Client Management Tools

Best Software for Aesthetic Clinics

Best Software for Aesthetic Clinics

Ft. Vagaro, Fresha, Acuity, Mangomint, Zenoti, & Boulevard There are many monumental decisions you will make in setting up or expanding your aesthetic business. One of the most important is choosing the right booking software. It’s not just about checking clients in-and-out and collecting payments. It’s about ease and flow while maximizing your time.  Furthermore, ... Read more
Best Accounting Software for Medical Spas

Best Accounting Software for Medical Spas in 2025: A CPA’s Perspective

As a CPA, I typically advise my SMB clients on what business tools they can use to make their lives easier, save money, and reclaim precious time. And while I mainly focus on accounting software and back-office tools, I’ll occasionally recommend certain front-of-house platforms that are particularly good at flowing data to the financials — ... Read more

How to Extract Text from an Image: A Quick Guide

As someone who lives for automation to simplify processes and administrative tasks, I like to lean into tools that make my life and work easier. Using tech to extract text from images is a perfect example. It’s one of those functionalities you could live without… until you start using it and realize how valuable it ... Read more

Best Simplybook Alternatives

Whether you run a nail salon, spa, or fitness center, you’ve probably run into some of the same issues with Simplybook: an inability to link to comprehensive POS systems, integrate with other third-party platforms, or give calendar controls to all of your staff. I struggled for a long time to find a good replacement for ... Read more

Best Salon Appointment Apps

Picture this: You’ve just upgraded to a new salon appointment app. This is going to unlock a wealth of opportunities for your business! But then, disaster strikes. Somehow, you’re double-booked for an appointment this morning and have to turn someone away. If this sounds familiar, it’s no surprise you’re now once again researching the best ... Read more
Best Smartlead Alternatives

Best Smartlead Alternatives for Predictable Sending

As someone who’s spent over 5 years “selling stuff door to door” (a.k.a. cold emailing), I get why so many of you like Smartlead: unlimited warm-ups, dynamic sequences by the dozen, that “send from any inbox” freedom. And in all honesty, it does tick a lot of boxes for outreach volume. But once you start ... Read more
How to Upgrade Your Computer

How to Upgrade Your Computer Hardware: Smarter Performance for Modern Businesses

When Slow Tech Drags Your Business Down Every minute you spend waiting for a file to render, a browser tab to load, or a spreadsheet to calculate is money slipping through the cracks. For small businesses and digital entrepreneurs, a sluggish computer isn’t just frustrating—it’s expensive. Instead of rushing to buy new gear, a few ... Read more

Boulevard Salon Software Pricing Guide

Boulevard is a relatively new contender in the salon software marketplace. It was designed by professionals with real salon experience, and that really shows in small, but impactful ways.  On average, after switching to Boulevard for at least 90 days, your salon will see: But is all that really worth the price? I’ll dive into ... Read more
Best Salon Membership Software

Best Salon Membership Software

One of the easiest ways to get recurring appointments for your salon is through memberships. Memberships can help build better cash flow for your salon and keep your clients coming back with things like subscriptions. We use memberships much like a loyalty program, providing our clients with the opportunity to get discounts on services or ... Read more
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 Software for Aesthetic Clinics

Best Accounting Software for Medical Spas in 2025: A CPA’s Perspective

How to Extract Text from an Image: A Quick Guide

Best Simplybook Alternatives

Best Salon Appointment Apps

Best Smartlead Alternatives for Predictable Sending

How to Upgrade Your Computer Hardware: Smarter Performance for Modern Businesses

Boulevard Salon Software Pricing Guide

Best Salon Membership Software

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

Latest on Client Management Tools

Best Software for Aesthetic Clinics

Best Software for Aesthetic Clinics

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By The Digital Merchant Team

Ft. Vagaro, Fresha, Acuity, Mangomint, Zenoti, & Boulevard There are many monumental decisions you will make in setting up or expanding your aesthetic business. One ...

How to Extract Text from an Image: A Quick Guide

Photo of author

By Tarryn Menzies, PMP, AgilePM

As someone who lives for automation to simplify processes and administrative tasks, I like to lean into tools that make my life and work easier. ...

Best Simplybook Alternatives

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By Lacey Jackson

Whether you run a nail salon, spa, or fitness center, you’ve probably run into some of the same issues with Simplybook: an inability to link ...

Best Salon Appointment Apps

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By Ewen Finser

Picture this: You’ve just upgraded to a new salon appointment app. This is going to unlock a wealth of opportunities for your business! But then, ...

Boulevard Salon Software Pricing Guide

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By Lacey Jackson

Boulevard is a relatively new contender in the salon software marketplace. It was designed by professionals with real salon experience, and that really shows in ...

Best Salon Membership Software

Best Salon Membership Software

Photo of author

By Lacey Jackson

One of the easiest ways to get recurring appointments for your salon is through memberships. Memberships can help build better cash flow for your salon ...

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

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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

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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, ...

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