‘Appy Hour Blog

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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Firm Spotlight with PAG Fiscal Services

Firm Spotlight with PAG Fiscal Services

Time to raise a virtual toast to Kari Beebe and PAG Fiscal Services—the firm delivering streamlined, specialized, and supportive bookkeeping services to small law firms and powerhouse women entrepreneurs. In this episode, Liz and Heather chat with Kari about how she...

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Conquer the File Chaos: Client Hub to the Rescue!

Conquer the File Chaos: Client Hub to the Rescue!

We all know the struggle—wasting time searching for files, playing email ping-pong, and wondering where that one crucial document went? That’s the kind of drama nobody needs. Client Hub’s Advanced Document Management is your secret weapon to ditch the disorganization...

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