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 12^th day of Client Hub our team has brought to you…….

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12 Global Apps – 12 of the most popular accounting apps pre-populated and available to add to client Workspaces

11 Practice Resources – Add resources to your practice library and share with clients via their Workspace to provide them with on-demand access to forms, procedures, etc.… The sky is the limit (not 11)!

10 Client File Folders – Our new files management feature allows you to organize documents and files in folders – no worries, there is not a limit of 10!

9 Answered Client Tasks – Client requests for answers, information and files sent and managed much easier with Client Hub.

8 Accountant Resources – Use these valuable resources from our Help center to help you, your staff and clients get up to speed quickly with Client Hub

7 Client Conversations – Like many of our features, there are no limit! Conversations is the perfect way to get communications out of your siloed cluttered inbox and into our secure, shared platform.

6 Client Onboarding tips – Used and shared by some of our most successful partners!  These tips will help you to successfully migrate your client communications to our secure Workspace platform

5 Client Task types – Makes it easy for clients to answer and get the answers you want!

4 Awesome features – Conversations, Client Tasks, Links & Files Manager – The perfect client portal!

3 Panel Workspaces – Our 3-panel Workspace web app is intuitive and easy to understand

2 Practice Staff roles – Provides you the flexibility to determine who has access to which client Workspaces

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And the absolute best, easiest and secure way to get client answers!!!