Our Systems. Zero Chill.

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 firmClickUp - project management, task lists, client pipeline, and team coordinationZapier - automation between Zoho Forms, ClickUp, and the rest of the stackDrake - professional tax preparation software (industry standard for accounting firms)Microsoft 365 / SharePoint / Teams - why accounting firms should be in Microsoft, not GoogleCanva - brand kit, carousels, social graphics, and presentation decksRiverside - podcast recording and editing workflowBuzzsprout - podcast distribution to Apple, Spotify, and all platformsSquarespace + Acuity - website (built from an Etsy template) and consultation bookingStripe, PayPal, Cash App - payment processing for client callsRemarkable Pro - digital paper tablet for daily planning and note-takingClaude AI - deep thinking, SOPs, analysis, and complex content strategyGemini - content ideation, quick research, and Google ecosystem tasksChatGPT - light-use backupThis 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/appointmentsWebsite: www.theonlyconsultant.comInstagram & TikTok: @the_only_consultantPrisma Tax Group provides judgment-free tax consulting for self-employed earners, adult content creators, and small business owners nationwide.