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The Ultimate Guide to Accounting Workflow Management & Process Improvement

Discover how to optimize your business efficiency on accounting workflows. Learn best practices, tools, and strategies for streamlining financial processes and improving your bottom line.
May 21, 2024
   |   
Judie McCarthy
Accountants

How Cloud Computing Accounting Is Changing the Industry

Cloud computing accounting helps firms thrive in today's world. Here are the benefits, costs, statistics, and impacts on accounting firms.
May 14, 2024
   |   
Avon Abogadie
Technology

12 Days of Client Hub Holidays

Enjoy the holidays!
April 23, 2024
   |   
Judie McCarthy
Client Hub

Client Hub Buzz: Stay Connected and in the Know!

At Client Hub, we're dedicated to keeping you informed and ensuring you never miss a beat. Join us for the latest updates and exciting features through our Bi-weekly Club Hub newsletter, Real-time in-product messaging, Periodic Webinars, and exclusive Happy Hour Hangouts.
February 7, 2024
   |   
Judie McCarthy
Accountants

Introducing the Enhanced Client Details Page and Client Import Feature in Client Hub

Client Hub is thrilled to introduce a revamped Client Details page that not only sports a fresh look but also offers a more efficient way for you to consolidate all your client and contact information in one centralized location. This update is designed to help you keep all your client and contact information in the same management system you use for client communications and internal work, providing you with a seamless experience.
January 24, 2024
   |   
Judie McCarthy
Product Updates

Enhancing Your Client Experience: Introducing E-Signatures Powered by Signwell in Client Hub

Client Hub is excited to announce the integration of e-signatures powered by Signwell. This new feature is designed to simplify your workflow, increase efficiency, and bring an added layer of convenience to your business interactions.
December 14, 2023
   |   
Judie McCarthy
Product Updates

Introducing Client Hub AI-enabled Email Integration

Client Hub is thrilled to announce a revolutionary new enhancement in the Client Hub experience: the introduction of our AI-Enabled Email Integration feature! This groundbreaking integration is designed to elevate your client communication and collaboration to unprecedented heights. In this blog post, we’re excited to share the key capabilities that make Client Hub’s email integration a game-changer for your practice management.
October 30, 2023
   |   
Chloe Hunter
Product Updates

New feature: Pinned Panel

The wait is finally over! The new Pinned panel on the Internal Workspace page will display all the pinned items from within your account including: • Client Tasks • Client Messages • Client Notes • Jobs • Emails
October 18, 2023
   |   
Chloe Hunter
Product Updates

Investing in Your Success: Self-Improvement Tips for Bookkeepers and Accountants

In the fast-paced world of bookkeeping and accounting, staying on top of your game is key to success. As outsourced bookkeepers and accountants, your ability to thrive depends on your commitment to professional development and self-improvement. In this article, we'll explore why investing in yourself is crucial for your firm's success.
September 21, 2023
   |   
Chloe Hunter
Accountants
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