10 Best Collaboration Tools for Remote Accounting Teams 2024

Here's a quick overview of the top collaboration tools for remote accounting teams:

1. Zoom: Video meetings, screen sharing
2. Loom: Video messages, screen recording
3. Slack: Quick messaging, file sharing
4. Calendly: Easy meeting scheduling
5. Jell: Daily check-ins, goal tracking
6. Google Docs: Real-time document editing
7. Miro: Online whiteboard collaboration
8. Karbon: Task automation, workflow management
9. Trello: Visual project management
10. Asana: Project and task tracking

Quick Comparison:

Tool	Main Use	Cost (Monthly)	Team Size
Zoom	Video calls	$14.99/user	Small-Medium
Loom	Video messages	$8/user	Small-Medium
Slack	Chat	$7.25/user	Medium-Large
Calendly	Scheduling	$8/user	Small-Medium
Jell	Team management	$2/user	Small-Medium
Google Docs	Document editing	Free	Small-Large
Miro	Visual collaboration	$8/user	Medium-Large
Karbon	Work management	$25/user	Medium-Large
Trello	Project boards	$12.50/user	Small-Medium
Asana	Task management	$9.99/user	Medium-Large

Choose tools based on your team's size, needs, and budget. Start with 1-2 tools, train your team, and integrate with existing software for best results.

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How to Choose Collaboration Tools

Picking the right tools for your remote accounting team can be tricky. Here's what to look for:

Key Features for Accounting Teams

When looking at tools, make sure they have:

• Security: Strong protection for financial data
• Works with accounting software: Fits with programs you already use
• Team communication: Ways to talk and work together in real-time
• Task tracking: Features to assign work and follow progress

Easy to Use

The tools should also be:

• Simple: Quick to learn and use
• Available anywhere: Works on different devices
• Fits your needs: Can be set up for your team

What to Look For	Why It Matters
Security	Keeps data safe
Works with your software	Makes work smoother
Team communication	Helps everyone stay connected
Task tracking	Keeps work organized
Simple to use	Saves time and frustration
Available anywhere	Let's team work from anywhere
Fits your needs	Works the way you want

When checking out tools, ask:

• Is it secure enough?
• Does it work with our current software?
• Can we talk and work together easily?
• Is it simple to use?
• Can we use it from anywhere?
• Can we make it work for our team?

1. Zoom

Key Features for Accounting Teams

Zoom offers these main features for remote accounting teams:

• Video meetings
• Screen sharing
• Meeting recording
• Works with other tools (calendars, project software, CRM)

Pros and Cons

Pros	Cons
Easy to use	Needs good internet
Clear video and sound	Free version has limits
Strong security
Fair price

Pricing Information

Plan	Price	What You Get
Free	$0	40-minute meetings, basic recording
Pro	$14.99/user/month	No time limits, cloud recording
Business	$19.99/user/month	Single sign-on, custom branding
Enterprise	Custom price	Extra support, special setup

Zoom is a good video tool for remote accounting teams. It's simple to use, has clear video, and keeps data safe. It works well for teams of all sizes.

2. Loom

Key Features for Accounting Teams

Loom helps remote accounting teams work together better with these main features:

• Screen recording: Make videos of your screen to show how to do things
• Video messages: Send short videos instead of long emails
• Screen sharing: Show your screen to others while you work
• Video storage: Keep all your videos in one place

Pros and Cons

Pros	Cons
Easy to use	Free version has limits
Less time in meetings	Might need extra software for some features
Helps teams work together
Free version available

Pricing Information

Plan	Price	What You Get
Free	$0	100 videos, up to 5 minutes each
Pro	$10/user/month	No limit on videos, up to 2 hours each, your own branding
Business	$20/user/month	More features, one login for all, special setup help
Enterprise	Ask for price	Extra help, better security, custom setup

Loom is a good tool for remote accounting teams. It helps them work together better and spend less time in meetings. Teams can share what they know more easily. The free version and fair prices make it a good choice for many teams.

