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Tools & Resources
Recommend for Tax Pros, Bookkeepers, and Business Owners

Tools & Resources
Recommend for Tax Pros, Bookkeepers, and Business Owners

As Michelle A. Wilson, EA, MSA — The Accountant, Tax, & Business Coach — I believe success is built on trusted systems, not shortcuts.

 

This page includes the exact tools, software, and professional resources I use or recommend for tax professionals, bookkeepers, and service-based business owners. You’ll also find direct links to my client portals, favorite affiliate tools, and key government sites for business setup and compliance.

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Whether you're running a business or managing books for others, these links will keep your operations accurate, compliant, and profitable

Streamyard Guest Link

Michelle’s Affiliate & Other Links

Link for guests to join Michelle’s Streamyard broadcast

Join Streamyard Broadcast

Streamyard Facebook Watch

Michelle’s Affiliate & Other Links

Watch Michelle’s live broadcasts on Facebook

Watch on Facebook

Gusto Payroll

Michelle’s Affiliate & Other Links

Payroll, HR & benefits for small businesses

Use Gusto

TaxBuzz Page

Michelle’s Affiliate & Other Links

Michelle’s testimonials page on TaxBuzz

Read Testimonials

Google Business Review

Michelle’s Affiliate & Other Links

Leave or read reviews about Michelle’s services

Review Michelle

Keeper App

Tools for Tax Pros & Bookkeepers

Categorizes QuickBooks transactions, keeps financials tax-ready

Use Keeper

Smith.ai

Tools for Tax Pros & Bookkeepers

Virtual receptionist and chat for tax pros

Try Smith.ai

AutoEntry

Tools for Tax Pros & Bookkeepers

Converts bills, receipts, and PDFs into QuickBooks entries

Use AutoEntry

DocuClipper

Tools for Tax Pros & Bookkeepers

Turns scanned bank statements into QBO files

Try DocuClipper

Cone Affiliate

Tools for Tax Pros & Bookkeepers

Affiliate sign-up for Cone

Join Cone Affiliate

Ignition Affiliate

Tools for Tax Pros & Bookkeepers

Affiliate sign-up for Ignition

Join Ignition Affiliate

SBA Loan Portal

SBA Resources

Apply for SBA loans and manage your portal

Visit SBA Loan Portal

PPP Forgiveness Portal

SBA Resources

Submit your PPP forgiveness application

Access PPP Forgiveness

Women-Owned Certification

SBA Resources

Apply to become a certified Women-Owned Small Business

Apply WOSB

SBA Certifications

SBA Resources

Get certified for 8(a), HUBZone, etc.

Explore Certifications

Create IRS Account

IRS & State Government Links (IRS)

Set up your IRS account

Create IRS Account

Make IRS Payment

IRS & State Government Links (IRS)

Make tax payments online

Pay IRS

IRS e-Services

IRS & State Government Links (IRS)

Register for IRS tools as a pro

Register e-Services

NY Dept. of Taxation & Finance

IRS & State Government Links (New York State)

File and pay New York business and personal taxes

Visit NY DTF

NYS - Start a Business

IRS & State Government Links (New York State)

Steps to form a new business in NY

Start a NY Business

NYC Assumed Name / DBA Filing

IRS & State Government Links (New York State)

File your business name in NYC

File NYC DBA

NY Dept. of Labor – Employer Services

IRS & State Government Links (New York State)

Access wage reporting and unemployment registration

Visit NY DOL

Register for NY Unemployment Insurance (NYS-100)

IRS & State Government Links (New York State)

Register for NY UI and get Employer Registration Number

Register NY UI

GA Dept. of Labor – Employer Resources

IRS & State Government Links (Georgia State)

Understand employer tax and benefit obligations

Visit GA DOL

GA Unemployment Tax Portal (UI/Employer Login)

IRS & State Government Links (Georgia State)

Register/manage your Georgia unemployment tax account

Access GA UI Portal

Dun & Bradstreet – Search Existing Businesses

Business Credit & Entity Lookup

Look up companies by name, industry, or location

Search D&B

Apply for a DUNS Number

Business Credit & Entity Lookup

Get your business credit profile started

Get DUNS Number

Bizee (formerly Incfile)

Affiliate Programs to Join Now

Business formation affiliate program

Join Bizee Affiliate

Xero

Affiliate Programs to Join Now

Cloud accounting platform

Join Xero Partner Program

Relay

Affiliate Programs to Join Now

Business banking with budgeting tools

Join Relay Partner Program

Bench

Affiliate Programs to Join Now

Done-for-you bookkeeping

Join Bench Partner Program

Register a Business – GA DOR

IRS & State Government Links (Georgia State)

Register for Georgia tax and withholding IDs

Register GA Tax IDs

GA Secretary of State - Form EntitY

IRS & State Government Links (Georgia State)

File an LLC or corporation in Georgia

Form GA Entity

FreshBooks

Affiliate Programs to Join Now

Cloud accounting for solopreneurs

Join FreshBooks Affiliate

Nav

Affiliate Programs to Join Now

Business credit reports & financing matches

Join Nav Partner
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