{"id":22913,"date":"2024-04-22T12:10:30","date_gmt":"2024-04-22T19:10:30","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=22913"},"modified":"2024-06-17T02:58:34","modified_gmt":"2024-06-17T09:58:34","slug":"freelance-software","status":"publish","type":"post","link":"https:\/\/www.honeybook.com\/blog\/freelance-software","title":{"rendered":"The 20 best tools for freelancers to manage business"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em><em>If you have a freelance business, then you\u2019re likely used to wearing many hats. To stay sane, it\u2019s important to find the best tools for freelancers that can help you organize your clients and projects. Explore some of the best options for each category of your work.<\/em><\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools.jpg\" alt=\"Freelancer using online tools\" class=\"wp-image-94866\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools.jpg 2000w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-300x232.jpg 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-1024x793.jpg 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-768x594.jpg 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>Being an independent business owner means you have the autonomy and freedom to pursue your passion. It\u2019s a huge benefit, but there are a few drawbacks, one of which is having to build everything on your own. If you\u2019re freelancing full-time or working on building your business, nothing can replace having the right tools. Proper freelance software tools, when used effectively, can help make freelancing a sustainable and profitable career.<\/p>\n\n\n\n<p>We could elaborate in much greater detail, but when you boil being an independent down, you can reduce it to seven key steps. This means seven stages that constitute a freelancer\u2019s workflow, no matter their chosen field.<\/p>\n\n\n\n<p>In this article, we break these steps down into some of the best <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/freelance-software\" target=\"_blank\" rel=\"noopener\" title=\"tools for freelancers\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"3728\">tools for freelancers<\/a> that can help you with each one.<\/p>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#booking-clients\">Nailing the proposal and booking clients<\/a><\/li>\n\n\n\n<li><a href=\"#invoices\">Sending invoices and getting paid<\/a><\/li>\n\n\n\n<li><a href=\"#communicating\">Communicating and collaborating with clients<\/a><\/li>\n\n\n\n<li><a href=\"#project-management\">Staying organized with project management tools<\/a><\/li>\n\n\n\n<li><a href=\"#productivity\">Staying focused with productivity tools<\/a><\/li>\n\n\n\n<li><a href=\"#time-tracking\">Counting hours with time-tracking tools<\/a><\/li>\n\n\n\n<li><a href=\"#taxes\">Doing taxes<\/a><\/li>\n\n\n\n<li><a href=\"#finances\">Managing your business finances<\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"booking-clients\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Nailing the proposal and booking clients<\/h2>\n\n\n\n<p>You\u2019ve probably heard this a thousand times, but it\u2019s true:&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/exceed-client-expectations\">first impressions matter<\/a>.&nbsp;<\/p>\n\n\n\n<p>As an independent, when you propose your services to a potential client, your first impression counts. If your proposal looks unprofessional, or maybe there are just too many steps in your process, too much back-and-forth, etc., then you may lose them in the details.<\/p>\n\n\n\n<p>This is why there\u2019s software specifically designed to make independents\u2019 lives easier with things like attractive templates, and pre-written legal contracts, all to provide a seamless experience for their clients.<\/p>\n\n\n\n<p>Let\u2019s take a look at some of the best freelance proposal software below.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Bonsai<\/h3>\n\n\n\n<p>When you create a new project in&nbsp;<a href=\"https:\/\/www.hellobonsai.com\/\">Bonsai<\/a>, any proposal, contract, or invoice becomes integrated with the project. This means you can create online contracts and invoices directly from proposals without having to enter a ton of information all over again\u2014resulting in a major streamlining of the whole process.<\/p>\n\n\n\n<p>Bonsai certainly has a track record and has long been acknowledged by freelancers as a fantastic freelance software tool.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"781\" height=\"550\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Bonsai-Proposal.png\" alt=\"Bonsai proposal\" class=\"wp-image-94857\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Bonsai-Proposal.png 781w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Bonsai-Proposal-300x211.