Recommended Tools

At Dunham Tax Professionals, we regularly use or explore a variety of tools that help small business owners and trucking companies stay organized, compliant, and efficient.

Below is a curated list of platforms commonly used for bookkeeping, payroll, scheduling, and digital organization. These are tools we’ve found helpful for clients at different stages of business.

Bookkeeping Tools

QuickBooks Online
A widely-used accounting platform that allows you to track income, expenses, and generate reports for taxes and financial decision-making.
Visit QuickBooks

Wave
A user-friendly bookkeeping tool with free invoicing and expense tracking—ideal for freelancers or startups.
Learn more about Wave

Xero
An accounting system with a clean interface, suitable for businesses that need collaboration among multiple users.
Explore Xero

Zoho Books
A cost-effective alternative with strong automation features and integration options for growing businesses.
View Zoho Books

Payroll Tools

Gusto
Offers payroll processing, tax filing, and contractor payments—all in one dashboard. Known for ease of use and support.
Gusto Overview

QuickBooks Payroll
Designed to work hand-in-hand with QuickBooks accounting. Allows seamless payroll and tax filing.
QuickBooks Payroll

ADP RUN
A robust payroll solution often used by larger or growing teams that need HR support and compliance tools.
Visit ADP

Square Payroll
Simple payroll setup for teams or contractors, especially helpful if you already use other Square tools.
Learn More

Scheduling Tools

Acuity Scheduling
Helps service providers automate client booking, send reminders, and collect payments. Great for consultants and solo business owners.
Acuity Scheduling

Calendly
A simple and clean scheduling solution that works well for meetings and consultations.
Calendly

Setmore
A flexible scheduling tool with free and paid options. Useful for businesses with multiple team members.
Setmore

Digital Organization & Client Management

SuiteDash
An all-in-one solution for client portals, forms, invoicing, and CRM. Helpful for managing communications and deliverables in one place.
Explore SuiteDash

Google Workspace (formerly G Suite)
Includes Gmail, Drive, Docs, and Sheets—all useful for internal organization and client collaboration.
Google Workspace

Notion
An all-in-one workspace to track projects, store SOPs, and even build lightweight client dashboards.
Get to Know Notion

Xodo Sign
Use for sending contracts and collecting electronic signatures. Simple and effective for service agreements.
Visit Xodo Sign

Download a printable version of our recommended tools to reference anytime.
Click here to download the PDF guide