In this episode we get super specific and talk tools. We've had a bunch of emails come in from listeners asking about how to work with multi factor authentication (MFA) for all the different apps in and accounting tech stack.
We talk about tools in Penny's workflow namely yodel.io which is is VoIP company that has a bunch of integrations including Slack and Relay Financial which is a new fin tech bank designed specifically for small business and the advisors that serve them.
Both these tools present different ways of working. That means you will have to talk to your clients about changing banks, about setting up access profiles for your team. To help you do that we chat about the additional layers of security that tools like these bring as well as the increased access that your team needs to deliver the services that your client has invested in.
Please note: These are just some of the tools used, there are many out there and we the hosts of this podcast are not in anyway compensated by the providers.
If you'd like to pick our brains on software or workflow (including to share feedback), please connect with us on LinkedIn or Twitter. And remember to rate us, like us and share us, so we can spread the word.