‘Appy Hour Blog
Why Data Security Should Be Top Priority for Accounting Professionals
As accounting professionals, you deal with sensitive financial data every single day. But here’s the thing—data security is too often an afterthought. With the rise of cyberattacks, data breaches, and internal risks, financial data is more vulnerable than ever. If...
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...
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...
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...
How Client Hub Creates a Well-Run Firm with Less Chaos and More Magic
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...
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...
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...
Shake Up Your Finance Game with ApprovalMax & QuickBooks Online
Say goodbye to approval chaos and hello to seamless approvals! If juggling invoices on your finance and chasing approvals sounds like a nightmare, we’ve got the perfect mix for you—ApprovalMax & QuickBooks Online. This dynamic duo takes the stress out on your...
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...