Accountants Introducing Client Hub AI-enabled Email Integration Client Hub is thrilled to announce a revolutionary new enhancement in the Client Hub experience: the introduction of our AI-Enabled Email Integration feature! This groundbreaking integration is designed to elevate
New feature: Pinned Panel The wait is finally over! The new Pinned panel on the Internal Workspace page will display all the pinned items from within your account including: • Client Tasks • Client Messages • Client Notes • Jobs • Emails
Accountants Investing in Your Success: Self-Improvement Tips for Bookkeepers and Accountants In the fast-paced world of bookkeeping and accounting, staying on top of your game is key to success. As outsourced bookkeepers and accountants, your ability to thrive depends on your
Accountants Strengthening Client Relationships: Show Your Clients Some Love Being an accountant or bookkeeper isn't just about balancing the books – it's also about nurturing relationships with your clients. Sure, you've got the financial smarts, but showing your clients that you genuinely care about them can make all the difference.
Accountants The Power of Reviews: Enhancing Your Accounting Practice through Client Feedback As accounting professionals, bookkeepers, and QuickBooks ProAdvisors, your reputation is crucial to the success and growth of your business. In today's digital age, online reviews have become an essential aspect
Accountants 5 Tips to Help Your Clients Navigate Change and Embrace New Technology As a bookkeeper or accountant, embracing change and adopting new technology is crucial for staying competitive and providing top-notch service to your clients. However, guiding your clients through this process
Magic Workflow: ChatGPT-Powered Workflow and Process Generator Introducing Client Hub's new ChatGPT-powered feature called Magic Workflow. It's totally changing the game for accounting and bookkeeping professionals. With Magic Workflow, creating custom workflows and processes has never been
Accountants Transforming your Practice: Developing Effective Workflows Bookkeeping is an essential function in small businesses. Accurate and efficient management of financial transactions is necessary for tax compliance, financial management, and decision-making. Bookkeepers & Accountants working with small
Accountants Time Tracking: The pros and cons of tracking time in your practice. As always time tracking is a hot topic in the accounting and bookkeeping profession. How do you decide when/if to track time for client billing and or payroll. When
New technologies Guide to Transition Teams to New Technologies Learn how to transition your firm to new technologies using best practices.
Step-by-Step Guide to Solving Your Staffing Crisis Are you struggling with solving your staffing crisis? Learn how to solve your staffing woes and retain talent the right way.
5 Steps to Picking the Right Clients for Your Firm Five steps to pick the right clients for your firm. Learn how to avoid bad clients that cause your team stress and frustration.
Firing a Client Like a Professional Firing a client is an unfortunate necessity in business. Learn how to let go of a client that doesn’t fit in with your firm any longer.
