While writing my book, The Chicago Guide for Freelance Editors: How to Take Care of Your Business, Your Clients, and Yourself from Start-Up to Sustainability, I became more than a little driven to list the resources I talked about in the book or that I knew about from working as an editor. The result was a massive Resources section, housed in Appendix B.
But the world never stops spinning, and resource lists like these can quickly become outdated. So in the book, I promised to keep the list updated on my website. And here we are! Below is the original appendix, formatted for the web and updated as accurately as I can make it.
I will continue to update it as time allows. Spot an error (even editors need editors) or have a recommendation for the list? Send it to me!
Table of Contents
All Things Editing
Copyeditors’ Knowledge Base. Katharine O’Moore-Klopf provides links to associations, tools, and other helpful items and entities.
Business Platforms
Bigin. A simple CRM solution for managing prospective client information and automating business leads.
Christensen, Clayton M., Taddy Hall, Karen Dillon, and David S. Duncan. “Know Your Customers’ ‘Jobs to Be Done.’” Harvard Business Review (September 2016): 54–62. See also the accompanying video.
Deliberate Freelancer. Podcast hosted by magazine editor and writer Melanie Padgett Powers, featuring guests and covering business and health-related subjects for freelancers.
Dubsado. An all-in-one business platform that includes workflow and automation functions.
HoneyBook. An all-in-one business management platform that includes workflow and automation functions.
“The New Freelancer’s Business Pack.” Right Touch Editing. Free downloadable resources, tracking sheets, and templates for growing and managing your business.
PandaDoc. An online document automation solution for creating, managing, and e-signing documents such as proposals, quotes, and contracts.
Resources for Editors from Beacon Point Services. Editor-created tracking resources, courses, and webinars, plus free downloadable checklists.
17hats. A business management platform for small business owners providing many online tools, including scheduling, payments, and lead responses.
Zoho CRM. Customizable CRM software for automating business tasks and building and tracking customer relationships.
Editor Training and Coaching
ACES Certificate in Editing—Poynter.
Borel, Brooke. The Chicago Guide to Fact-Checking. 2nd ed. University of Chicago Press, 2023.
Certificate in Publishing—Toronto Metropolitan University.
Copyediting Certificate—Emerson College.
Copyediting Certificate—University of California, San Diego.
Copyediting Certificate Program—Writer’s Digest University.
Database of Training (and Products) for Editors, by Editors. Right Touch Editing. A list of training and products for editors offered independently by editors.
Eby, Kate. “The Essential Guide to Writing SMART Goals.” Smartsheet, January 9, 2019.
Editing and Proofreading Training—Publishing Training Centre.
Editing Certificate—Simon Fraser University.
Editing Certificate—University of Chicago.
Einsohn, Amy, and Marilyn Schwartz. The Copyeditor’s Handbook: A Guide for Book Publishing and Corporate Communications. 4th ed. University of California Press, 2019.
Grätzer, George. More Math into LaTeX. Springer International Publishing AG, 2016.
Hart, Geoff. Effective Onscreen Editing: New Tools for an Old Profession. 4th ed. Diaskeuasis, 2019.
Horler, Karin. Google Docs for Editors. Editorial Freelancers Association Publications, 2018.
“Learn LaTeX in 30 Minutes.” Overleaf.
Lyon, Jack. Wildcard Cookbook for Microsoft Word. The Editorium, 2015.
Montgomerie, Adrienne. Editing in Word 365. 2022.
Montgomerie, Adrienne. “PDF Markup Basics for Proofreaders & Copyeditors.” Right Angels and Polo Bears: Adventures in Editing, 2019.
Norton, Scott. Developmental Editing: A Handbook for Freelancers, Authors, and Publishers. 2nd ed. University of Chicago Press, 2023.
Professional Editing Standards Certificate—Queen’s University.
“Professional Editorial Standards 2024.” Editors Canada.
Proofreading and Copyediting Certificate—College of Media and Publishing.
Saller, Carol Fisher. The Subversive Copy Editor: Advice from Chicago (or, How to Negotiate Good Relationships with Your Writers, Your Colleagues, and Yourself). 2nd ed. University of Chicago Press, 2016.
Schneider, Amy J. The Chicago Guide to Copyediting Fiction. University of Chicago Press, 2023.
Servais, Erin. AI for Editors. Live course that teaches techniques for using AI to edit.
“A Simple Guide to LaTeX” LaTeX-Tutorial.
University of California. SMART Goals: A How to Guide (PDF download).
Wilkins, Ebonye Gussine. Respectful Querying with NUANCE. Editorial Freelancers Association Publications, 2020.
Women’s Business Centers. These centers offer free business coaching for women (US residents only).
File Storage and Security
Financial Management and Rate Setting
Cushion. Freelance scheduling and income management platform.
The Editor’s Affairs. Business management program that includes workflow and automation functions.
Editors’ Tracking Programs. Business management trackers designed particularly for freelance editors.
“Editorial Rates.” Editorial Freelancers Association.
FreshBooks. Accounting software.
Investopedia. The latest news and information on stocks and investing.