3. Slack

Key Features for Accounting Teams

Slack helps remote accounting teams work better together. It offers:

• Quick messages: Send messages fast, cutting down on emails
• Topic channels: Make separate chats for different subjects
• File sharing: Share files with your team easily
• Works with other tools: Connect to services like Google Docs and Dropbox

Pros and Cons

Pros	Cons
Less email	Can distract if not used well
Better team talk	Might need setup for other tools
Gets more work done	Too many chats can be confusing

Pricing Information

Plan	Price	What You Get
Free	$0	Basic features for small teams
Standard	$7.25/user/month	No limits on messages, video calls, other tools
Plus	$12.50/user/month	More features for managing users
Enterprise Grid	Ask for price	Big setup for large companies

Slack is a good tool for remote accounting teams. It helps teams talk better, work faster, and share more easily. While it needs some setup and has some limits, it's a useful tool for most teams.

4. Calendly

Key Features for Accounting Teams

Calendly helps remote accounting teams set up meetings more easily. It offers:

• Easy meeting scheduling: Send a link to clients or team members to pick a time that works for them
• Event planning: Set up webinars and other events quickly
• Calendar sync: Works with iCal, Gmail, and Outlook calendars

Pros and Cons

Pros	Cons
Simple to use	Limited design options
Saves time	Needs internet to work
Works for teams of all sizes	Basic meeting data only

Pricing Information

Plan	Price	What You Get
Basic	Free	No limit on meetings, works with one calendar
Premium	$8/user/month	Custom alerts, more data on meetings
Pro	$12/user/month	Works with many calendars, faster help

Calendly is a good tool for remote accounting teams who want to make setting up meetings easier. It's simple to use and works well for small and big teams. The free plan is enough for many teams, but there are paid options if you need more features.

5. Jell

Key Features for Accounting Teams

Jell helps remote accounting teams work better together. It offers:

• Daily check-in meetings
• Goal-focused talks
• Quick updates on work progress

Pros and Cons

Pros	Cons
New way to do daily meetings	Takes time to get used to
Keeps talks focused on goals	Not much info on prices

Pricing Information

Jell doesn't share much about its prices. To find out more:

• Visit their website
• Contact their help team

Jell is good for remote accounting teams who want to talk better and work together more. It helps teams stay on track and get more done by having daily meetings and talking about goals.

6. Google Docs

Key Features for Accounting Teams

Google Docs helps remote accounting teams work together on documents. It offers:

• Real-time editing: Many people can work on the same document at once
• Change tracking: See who made what changes and when
• Easy access: Open documents from any device with internet
• Team collaboration: Work together on financial reports and budgets

Pros and Cons

Pros	Cons
Work together in real-time	Limited use without internet
Saves work automatically	Some worry about data safety
Works with other Google tools	Takes time to learn for new users

Pricing Information

Google Docs is free with a Google account. For more features, businesses can pay for Google Workspace:

Plan	Price (per user/month)
Business Starter	$6
Business Standard	$12
Business Plus	$18
Enterprise	Ask for price

Google Docs is good for remote accounting teams who need to work together on documents. It's easy to use and saves work automatically. But teams should think about how to keep their data safe and what to do when there's no internet.

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7. Miro

Key Features for Accounting Teams

Miro is an online whiteboard tool that helps remote accounting teams work together. It offers:

• Many boards to organize work
• Ready-made templates
• Works with other tools like Zoom and Slack
• Team members can work at the same time
• Team members can add to boards when it suits them

Pros and Cons

Pros	Cons
Helps teams work together	Can be hard to learn at first
Many templates and works with other tools	Free plan has fewer features
Good for remote teams	Needs internet to work

Pricing Information

Miro has a free plan and paid plans:

Plan	Price	What You Get
Free	$0	- Unlimited boards - 3 boards you can change - 5 Talktracks - 2500+ templates - Works with 100+ other tools
Paid	From $8 per user/month (yearly payment)	- More ways to work together - Make your own templates - Get help faster

Miro can help remote accounting teams work better together. It has many useful features, but it might take some time to learn how to use it well. For teams that want to improve how they work, Miro could be worth trying.

