‘Appy Hour Blog
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...
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...
Paper to Digital Zen: The Evolution of Document Management
Once upon a time, accounting offices were drowning in overflowing filing cabinets, and “organization” meant sticky notes and color-coded folders. Then came the digital shift—great in theory, chaotic in practice. Files got lost in email threads, endless digital cloud...
The Secret Sauce to Client Communication in Accounting Firms
Managing client communication in an accounting firm can feel like trying to solve a puzzle with missing pieces—frustrating, time-consuming, and prone to miscommunication. Between endless email threads, lost attachments, and clients forgetting to send important...
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...