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2 Simple Models to Share and Manage Files with Client Hub

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 firm Providing Files: Empower client self-service...

The Best Way to Send/Share Files, Documents or Spreadsheets with Clients
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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 cannot remember where they downloaded and...

12 Days of a Client Hub Holiday Season
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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 our team has brought to you……....

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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 Tasks With our December 2019 release,...

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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. A We are 4 years in...

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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 years in business, based in Kennesaw,...

Becoming a Client-Focused Firm
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Becoming a Client-Focused Firm

A client-focused firm uses its expertise to understand the clients’ needs and delivers services so that accountants and their clients receives the maximum benefit. We worked with Think Leader Consulting and Aero Workflow to put together a free guide for accountants and bookkeepers that will help your firm: -Learn the benefits of being a client-focused...

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Partner Spotlight – Automated Accounting Services

Automated Accounting Services, LLC Monique Swansen is the Founder & CEO of Automated Accounting Services LLC. Monique has 30 years of experience in the accounting profession, with a passion for empowering small business owners. We had a great talk with Monique about her firm’s experience with Client Hub and how it’s helped her collaborate with...