Katherine breaks down every tool, app, and system she actually uses to manage hundreds of clients, a full team, and a content operation without losing her mind. Tools covered in this episode: Zoho One - CRM, forms, e-signatures, contracts, and internal notifications for a tax firm ClickUp - project management, task lists, client pipeline, and team coordination Zapier - automation between Zoho Forms, ClickUp, and the rest of the stack Drake - professional tax preparation software (industry standard for accounting firms) Microsoft 365 / SharePoint / Teams - why accounting firms should be in Microsoft, not Google Canva - brand kit, carousels, social graphics, and presentation decks Riverside - podcast recording and editing workflow Buzzsprout - podcast distribution to Apple, Spotify, and all platforms Squarespace + Acuity - website (built from an Etsy template) and consultation booking Stripe, PayPal, Cash App - payment processing for client calls Remarkable Pro - digital paper tablet for daily planning and note-taking Claude AI - deep thinking, SOPs, analysis, and complex content strategy Gemini - content ideation, quick research, and Google ecosystem tasks ChatGPT - light-use backup This episode answers: What tools does a small tax firm actually need to run efficiently? How do you manage a team, clients, and content creation at the same time? What's the difference between Claude, Gemini, and ChatGPT for business use? How do you automate client intake and project management as a solo founder? What project management tool should a self-employed person start with? Whether you're a one-person operation or building a small team, Katherine tells you exactly where she'd start and it's not where most people think. 🔗 Resources & Links: Book a consultation: https://www.theonlyconsultant.com/appointments Website: www.theonlyconsultant.com Instagram & TikTok: @the_only_consultant Prisma Tax Group provides judgment-free tax consulting for self-employed earners, adult content creators, and small business owners nationwide.