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Bonsai-Proposal-768x541.png 768w\" sizes=\"(max-width: 781px) 100vw, 781px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">HoneyBook<\/h3>\n\n\n\n<p>Like Bonsai, HoneyBook also streamlines the entire <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/client-onboarding\" target=\"_blank\" rel=\"noopener\" title=\"client onboarding\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"481\">client onboarding<\/a> process\u2014but to an even greater degree.<\/p>\n\n\n\n<p>HoneyBook\u2019s&nbsp;freelance tools take streamlining a step further than Bonsai by reducing the proposal process to as few steps as possible. This puts the proposal,&nbsp;<a href=\"https:\/\/www.honeybook.com\/online-contract\">online contract<\/a>, and invoice together to make an appealing offer, and most importantly, easy to say yes to!<\/p>\n\n\n\n<p>HoneyBook also offers more brand customization, so if showing your brand is important to your presentation (it is), then using HoneyBook\u2019s&nbsp;<a href=\"https:\/\/www.honeybook.com\/proposal-software\">proposal software<\/a> is your best bet for custom, seamless freelance proposals.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.honeybook.com\/proposal-software\"><img decoding=\"async\" width=\"1024\" height=\"636\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HoneyBook-Proposal-1024x636.png\" alt=\"HoneyBook proposal\" class=\"wp-image-94858\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HoneyBook-Proposal-1024x636.png 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HoneyBook-Proposal-300x186.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HoneyBook-Proposal-768x477.png 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HoneyBook-Proposal.png 1407w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<span id=\"invoices\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Sending invoices and getting paid<\/strong><\/h2>\n\n\n\n<p>Ah, yes, everyone\u2019s favorite part: the money! It\u2019s probably the reason you started freelancing, right?<\/p>\n\n\n\n<p>But, as you may have realized, getting paid is much more of a hassle than you ever thought possible. Missing deadlines, client didn\u2019t get the invoice, etc. There are a lot of details and minutiae that can be missed or mistaken.<\/p>\n\n\n\n<p>Luckily, the right freelance software exists to help you get paid faster.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">HoneyBook<\/h3>\n\n\n\n<p>HoneyBook has a single, integrated format for the entire proposal-contract-invoice process. It\u2019s also a seamless&nbsp;<a href=\"https:\/\/www.honeybook.com\/online-payment-software\">online payment software<\/a> that lets you accept payments via ACH transfer or credit cards.<\/p>\n\n\n\n<p>Since everything is all in one place, you\u2019ll be far less likely to miss anything\u2014and your clients are less likely to miss stuff, too! In addition to the simple invoicing process, you can also set up automated&nbsp;<a href=\"https:\/\/www.honeybook.com\/payment-reminders\">payment reminders<\/a> to go out to your clients on the days surrounding a payment due date, taking that task off your plate while still making sure you get paid.<\/p>\n\n\n\n<p>HoneyBook also makes it easy to track the status of upcoming, paid, and overdue payments both within individual projects and collectively, via the bookkeeping tool. That\u2019s great for your monthly projections and cash flow! Best of all, when payments do come in, you\u2019ll always be the first to know\u2014you\u2019ll receive instant alerts on your mobile app or desktop. Cha-ching!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/www.honeybook.com\/free-invoice-templates\/\"><img loading=\"lazy\" decoding=\"async\" width=\"590\" height=\"680\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/04\/How-To-Create-An-Invoice-HoneyBook.png\" alt=\"\" class=\"wp-image-94353\" style=\"width:500px\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/04\/How-To-Create-An-Invoice-HoneyBook.png 590w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/04\/How-To-Create-An-Invoice-HoneyBook-260x300.png 260w\" sizes=\"(max-width: 590px) 100vw, 590px\" \/><\/a><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">PayPal<\/h3>\n\n\n\n<p>This classic standby is an oldie but a goodie. It\u2019s completely free, and it does the trick if you\u2019re not keen on dishing out money for extra software tools right now. If you want something fast and reliable, without any bells and whistles at all, then&nbsp;<a href=\"https:\/\/www.paypal.com\/us\/home\">PayPal<\/a> will be perfect for you.