Growing up (and as an adult) one of my favorite holiday songs to sing has always been the 12 Days of Christmas. To have some fun during this festive time I thought I would create my own “12 Days of Client Hub”.
On the 12th day of Client Hub our team has brought to you…….
12 Global Apps – 12 of the most popular accounting apps pre-populated and available to add to client Workspaces
11 Practice Resources – Add resources to your practice library and share with clients via their Workspace to provide them with on-demand access to forms, procedures, etc.… The sky is the limit (not 11)!
10 Client File Folders – Our new files management feature allows you to organize documents and files in folders – no worries, there is not a limit of 10!
9 Answered Client Tasks – Client requests for answers, information and files sent and managed much easier with Client Hub.
8 Accountant Resources – Use these valuable resources from our Help center to help you, your staff and clients get up to speed quickly with Client Hub
7 Client Conversations – Like many of our features, there are no limit! Conversations is the perfect way to get communications out of your siloed cluttered inbox and into our secure, shared platform.
6 Client Onboarding tips – Used and shared by some of our most successful partners! These tips will help you to successfully migrate your client communications to our secure Workspace platform
5 Client Task types – Makes it easy for clients to answer and get the answers you want!
4 Awesome features – Conversations, Client Tasks, Links & Files Manager – The perfect client portal!
3 Panel Workspaces – Our 3-panel Workspace web app is intuitive and easy to understand
2 Practice Staff roles – Provides you the flexibility to determine who has access to which client Workspaces
