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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...


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 purchases can be anything from office...