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"803\" height=\"874\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/PayPal-invoice.png\" alt=\"Paypal invoice\" class=\"wp-image-94859\" style=\"width:500px\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/PayPal-invoice.png 803w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/PayPal-invoice-276x300.png 276w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/PayPal-invoice-768x836.png 768w\" sizes=\"(max-width: 803px) 100vw, 803px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Stripe<\/h3>\n\n\n\n<p>Stripe is known for its clean and easy-to-use interface.&nbsp;<a href=\"https:\/\/stripe.com\/\">Stripe<\/a> is more easily \u201cbrandable\u201d than PayPal, so if you\u2019d prefer to have your branding more customized, this is the freelance software for you.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"738\" height=\"1024\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Stripe-invoice-738x1024.png\" alt=\"Stripe invoice\" class=\"wp-image-94860\" style=\"width:500px\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Stripe-invoice-738x1024.png 738w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Stripe-invoice-216x300.png 216w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Stripe-invoice-768x1065.png 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Stripe-invoice.png 887w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Square<\/h3>\n\n\n\n<p>If you need to accept payment in person, <a href=\"https:\/\/squareup.com\/us\/en\">Square<\/a> provides point-of-sale systems with hardware components along with its mobile payment software. This can be a good choice if your line of work is providing in-person services to clients and you are paid right away for your service work.<\/p>\n\n\n\n<p>Square is available to all sizes of businesses, including smaller, independent businesses that offer services to clients. In addition, there aren&#8217;t any set monthly fees.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"797\" height=\"1024\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Square-invoice-797x1024.png\" alt=\"Square invoice \" class=\"wp-image-94861\" style=\"width:500px\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Square-invoice-797x1024.png 797w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Square-invoice-233x300.png 233w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Square-invoice-768x987.png 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Square-invoice.png 957w\" sizes=\"(max-width: 797px) 100vw, 797px\" \/><\/figure>\n<\/div>\n\n\n<span id=\"communicating\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Communicating and collaborating with clients<\/strong><\/h2>\n\n\n\n<p>Where would we all be without communication tools? We all need ways to connect, especially when you need to reach your prospects and clients about all sorts of important matters.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Slack<\/h3>\n\n\n\n<p><a href=\"https:\/\/slack.com\/\">Slack<\/a> is well-known in the business world for employers of all sizes to communicate with teams, whether it\u2019s management communicating with team members or employees collaborating. That doesn\u2019t mean you can\u2019t use it as a freelancer, though. Slack allows anyone to have real-time conversations and collaboration, which contributes to a positive client experience and reduces opportunities for mixups.&nbsp;<\/p>\n\n\n\n<p>Some of its many uses include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Connecting with partners, subcontractors, and even your clients<\/li>\n\n\n\n<li>Live group meetings called \u201chuddles\u201d&nbsp;<\/li>\n\n\n\n<li>Chats with text, audio, and video<\/li>\n\n\n\n<li>Generative AI to automate routine tasks<\/li>\n\n\n\n<li>Organized channels to collaborate across time zones<\/li>\n<\/ul>\n\n\n\n<p>You can also use existing Slack groups to connect with other freelancers and grow your network.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"887\" height=\"518\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Slack-1.png\" alt=\"Slack interface\" class=\"wp-image-94862\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Slack-1.png 887w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Slack-1-300x175.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Slack-1-768x449.png 768w\" sizes=\"(max-width: 887px) 100vw, 887px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Calendly<\/h3>\n\n\n\n<p>Paper calendars are a thing of the past, and so are endless back-and-forth emails about figuring out which meeting time is best for everyone.&nbsp;<a href=\"https:\/\/calendly.com\/\">Calendly<\/a> is your solution for online scheduling that lets you easily show your availability on the calendar, book appointments, and sync your calendar with team members, partners, and clients so no one is out of the loop.