Lake, Rebecca. “Budgets: Everything You Need to Know.” The Balance, updated October 19, 2022.
Lewis, Laurie. What to Charge: Pricing Strategies for Freelancers and Consultants. Outskirts Press, 2011.
Poinier, Jake. The Science, Art and Voodoo of Freelance Pricing and Getting Paid. More Cowbell Books, 2013.
“Suggested Minimum Rates.” Chartered Institute of Editing and Proofreading.
Wise. Platform for sending, receiving, exchanging, and managing money.
YNAB. Budgeting, saving, and money management platform.
Finding Work and Résumé Help
“Freelance Copy Editor Resume Examples.” LiveCareer.
Luckwaldt, Jen Hubley. “Freelance Resume and Cover Letter Examples and Tips.” The Balance, updated December 16, 2022.
Graphic Design
Canva. Graphic design software to use for free or to purchase.
99designs. Full-service graphic design.
Legal Assistance
Cather, Karin, and Dick Margulis. The Paper It’s Written On: Defining Your Relationship with an Editing Client. 2nd ed. Andslash Books, 2025.
Marketing and Email Platforms
“Are You Adding Links to Your Bios?” Right Touch Editing, January 14, 2021.
AWeber. Email marketing tool.
Brevo. Digital and email marketing platform.
“Digital Marketing Strategy Worksheet” (PDF download). Right Touch Editing.
“46 Proven Call-to-Action Words to Maximize Conversions.” Wishpond.
MOO. Printing and design services.
Patel, Neil. “16 Call-to-Action Formulas That Make People Want to Click.” HubSpot, updated April 14, 2025.
Quadros, Mark. “17 Call to Action Examples (+ How to Write the Perfect Social CTA).” AdEspresso, October 21, 2022.
“7 Call to Action Examples You Have Never Seen Before.” Crazy Egg. December 28, 2024.
“The 30 Magic Marketing Words You Should Be Using: Email Marketing Words.” VerticalResponse, September 19, 2025.
“The Top 20 Magic Marketing Words That Compel or Repel.” ZenBusiness.
Networking Groups
Editors’ Association of Earth (EAE).
Editors’ Association of Earth (EAE) Ad Space.
Productivity Tips and Tools
Asana. Teamwork and workflow organizer.
Borucka, Kate. “15+ Most Effective and Proven Time Management Techniques.” TimeCamp, November 4, 2024.
Bullet Journal. Mindfulness combined with a productivity system.
Calendly. Scheduling automation platform.
Chronodex Planners. Scription Studio.
Clockify. Free time tracker for teams.
cloudHQ. Gmail productivity tools.
Coda. Document-building platform.
Ducker, Chris. Virtual Freedom: How to Work with Virtual Staff to Buy More Time, Become More Productive, and Build Your Dream Business. BenBella Books, 2014.
“The Flowtime Technique: Abandoning Pomodoro Part 2.” Medium.com, August 16, 2016.
HourStack. Task and time-management platform.
If This Then That (IFTTT). Business management automation platform.
monday.com. Business management and workflow platform.
“9 Proven Time Management Techniques and Tools.” University of St. Augustine for Health Sciences, October 3, 2019.
Notion. Connected online workspace platform.
Office Time. Time tracker.
“The Pomodoro Technique.” Todoist.
Quip. Platform for standardizing, automating, and embedding real-time collaborative documents.
RescueTime. Time management, tracking, and coaching platform.
Todoist. Task management and to-do list application.
Toggl. Time-tracking application.
Trello. Business management and workflow platform.
Professional Member Organizations
ACES: The Society for Editing. Offers education, conferences, networking, a directory, and professional resources.
Alliance of Independent Authors (ALLi). Offers advice, education, and support to self-publishing authors. Editors and other publishing professionals can join as Partner Members.
American Medical Writers Association (AMWA). Offers education, conferences, networking, a directory, and professional resources for medical writers and editors.
Bay Area Editors’ Forum (BAEF). Based in the San Francisco Bay Area, BAEF provides educational forums, networking, job listings, and a directory.
Board of Editors in the Life Sciences (BELS). Provides education, conferences, a directory, and certification for editors working in the life sciences.
Chartered Institute of Editing and Proofreading (CIEP). Formerly the Society for Editors and Proofreaders, CIEP offers education, conferences, publications, a directory, and professional support for UK editors. It also offers tiered membership based on professional experience.
Editorial Freelancers Association (EFA). Offers education, conferences, publications, networking, a directory, a job list, and professional resources, with chapters throughout the United States.
Editors Canada. Offers education, conferences, publications, a directory, and proficiency certification in editing, with several branches and twigs, or sub-branches, throughout Canada.
European Association of Science Editors (EASE). Promotes standards in the field of science editing and holds conferences and other networking opportunities.
Institute of Professional Editors Limited (IPEd). For editors in New Zealand and Australia, IPEd runs regular conferences, sponsors awards for editors, maintains Australian editing standards, and helps members with accreditation and professional development.
Institute of Scientific and Technical Communicators (ISTC). UK-based ISTC offers networking opportunities, conferences, and research resources for professionals in the field of information development.