8. Karbon

Key Features for Accounting Teams

Karbon helps remote accounting teams manage their work better. It offers:

• Task and workflow automation
• Time tracking and reports
• Custom workflows and templates
• Works with Xero and QuickBooks
• Team chat and work together in real-time

Pros and Cons

Pros	Cons
Does repetitive tasks for you	Can be hard to set up
Helps teams get more done	Not many ways to change it
Makes working together easier	Can cost a lot for small teams

Pricing Information

Karbon lets you try it free for 14 days. After that, it costs $24 for each person each month if you pay for a year. Big teams can ask for a special price. Here's what you get:

Plan	Price	What You Get
Standard	$24 per person/month (yearly)	- Does tasks for you - Tracks time and makes reports - Custom workflows - Works with other tools - Team chat
Enterprise	Ask for price	- Everything in Standard - Better safety - Special help - Training for your team

Karbon can help remote accounting teams work better. It might take time to learn, but it can make your team's work easier and faster.

9. Trello

Key Features for Accounting Teams

Trello helps remote accounting teams organize work using boards, lists, and cards. It offers:

• Visual Project Management: See tasks and who's doing what at a glance
• Custom Workflows: Set up boards and lists that fit your team's needs
• Task Automation: Use Butler to do repetitive tasks for you
• Works with Other Tools: Connects with Google Drive, Slack, and Calendar

Pros and Cons

Pros	Cons
Simple to use	Can get messy if not organized well
Easy to change	Basic reporting tools
Good for seeing project progress	Not for complex projects

Pricing Information

Trello has a free plan and paid options:

Plan	Price	What You Get
Free	$0	- No limit on boards, lists, cards - One extra feature per board - Files up to 10MB
Standard	$5 per user/month (yearly)	- All Free features - No limit on extra features - Files up to 250MB - Better checklists - Save searches
Premium	$10 per user/month (yearly)	- All Standard features - Calendar and map views - Voting - Works with more tools - Faster help
Enterprise	Ask for price	- All Premium features - Control who sees what - Bigger file uploads - Special help - Group users

Trello is good for remote accounting teams who want a simple way to see and manage their work. It's easy to start with and can grow with your team's needs.

10. Asana

Key Features for Accounting Teams

Asana helps remote accounting teams manage their work better. It offers:

• Project and task tracking
• Different ways to view projects
• Works with other tools
• Can be set up to fit your team's needs

Pros and Cons

Pros	Cons
Easy to use	Can get messy if not organized
Can be changed to fit needs	Basic reports
Shows project progress clearly	Not for very big projects

Pricing Information

Asana has three plans:

Plan	Price	What You Get
Personal	Free	- No limits on tasks, projects, messages, files - Up to 15 team members - Different project views
Starter	$10.99 per user/month (yearly)	- All Personal features - Timeline views - Automatic workflows - Basic reports
Advanced	$24.99 per user/month (yearly)	- All Starter features - Better workflows and reports - Custom dashboards - Quick help when needed

Asana is good for remote accounting teams who want an easy-to-use tool to manage their work. It's simple to start with and can grow as your team gets bigger.

Tool Comparison

When picking a tool for your remote accounting team, look at what it does, how much it costs, and if it fits your team size. Here's a look at the top 10 tools:

Tool	What It Does	Cost	Team Size
Zoom	Video calls, screen sharing, chat	$14.99/user/month (Pro)	Small-Medium
Loom	Video messages, screen recording, chat	$8/user/month (Business)	Small-Medium
Slack	Quick messages, file sharing, works with other tools	$7.25/user/month (Standard)	Medium-Large
Calendly	Sets up meetings, manages schedules	$8/user/month (Pro)	Small-Medium
Jell	Manages teams, tracks goals, makes reports	$2/user/month (Premium)	Small-Medium
Google Docs	Work on documents together, edit at the same time	Free (Basic)	Small-Large
Miro	Online whiteboard, works with other tools	$8/user/month (Team)	Medium-Large
Karbon	Manages work, does tasks on its own, makes reports	$25/user/month (Business)	Medium-Large
Trello	Manages projects with boards, lists, cards	$12.50/user/month (Business Class)	Small-Medium
Asana	Manages projects, tracks tasks, makes reports	$9.99/user/month (Premium)	Medium-Large

What We See:

• Zoom and Loom work well for smaller teams that need video calls and messages.
• Slack and Miro are good for bigger teams that need to talk and work together quickly.
• Google Docs is free and works for all team sizes, great for working on documents together.
• Karbon and Asana help bigger teams manage work and projects.
• Calendly and Jell are good for smaller teams that need help with schedules and team tasks.
• Trello uses boards to help smaller teams manage projects.