&nbsp;<\/p>\n\n\n\n<p>Integrations allow you to sync your calendar with almost any app such as Gmail, Slack, Microsoft Teams, Zoom, and more.<\/p>\n\n\n\n<p>As an additional bonus for independent freelancers, Calendly&#8217;s Free plan may be perfectly sufficient as it lets you book unlimited meetings, though you\u2019ll be without certain features such as automated workflows and analytics.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"993\" height=\"518\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Calendly.png\" alt=\"Calendly interface\" class=\"wp-image-94863\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Calendly.png 993w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Calendly-300x156.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Calendly-768x401.png 768w\" sizes=\"(max-width: 993px) 100vw, 993px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Loom<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.loom.com\/\">Loom<\/a> is a tool you can use to capture your screen and camera to make videos for partners or clients. The reasons for making videos as opposed to writing texts and emails are countless. Anything you can think of can be explained with audio and video. With you on the screen doing the explaining, you could potentially connect better with your target recipient and also avoid miscommunication and misunderstandings.<\/p>\n\n\n\n<p>Independent business owners can use Loom for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Showing service demos sent to prospective leads<\/li>\n\n\n\n<li>Sending progress reports to clients about ongoing projects<\/li>\n\n\n\n<li>Explaining <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/contract-clauses\" target=\"_blank\" rel=\"noopener\" title=\"contract clauses\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"480\">contract clauses<\/a>, invoices, or proposals<\/li>\n\n\n\n<li>Embedding videos in tools and platforms such as Google Workspace or Slack<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"594\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Loom-1024x594.png\" alt=\"Loom interface\" class=\"wp-image-94864\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Loom-1024x594.png 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Loom-300x174.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Loom-768x446.png 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/Loom.png 1041w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">HoneyBook<\/h3>\n\n\n\n<p>As you\u2019ve seen already in this article, HoneyBook has a wide range of features, including communication tools. Good relationships with clients are built on good communication. For that, you need to easily stay connected and be able to communicate with your clients on important matters such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sending proposals and contracts<\/li>\n\n\n\n<li>Generating and sending invoices<\/li>\n\n\n\n<li>Messaging with clients about project scopes and timelines<\/li>\n\n\n\n<li>Receiving feedback from your client<\/li>\n<\/ul>\n\n\n\n<p>Communication should be handled all in one place, on a platform such as HoneyBook. On a centralized client management software, you can store and track conversations you\u2019ve had with clients, send automated messages such as invoice or late payment reminders, and more. HoneyBook also offers a customizable <a href=\"https:\/\/www.honeybook.com\/client-portal-software\">client portal<\/a> that you can ensure matches your brand and share with clients to enable them to see all project information in one place. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.honeybook.com\/client-portal-software\"><img loading=\"lazy\" decoding=\"async\" width=\"527\" height=\"422\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HB-Comms.png\" alt=\"HoneyBook client portal\" class=\"wp-image-94865\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HB-Comms.png 527w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/HB-Comms-300x240.png 300w\" sizes=\"(max-width: 527px) 100vw, 527px\" \/><\/a><\/figure>\n<\/div>\n\n\n<span id=\"project-management\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Staying organized with project management tools<\/strong><\/h2>\n\n\n\n<p>Once you land your client, there can be a lot of details to sort out. Documents, links, and folders are exchanged, and oftentimes additional people are added to communications. If you\u2019re not exceptionally detailed and careful (and if you don\u2019t have a system worked out for organizing things efficiently), you may find yourself accidentally losing track of stuff, working with the wrong version, forgetting to include a certain file\u2014or worse.