-party integration ...

Create Training Videos

How to Create Training Videos

Photo of author

By Tarryn Menzies, PMP, AgilePM

With the rise of technology and now AI, adapting to modern ways of training individuals is a critical step for organizations to stay ahead of ...

Best Release Notes Software

Best Release Notes Software

Photo of author

By Tarryn Menzies, PMP, AgilePM

Release notes are an integral part of communicating changes and updates to products. Businesses should use release notes software to enable important information to be ...

Top 7 StyleSeat Competitors

Top 7 StyleSeat Competitors

Photo of author

By Lacey Jackson

What do salons and spas have in common? Turns out quite a lot. They primarily operate on a pre-booked schedule. They rely heavily on specialized ...

Booksy vs. Boulevard

Booksy vs Boulevard Compared: Side-by-Side Overview

Photo of author

By Lacey Jackson

Today I’m reviewing Booksy vs. Boulevard, based on professional needs, size, and preferences. Both Booksy and Boulevard are subscription-based services that offer things like appointment ...

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