Northwest Editors Guild. Offers conferences and other networking opportunities to members, as well as mentoring, a job board, and an email list.
Self-Care
Calm. Applications and programs to help improve mental and physical well-being.
“Creating a Healthier Life: A Step-by-Step Guide to Wellness” (PDF download). Substance Abuse and Mental Health Services Administration (SAMHSA).
Sattva. Guided meditation, chants, and mantras.
Ten Percent Happier. Podcasts, courses, mindfulness, and meditations.
Social Media Management and Training
How to Dominate Social Media Marketing: A Complete Strategy Guide. Search Engine Journal.
Lang, Kirsti. “The Best Time to Post on Social Media in 2026: Times for Every Major Platform.” Buffer, March 25, 2026.
LinkedIn Analytics. Taplio.
LinkedIn Lounge. LinkedIn training and best practices from John Esperian.
Listen. Social listening technology for understanding consumer trends and habits.
Matomo. Web analytics platform.
MavSocial. Social media management platform for business.
Social Media Examiner. Guide to using social media.
Tailwind. Marketing tools.
Zoho Social. Social media management and tracking platform.
Style Manuals and Language Usage
The Chicago Manual of Style Online.
Conscious Style Guide. Articles, guides, and newsletters about using conscious language.
Garner, Bryan A. Garner’s Modern English Usage. 5th ed. Oxford University Press, 2022.
Ginna, Peter, ed. What Editors Do: The Art, Craft, and Business of Book Editing. University of Chicago Press, 2017.
Merriam-Webster’s Dictionary of English Usage. Merriam-Webster, 1994.
Radical Copyeditor. Articles and resources about using inclusive language.
Yin, Karen. The Conscious Style Guide. Little, Brown Spark, 2024.
Tools and Technology
Consistency Checker from PerfectIt.
CyberText Newsletter. Computer-related subjects, including software, hardware, editing, grammar, punctuation, social media, and browsers.
Doc Tools for Google Docs. Ablebits.com.
“Editorial Markup Stamp Library for Acrobat.” Ripplewater Publishing. Adobe Exchange.
“Efficiency Tools for Editing.” Rabbit with a Red Pen, November 4, 2021.
Gordon, Whitson. “How to Clone a Hard Drive.” PC Magazine, updated May 18, 2020.
Harnby, Louise. “Free Downloadable PDF Proofreading Stamps.”
Huculak, Mauro. “How to Set Up a Mirrored Volume for File Redundancy on Windows 10.” Windows Central, September 23, 2016.
LibreOffice Draw. Free tools for creating and manipulating graphics.
Lyon, Jack. “Add-Ins from Microsoft.” Editorium Update, June 15, 2023. The Editorium has hundreds of articles on the business of editing, including tools, finances, ethics, wildcards, and macros.
“Macros and Information Menu.” Archive Publications. Tips, videos, and instructions from Paul Beverley for how to create and work with macros, plus many downloadable macros.
“Microsoft Word Tips, Tricks, and Ideas.” Tips.net.
Montgomerie, Adrienne. “PDF Markup Basics for Proofreaders & Copyeditors.” Right Angels and Polo Bears: Adventures in Editing, February 2019.
pdfFiller. Cloud-based platform for creating and editing fillable PDFs, and sharing, managing, and collaborating on documents.
PerfectIt. Intelligent and customizable proofreading software.
Phrase Expander. Universal template building and autocompletion platform that can be used to create shortcuts to automate processes.
Scrivener. Manuscript creation and writing platform.
Stirling, Diana. Black PDF stamps. Copyediting-l. Go to the Resources tab and search “black set.”
Stirling, Diana. Red PDF stamps. Copyediting-l. Go to the Resources tab and search “red set.”
Zapier. Business automation platform.
US Government Resources
“The Purpose of Form W-9.” Investopedia.
SCORE. Mentoring and education platform for small businesses (US residents only).
Small Business and Self-Employed Tax Center.
US Small Business Administration.
Website Hosting and Analytics
Joomla! Content management system with website and online application building tools and training.
Kaushik, Avinash. “Kill Useless Web Metrics: Apply the ‘Three Layers of So What’ Test.” Occam’s Razor.
Kaushik, Avinash. “Web Analytics 101: Definitions: Goals, Metrics, KPIs, Dimensions, Targets.” Occam’s Razor.
Memphis McKay. Website design firm.
Network Solutions. Domain and website hosting services.
“Scale Your Business with Web Analytics & Conversion.” Udemy.
Webflow. Design, development, and marketing experts.
“Why Your Website Needs Great Copy.” Right Touch Editing, May 13, 2021.
Wix. Website building platform.
Workspace Ergonomics and Organization
“Computer Workstations eTool.” Occupational Safety and Health Administration (OSHA).
“Elements of Ergonomics Programs.” National Institute for Occupational Safety and Health (NIOSH).
Folder Marker. Program for customizing folder colors.
Tidy Tova. Virtual or in-person help for reorganizing and decluttering.
Did you find a mistake? Have a resource to recommend? Email Erin!
Last updated: June 19, 2026