<\/p>\n\n\n\n<p>Fortunately for you, there are a few great project management software tools that solve this very problem.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Basecamp<\/h3>\n\n\n\n<p><a href=\"https:\/\/basecamp.com\/\">Basecamp<\/a> is changing the way companies manage their project workflows with consolidation as their primary advantage. Consolidation removes the need for several distinct software tools. Basecamp takes several common problem areas, like to-dos, scheduling, and document management, which have typically been managed using multiple tools, and puts them all \u201cunder one roof,\u201d offering a solution they say is \u201cthe only tool you need to run your entire business.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Trello<\/h3>\n\n\n\n<p>Even with its focus on team collaboration,&nbsp;<a href=\"https:\/\/trello.com\/\">Trello<\/a> can be a very effective tool for independents to organize their projects into easy-to-understand boards, lists, and cards, which represent their various projects and tasks.<\/p>\n\n\n\n<p>Being able to see your entire project laid out in neat, organized little boxes with checklists and to-dos can be one of the most exhilarating feelings! The lack of chaos in your workflow will free up your mind and greatly increase the efficiency of your work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">HoneyBook<\/h3>\n\n\n\n<p>Though HoneyBook is more of a clientflow management platform, it still enables freelancers to manage projects.&nbsp;<\/p>\n\n\n\n<p>Starting with the project pipeline, you\u2019re always able to get a high-level view of your ongoing projects, and you can even use tags to keep them organized in the best way for your business.&nbsp;<\/p>\n\n\n\n<p>To stay on top of tasks, just add them to specific projects or your master task dashboard. Plus, automate task reminders so your client work is always on time.&nbsp;<\/p>\n\n\n\n<span id=\"productivity\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Staying focused with productivity tools<\/strong><\/h2>\n\n\n\n<p>So you\u2019ve got all your ducks in a row now\u2014everything\u2019s organized, and you can start working.<\/p>\n\n\n\n<p>There\u2019s one problem though. You keep getting sidetracked with other things that you really shouldn\u2019t be worried about right now. Your inbox keeps pinging, and other distractions keep coming up that take you away from the project you\u2019re trying to complete.<\/p>\n\n\n\n<p>As a freelancer, you\u2019re the single motivator for every project. There\u2019s no manager or boss to nudge you when deadlines approach. While working on your own is one of the main benefits of being independent, we all need a little help staying focused. Try the following task management tools to stay productive longer.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Boomerang<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.boomeranggmail.com\/\">Boomerang<\/a> is an amazing app that allows you to take total control of your inbox.<\/p>\n\n\n\n<p>While not explicitly a freelance software, Boomerang provides several wonderful features like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cRespondable,\u201d which guides your writing process for clarity, \u201cinbox pause,\u201d which allows you to temporarily turn off your inbox, removing distractions, and<\/li>\n\n\n\n<li>\u201cSend-scheduling,\u201d allowing you to send emails at optimal times, ensuring even more optimal response rates.<\/li>\n<\/ul>\n\n\n\n<p>If your email notifications are threatening to take over your life, then you really should look at Boomerang as a possible solution. Seriously, it\u2019s great.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">IFTTT<\/h3>\n\n\n\n<p><a href=\"https:\/\/ifttt.com\/\">IFTTT<\/a> (If This, Then That) saves you time and makes your work more productive by connecting your apps and devices so they work together. By linking sets of your small actions and tasks together so they are automatically triggered, you\u2019ll save yourself a lot of time on busywork, in the long run, which results in a more focused workflow, and less time wasted navigating between apps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ClickUp<\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> is a collaboration and productivity tool for managing teams in a single platform. Rather than connecting different productivity apps, ClickUp offers connectivity and productivity on an all-in-one platform. It also has capabilities such as project management and development, workflows, and resource management.