We present our 2 models below for how client service firms can leverage Client Hub to simplify file sharing in the cloud with their clients. Our models explain all these facets of cloud file management: Receiving Files: Make it a drop-dead simple for clients to send files to the...
Client Hub Integration with QuickBooks: Resolving Uncategorized Expenses
Since the beginning of my career as an accountant & bookkeeper one of the biggest challenges I have faced has been getting answers from clients about mystery expense transactions. This has become even more difficult with the adoption of online shopping from retailers such as Amazon and Costco. These...
The Best Way to Send/Share Files, Documents or Spreadsheets with Clients
I often get asked “what is the easiest/ best way to send files, documents or spreadsheets to clients”. For many, the traditional way is to send the file as an attachment via email or other electronic messaging. Unfortunately, this method can create confusion and havoc as shown below: Recipient...
Why the New Year is the Best Time to Implement New Tech
One of the most beneficial things you can do at the beginning of a new year is to evaluate your tech from the past year and determine what new tech can be implemented to improve workflow processes. Here are 5 simple reasons to implement new tech at the beginning...
12 Days of a Client Hub Holiday Season
Growing up (and as an adult) one of my favorite holiday songs to sing has always been the 12 Days of Christmas. To have some fun during this festive time I thought I would create my own “12 Days of Client Hub”. On the 12th day of Client Hub...
What’s New in Client Hub! Client Tasks and Files Manager
As always, we here at Client Hub listen carefully to feedback and feature requests from our Accounting Partners. Our December release is an example of our commitment to continue to deliver a world class solution to help accountants and bookkeepers be more productive while delivering exceptional client service. Client...
Partner Spotlight – Totally Booked
Totally Booked Kelly Gonsalves is focused on the future of the Accounting Industry. Kelly founded Totally Booked, based in NYC, in 2015 to help business owners find empowerment in their financials. Q: Tell us about your firm, the services you provide, and what kind of clients you work with....
Putting Yourself First in Times of Stress
Putting your mental health first is crucial to producing good work in the months to come, especially this time of year. How can we focus on ourselves and our team when there’s always have so much happening around us?
Partner Spotlight – Main Accounting Services
Main Accounting Services Angela Roberts is the owner of Main Accounting Services in Kennesaw, GA. Angela has a BS in accounting and is a QuickBooks Online Proadvisor. Q: Tell us a little bit about your firm, and what kind of clients you work with. A: We are 3 1/2...
Tips & Tricks: Setting Browser Start Pages to Inspire Client Engagement
We all agree that getting clients to engage with new technologies can oftentimes be a significant roadblock to implementation. This is especially true when the solution requires them to alter their normal behavior and do things differently than they are used to. Finding easy ways to get clients to...