If your firm sometimes feels more like a three-ring circus than a smooth-sailing ship, don’t worry—you’re not alone. In our latest episode of The Appy Hour, we dove deep into the world of task management and client collaboration magic with one of our very favorite Appy friends: Judy McCarthy, cofounder of Client Hub and longtime champion of the accounting community.
Judy joined Heather (flying solo while Liz was out but sending love!) for an upbeat, eye-opening session on how Client Hub helps accounting pros build well-run firms with less chaos and a whole lot more magic. ?? From simplifying workflows to creating better client experiences, Judy showed us that building a well-run firm doesn’t have to be hard—it just needs the right dose of magic.
Special Guest: Judy McCarthy, Cofounder of Client Hub
We love when Judy joins us—not just because she’s brilliant, but because she gets it. She’s been in your shoes: running a busy firm, wrangling clients, and dreaming of a better way to manage workflows.
Client Hub was born out of that dream. Judy wanted a tool that would streamline client communication, eliminate those dreaded “missing info” delays, and put your entire workflow right where it belongs—at your fingertips.
Spoiler: She nailed it.
Why Client Hub Is the Magic Wand Your Firm Didn’t Know It Needed
Judy didn’t just build Client Hub—she lived it. After starting and growing a successful accounting firm, she faced the same headaches we all know too well: email overload, missed deadlines, lost documents, and the dreaded “waiting on client responses” game.
So what did she do? She built a tool that puts communication, collaboration, and internal workflows all in one place.
Here are just a few highlights from this episode’s walkthrough of Client Hub:
- No More Email Chaos: With Client Hub’s two-way email integration (including Outlook and Gmail), you can convert client emails into tasks with one click. Plus, their Magic Email Summaries and AI Reply Composer take the guesswork out of staying responsive.
- Magic Jobs: Create entire workflows using a simple AI prompt like “Clean up this dumpster fire.” Client Hub builds the task list and the step-by-step instructions. Yes, really.
- Mobile-Friendly Client Portal: Clients actually use this portal (we know, shocking). It’s simple, intuitive, and accessible on mobile—so your clients can respond on-the-go without you chasing them down like a paper trail detective.
- Automated Recurring Jobs: Set it and forget it! With features like Autopilot Client Tasks, reminders go out automatically—before your job even begins—so your team isn’t stuck waiting to start.
- Books Review with QBO Integration: Brand-new to Client Hub, this lets you instantly review inconsistent expenses, missing payees, large transactions, and more. Plus, the built-in AI financial analysis flags what’s funky—so you don’t have to find it the hard way.
- Magic Search (Coming Soon!): Imagine being able to ask Client Hub questions like, “Did we get that W-9 from Bob?” and instantly finding it. It’s not a dream—it’s on the roadmap.
And of Course, the Drink: The Toasted Almond Cocktail
You know it’s not an Appy Hour without a cocktail! Judy brought her A-game with a delicious Toasted Almond Cocktail—creamy, nutty, and the perfect sip while getting schooled in workflow automation. Heather opted for a Spindrift, keeping it classy and semi-dry (well, after dry January… mostly).
Study Buddies Wanted: Join the Xero Cohort!
What’s better than an app spotlight? An app spotlight and a study group!
This episode also featured an invite to join our Xero Training Cohort, where we’re exploring everything Xero has to offer—together. We meet monthly, get help from real Xero reps, and geek out about the ecosystem apps that make it shine. (Yes, it’s free. And yes, you’re invited.)
So if you’re ready to level up your tech stack, Xero style, send us an email at info@theappyhour.com to join our Slack channel.
Unlock the Magic + Save 20% on Client Hub!
Watch the full episode here and bring the magic into your firm—trust us, you don’t want to miss this one! Judy drops gems like a magician at a tech conference. Plus, don’t forget to use code appyhour20 to receive 20% off your first month when you sign up for your 14-day free trial at clienthub.app.
Want more Appy Hour goodness? Don’t miss out on upcoming episodes filled with expert tips, cool apps, and of course, cocktails!
Register here for upcoming episodes and stay ahead of the curve (and the chaos).
Until next time—stay curious, stay collaborative, and most of all… stay Appy!