<\/p>\n\n\n\n<p>Collaboration tools include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inbox: Communicate in a centralized location, connect workflows to messages, and highlight important messages<\/li>\n\n\n\n<li>Chat: Keep all your chats under one roof for better coordination<\/li>\n\n\n\n<li>Whiteboards: Make visual collaborations with a virtual whiteboard<\/li>\n\n\n\n<li>Docs: Create docs and connect them to workflows<\/li>\n<\/ul>\n\n\n\n<p>ClickUp also includes AI features such as tailored prompts, quick summaries, and fast-tracked writing and workflows.&nbsp;<\/p>\n\n\n\n<span id=\"time-tracking\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Counting those hours with time-tracking tools<\/strong><\/h2>\n\n\n\n<p>Now that you\u2019re organized and staying focused, it\u2019s time to create a system that will allow you to monitor how much your time is worth.&nbsp; Even if you don\u2019t bill by the hour, tracking time can be beneficial for improving your rates and overall efficiency.<\/p>\n\n\n\n<p>Recording time can be a real hassle if you\u2019re used to doing it the old-fashioned way\u2014by hand\u2014but several tools eliminate the need to write down (or remember!) anything at all.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Chrometa<\/h3>\n\n\n\n<p>The cool thing about&nbsp;<a href=\"https:\/\/www.chrometa.com\/\">Chrometa<\/a> is that you don\u2019t have to think about it\u2014at all.<\/p>\n\n\n\n<p>Since it\u2019s almost entirely passive, it works in the background, automatically recording your billable hours as you work. You simply do what you need to do, and Chrometa will log your time for you!<\/p>\n\n\n\n<p>This means you\u2019ll save time since you won\u2019t spend so much of it logging time. Which ultimately means you\u2019ll get more done and get paid more, right? It\u2019s a win-win situation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Harvest<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.getharvest.com\/\">Harvest<\/a> is a pretty nifty time-tracking tool that allows you to make&nbsp;<a href=\"https:\/\/www.honeybook.com\/online-invoices\">online invoices<\/a> directly from the app. It also has many integration capabilities. For example, if you integrate it with QuickBooks or Xero, for instance, you can pull your Harvest invoices and recorded payments directly into your accounting software, eliminating any problems with double entries. Or, if you integrate with Trello, you can turn cards into time entries with a Chrome extension.<\/p>\n\n\n\n<p>These seemingly small things do add up over time to help you be more productive in your workflow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">HoneyBook<\/h3>\n\n\n\n<p>Since you can already use HoneyBook for everything else in your booking process, it makes its&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/best-time-tracking-app\">time-tracking app<\/a> all the more useful. Imagine you\u2019re a freelance wedding photographer who bills by the hour, but you\u2019re always on the go and headed to photo shoots.&nbsp;<\/p>\n\n\n\n<p>You can open the HoneyBook mobile app to track your time while you\u2019re working, then translate the time into an invoice in a matter of minutes. With HoneyBook&nbsp;<a href=\"https:\/\/www.honeybook.com\/online-payment-software\">online payment software<\/a>, you can combine time tracking with your billing process to make it more reliable to get paid accurately for your freelance work.<\/p>\n\n\n\n<span id=\"taxes\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Doing taxes<\/strong><\/h2>\n\n\n\n<p>Taxes are just one of those things. Nobody enjoys filing taxes (or if they insist they do\u2026 they\u2019re joking, right?!), but one way or another, it has to get done.<\/p>\n\n\n\n<p>And since it\u2019s pretty much unavoidable, why not make life easier for yourself as a freelancer by using software that is specifically designed to help make filing your taxes a lot simpler?<\/p>\n\n\n\n<p>Here are a few tools that can take a lot of stress off your shoulders during tax season.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">TurboTax<\/h3>\n\n\n\n<p>This is one of the more popular tools for doing taxes: the name everyone\u2019s probably heard.<\/p>\n\n\n\n<p><a href=\"https:\/\/turbotax.intuit.com\/\">TurboTax<\/a> is a well-established and trusted name in the tax software industry, and for good reason. The software has built up a great reputation for being incredibly easy to use while sacrificing none of its functionality and thoroughness.<\/p>\n\n\n\n<p>This excellence, though, does come at a price. TurboTax is pretty much the most expensive software of its kind that you can get. So if it\u2019s worth it to you to have super-simple navigation through your complicated tax situation, just be prepared to pay a little extra.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">H&amp;R Block<\/h3>\n\n\n\n<p>When filing a tax return, it can be very easy to miss small details or make a careless oversight.