How to Choose:

Think about what your team needs. Look at what each tool does, how much it costs, and if it can grow with your team. Pick a tool that will work for your team now and in the future.

What to Think About When Picking a Tool

When choosing a tool for your remote accounting team, keep these things in mind:

Team Size and Setup

Think about:

• How many people will use the tool?
• What jobs do team members do?
• Do you need to handle many projects at once?

Specific Accounting Tasks

Ask yourself:

• Do you need to share financial data?
• Will you work together on financial reports?
• Do you need help giving out tasks?

Budget Limits

Consider:

• How much can you spend?
• Are there free or cheap options?
• Can you get any discounts?

Current Tech Tools

Look at:

• What tools do you already use?
• Can new tools work with your current ones?
• Can you replace old tools to save money?

Key Features to Look For

Feature	What It Does
Real-time talk	Video calls, quick messages, screen sharing
Task management	Assign work, set due dates, track projects
File sharing	Store files online, keep versions, sync changes
Works with other tools	Connects to software you already use
Keeps data safe	Protects info, checks who can see what

Tips for Using New Tools

When adding new tools to help your remote accounting team work together, keep these things in mind:

Start Small

Don't use all the tools at once. Begin with one or two that fix your biggest problems. Add more later. This helps your team get used to the new tools without feeling stressed.

Set Clear Rules for Talking

Make a plan that tells everyone how to use the new tools. Include:

• How quickly to answer messages
• Which tools to use for what
• How to share files

This stops confusion and keeps everyone on the same page.

Train Your Team Well

Give good training to help everyone use the new tools. You can use:

• Video lessons
• Online classes
• One-on-one help

Keep helping your team if they have questions later.

Check How It's Going

Keep an eye on how people use the new tools. Ask your team what they think. Use what you learn to make things better. This helps the tools work well for your team as things change.

Make Tools Work Together

Make sure new tools work with the software you already use. This helps:

• Make work smoother
• Stop doing the same work twice
• Get more done

Tip	Why It's Important	How to Do It
Start Small	Helps team adjust	Pick 1-2 tools to start
Set Clear Rules	Stops confusion	Write a plan for using tools
Train Your Team	Everyone knows how to use tools	Give lessons and help
Check How It's Going	Find ways to improve	Ask for feedback, watch tool use
Make Tools Work Together	Gets more done	Choose tools that fit with current software

Wrap-up

Picking the right tools for your remote accounting team is key to doing well. Good tools help you:

• Work better together
• Talk more easily
• Get more done

To choose tools, think about what your team needs. Pick tools that help with those needs. This makes it easier for everyone to work together and do a good job.

When you start using new tools:

1. Start with just one or two
2. Make clear rules for how to use them
3. Show everyone how to use them
4. Check if they're working well
5. Make sure they work with your other software

If you do these things, you can fix common problems with remote work. Your team can work well together, even when they're not in the same place.

The main thing is to find tools that work for your team. Use them to help everyone work together and talk better. This way, your remote accounting team can do well and keep up with other accounting firms.

Tips for Using New Tools	Why It Helps
Start with 1-2 tools	Makes it easier to learn
Make clear rules	Everyone knows what to do
Train your team	Everyone can use the tools well
Check how it's going	You can fix problems quickly
Work with other software	Makes all your work smoother

Related posts

• 5 Ways to Improve Communication in Remote Accounting Teams
• 12 Best Tools to Manage Remote Accounting Teams 2024
• 10 Tools to Build Trust in Remote Accounting Teams
• 9 Remote Team Building Activities for Accounting Teams