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 firm
ClickUp - project management, task lists, client pipeline, and team coordination
Zapier - automation between Zoho Forms, ClickUp, and the rest of the stack
Drake - professional tax preparation software (industry standard for accounting firms)
Microsoft 365 / SharePoint / Teams - why accounting firms should be in Microsoft, not Google
Canva - brand kit, carousels, social graphics, and presentation decks
Riverside - podcast recording and editing workflow
Buzzsprout - podcast distribution to Apple, Spotify, and all platforms
Squarespace + Acuity - website (built from an Etsy template) and consultation booking
Stripe, PayPal, Cash App - payment processing for client calls
Remarkable Pro - digital paper tablet for daily planning and note-taking
Claude AI - deep thinking, SOPs, analysis, and complex content strategy
Gemini - content ideation, quick research, and Google ecosystem tasks
ChatGPT - light-use backup

This 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/appointments
Website: www.theonlyconsultant.com
Instagram & TikTok: @the_only_consultant

Prisma Tax Group provides judgment-free tax consulting for self-employed earners, adult content creators, and small business owners nationwide.