&nbsp;<a href=\"https:\/\/www.hrblock.com\/\">H&amp;R Block<\/a> software does its best to help you prevent this from happening as you file.<\/p>\n\n\n\n<p>Many people will say that H&amp;R Block is the most user-friendly tax software option available today, and they\u2019re probably not wrong. The software almost makes you feel as though you have a real, live person there with you, walking you through the process as it asks thorough, but friendly-sounding questions.<\/p>\n\n\n\n<p>If you want to have the smoothest, least stressful tax-filing experience, there\u2019s a good chance H&amp;R Block is the software for you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">TaxAct<\/h3>\n\n\n\n<p>If you\u2019re willing to deal with just a smidge less sleekness in the interface,&nbsp;<a href=\"https:\/\/www.taxact.com\/\">TaxAct<\/a> is a prime option for freelancers for two reasons:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It\u2019s cheaper than both TurboTax and H&amp;R Block. Saving money is a plus<\/li>\n\n\n\n<li>It has a \u201cPrice Lock Guarantee\u201d which promises that you will never pay a higher price than what\u2019s advertised at the time you begin your return, no matter how long you wait to file.<\/li>\n<\/ul>\n\n\n\n<p>If you\u2019re looking to save money in the long run, both of these can make TaxAct\u2019s reduced elegance worth it.<\/p>\n\n\n\n<span id=\"finances\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Managing your business finances<\/strong><\/h2>\n\n\n\n<p>After all this work, finding clients, contracting with them, getting paid, filing taxes\u2026 How do you know if what you\u2019re doing is worth it? How can you easily track expenses and income to find out whether you\u2019re coming out on top with a profit or not?<\/p>\n\n\n\n<p>This is where accounting and bookkeeping software comes in handy for freelancers. Without it, you might be up all night just trying to figure out your stuff.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">QuickBooks<\/h3>\n\n\n\n<p>Being made by TurboTax\u2019s creator, Intuit, you might expect the same high standards of ease-of-use and comprehensive features for&nbsp;<a href=\"https:\/\/quickbooks.intuit.com\/\">QuickBooks<\/a> as you do for TurboTax\u2014and rightly so!<\/p>\n\n\n\n<p>QuickBooks is well-respected among accounting software tools, and it is the software that most accountants use.&nbsp; There\u2019s no doubt that QuickBooks is a powerful and robust program that will serve your bookkeeping needs, no matter what they are. If you\u2019re looking to consolidate systems, QuickBooks integrates with HoneyBook which brings your booking process and finances under one roof.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FreshBooks<\/h3>\n\n\n\n<p>A newer and slightly less expensive competitor to QuickBooks,&nbsp;<a href=\"https:\/\/www.freshbooks.com\/\">FreshBooks<\/a> is also quite prevalent among freelancers and small business owners.<\/p>\n\n\n\n<p>Users tend to feel that the FreshBooks interface has an overall simpler and more intuitive feel to it than QuickBooks does, which gives it a slight advantage. Overall, FreshBooks provides an easy way to organize and track your expenses at an affordable price and with an interface that\u2019s a little simpler to use.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Xero<\/h3>\n\n\n\n<p>Are you a visual person? Well, this tool provides you with a fantastic way of seeing your cash flow with its intuitive reports that are pleasing to the eye.<\/p>\n\n\n\n<p>A popular favorite among freelancers,&nbsp;<a href=\"https:\/\/www.xero.com\/\">Xero<\/a> uses its visual representations to allow you to see exactly what\u2019s happening to your money, and keep your finger on the pulse of your finances. Since you can log in at any time from any of your devices, Xero makes it quite easy to stay on top of your accounting and bookkeeping with grace.<\/p>\n\n\n\n<p>Xero also has experts available for support 24\/7. If you need help, they\u2019ll be there to help you answer questions, so you\u2019re never left alone.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Bonus: Compliance With Privacy Laws<\/h3>\n\n\n\n<p>Freelancers with websites \u2014\u00a0don\u2019t forget to determine what data privacy laws apply to you!<\/p>\n\n\n\n<p>Make sure your site is compliant. Otherwise, you could face significant fines, civil lawsuits, damage to your brand, and other penalties.<\/p>\n\n\n\n<p>For example, legislation like the California Consumer Privacy Act (<a href=\"https:\/\/leginfo.legislature.ca.gov\/faces\/codes_displayText.xhtml?division=3.&amp;part=4.