‘Appy Hour Blog

Unlocking Efficiency in Client Communication

Unlocking Efficiency in Client Communication

If there’s one thing accounting professionals never have enough of, it’s time. There are endless deadlines to meet, documents to track down, and clients to update. But one of the biggest drains on your time might be the last thing you'd expect: communication. Client...

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App-tastic Efficiency with Xero

App-tastic Efficiency with Xero

When it comes to efficiency, there’s good… and then there’s App-tastic efficiency—the kind that streamlines your workflows, delights your clients, and gives you back the most precious thing of all: time. On this week’s episode of The Appy Hour, Liz Scott and Heather...

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Accounting Today Live

Accounting Today Live

The Growth Forum buzz was real — and your favorite special hosts Liz Scott and Heather Satterley were in the thick of it at this year’s Accounting Today Growth Forum in sunny San Diego! With a front-row seat to some of the industry's most exciting AI developments (and...

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File Finesse: Mastering Docs with Client Hub

File Finesse: Mastering Docs with Client Hub

Imagine this: You’re juggling tax season deadlines, client requests, and last-minute doc uploads—and you’re still chasing down paperwork across email threads, cloud folders, and the depths of your Downloads folder. Sounds familiar? Well, friend, breathe easy, because...

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Best Practices for Month-End Close

Best Practices for Month-End Close

Let’s be real—month-end close shouldn’t feel like a last-minute cram session before finals. But for many accounting teams, it’s a mad dash of chasing approvals, triple-checking data, and manually reconciling invoices. Sound familiar? The good news: it doesn’t have to...

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Approval Chaos to Clarity with Workflows

Approval Chaos to Clarity with Workflows

Ever feel like getting an approval takes longer than the actual work? Chasing signatures, sorting through email chains, and waiting on responses can turn a simple request into a full-blown scavenger hunt. Without a clear system, approvals become roadblocks instead of...

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