&amp;lawCode=CIV&amp;title=1.81.5\" target=\"_blank\" rel=\"noreferrer noopener\">CCPA<\/a>) and the General Data Protection Regulation (<a href=\"https:\/\/gdpr-info.eu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GDPR<\/a>) require websites to present visitors with a meaningful privacy policy and give consumers the right to opt out of or into specific types of data collection and processing, like when websites leave cookies on browsers for purposes like targeted advertising.<\/p>\n\n\n\n<p>Consider using a reputable <a href=\"https:\/\/termly.io\/products\/consent-management-platform\/\" target=\"_blank\" rel=\"noreferrer noopener\">Consent Management Platform<\/a>. This tool allows you to easily incorporate a cookie banner and preference center into your website. It also enables you to record, monitor, and manage your visitors&#8217; consent choices in a manner that adheres to relevant privacy laws.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Thinking about starting a freelance business?<\/strong><\/h2>\n\n\n\n<p>Freelancing isn\u2019t without its pains. But HoneyBook might just be able to take away some of those pains along the way and make your journey a little more enjoyable.<\/p>\n\n\n\n<p>HoneyBook\u2019s suite of tools for freelancers was designed with independent business owners in mind, and it\u2019s specifically made to help you spend more time doing what you do best and less time switching between and managing multiple apps and tools.<\/p>\n\n\n\n<p>From proposals, invoicing, and client onboarding, to project tracking and automation, HoneyBook is a&nbsp;<a href=\"https:\/\/www.honeybook.com\/crm-for-freelancers\">CRM for freelancers<\/a> that has everything your business needs to get it done.&nbsp;<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"94593\" class=\"elementor elementor-94593\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"234\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-merino-300x234.png\" class=\"attachment-medium size-medium wp-image-87894\" alt=\"\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-merino-300x234.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-merino.png 389w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Manage every part of your client relationships<\/span>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a93eec0 elementor-widget elementor-widget-text-editor\" data-id=\"a93eec0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Capture leads, convert, and provide an excellent experience with HoneyBook. Go beyond a standard CRM.&nbsp;<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.honeybook.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n","protected":false},"excerpt":{"rendered":"<p>If you have a freelance business, then you\u2019re likely used to wearing many hats. To stay sane, it\u2019s important to find the best tools for freelancers that can help you organize your clients and projects. Explore some of the best options for each category of your work. Being an independent business owner means you have [&hellip;]<\/p>\n","protected":false},"author":576,"featured_media":94866,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[371,107,492],"class_list":["post-22913","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-business-growth","tag-business-tips","tag-business-tools"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools.jpg",2000,1548,false],"thumbnail":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-150x150.jpg",150,150,true],"medium":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-300x232.jpg",300,232,true],"medium_large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-768x594.jpg",768,594,true],"large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/06\/freelancer-tools.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>If you have a freelance business, then you\u2019re likely used to wearing many hats. To stay sane, it\u2019s important to find the best tools for freelancers that can help you organize your clients and projects. Explore some of the best options for each category of your work. Being an independent business owner means you have the autonomy and freedom to pursue your passion. It\u2019s a huge benefit, but there are a few drawbacks, one of which is having to build everything on your own. If you\u2019re freelancing full-time or working on building your business, nothing can replace having the right&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.honeybook.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"Joel DeVos","url":"https:\/\/www.honeybook.com\/blog\/author\/joel-devos"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Best Freelance Software Tools for 2024 | HoneyBook<\/title>\n<meta name=\"description\" content=\"Proper freelance software tools can make freelancing a profitable career. 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