Build workflows that scale
Create jobs that are easier to follow, delegate, repeat, and maintain as the firm grows.
CLIENT HUB MASTER CLASS • FIVE-PART SERIES
Build a Better Way to Run Your Firm in Client Hub.
Turn Client Hub into the operating system for your day-to-day work with practical processes for workflows, client communication, recurring work, month-end, and financial reporting.
Five focused sessions • One registration link per date
THE SERIES AT A GLANCE
Choose the session that solves what’s slowing your firm down.Choose what to improve first.
01OCT 6Build Better Workflows
02OCT 21Stop the Client Chase
03NOV 4Run Your Day from Client Hub
04NOV 18Get Ahead of Month-End
05DEC 1From Financials to Insights
FROM FEATURES TO A BETTER WAY OF WORKING
Less friction.
More forward momentum.
Go beyond knowing the features. Build practical habits that make everyday work clearer, more connected, and easier to repeat.
01
Make work repeatable
Build processes your team can follow with confidence.
02
Keep your team connected
Bring requests, work, and conversations into one place.
03
Move from reactive to ready
Create a steady rhythm for recurring work and review.
WHAT CHANGES AFTER THE SERIES
A stronger system for the work your firm repeats every day.
The curriculum connects the product to four operational outcomes your team can feel immediately.Four operational outcomes your team can feel immediately.
Keep work and communication connected
Bring client requests, files, internal notes, and follow-up into one clear place.
Stay ahead of recurring work
Use dashboards, templates, Autopilot, and recurring tasks to make proactive the default.
Turn financial review into insight
Spot issues earlier, review consistently, and start better client conversations.
THE FIVE-SESSION CURRICULUM
Five focused sessions.
One better way of working.
Start with the operational friction that matters most now, or follow the full series from workflows to financial insights.Start with the friction that matters most now, or follow the full series.
REGISTRATION
Each date has its own registration link.
SESSION 01OCT 6
12 ET / 9 PT
Build Better Workflows
Create processes your team can actually follow.
WHY IT MATTERS
Design jobs that are easier to manage, delegate, repeat, and maintain.
YOU’LL LEARN
- Structure jobs, assignees, repeat rules, and due dates
- Use dependencies, statuses, notes, files, and Client Tasks
- Bring recurring work into the Jobs Dashboard and Autopilot
SESSION 02OCT 21
12 ET / 9 PT
Stop the Client Chase
Better requests. Better responses. Less follow-up.
WHY IT MATTERS
Make the Client Workspace the central place for requests, files, communication, and follow-up.
YOU’LL LEARN
- Know when to use Client Tasks and Questionnaires
- Write clear, client-friendly requests
- Reuse templates, recurring tasks, and Autopilot
SESSION 03NOV 4
12 ET / 9 PT
Run Your Day from Client Hub
Fewer places to look. Fewer things to remember.
WHY IT MATTERS
Create a daily operating rhythm with a clearer view of what needs attention.
YOU’LL LEARN
- Use notifications and the Jobs Dashboard intentionally
- Keep communication, notes, and files connected
- Batch communication and reuse templates
SESSION 04NOV 18
12 ET / 9 PT
Get Ahead of Month-End
Clean up sooner. Close faster.
WHY IT MATTERS
Review QuickBooks earlier so month-end stops becoming a last-day scramble.
YOU’LL LEARN
- Add weekly or biweekly QuickBooks review
- Turn issues into clear follow-up
- Build W-9 and month-end processes that repeat
SESSION 05DEC 1
12 ET / 9 PT
From Financials to Insights
Review smarter. Deliver better reports. Start better conversations.
WHY IT MATTERS
Use Books Review and AI as another set of eyes before the client conversation.
YOU’LL LEARN
- Review P&L and balance-sheet issues and trends
- Make the review process consistent
- Prepare and share reports with stronger AI-assisted insights
CLIENT HUB IN ACTION
Bring the whole operating system into view.
The Master Class connects day-to-day decisions to the same place your team already manages jobs, client tasks, files, and communication.
One shared view of jobs and priorities
Client work and communication kept together
Recurring processes that are easier to repeat
Jobs dashboard
Today’s priorities across the firm
12Due today
28In progress
06Waiting
Priority jobs
Month-end closeRiver & Co.
78%
Payroll reviewNorthstar
54%
Books reviewAcme Studio
32%
THE MASTER CLASS GOAL
More than understanding Client Hub.
A better way of working.More than a better understanding of Client Hub. A better way of working.
Leave with practical processes your team can apply to create more consistent workflows, stronger accountability, clearer client communication, and a more proactive approach to recurring work.Leave with practical processes for more consistent workflows, stronger accountability, clearer client communication, and more proactive recurring work.
Scattered steps
Repeatable workflows
Status hunting
A clearer view
Client chasing
Clear requests + follow-up
Last-minute cleanup
Earlier review + action
YOUR NEXT BETTER PROCESS STARTS HERE
Choose the session that addresses what’s slowing your firm down now.
Start with workflows, client communication, daily operations, month-end, or financial insights.
Choose your sessionFive dates. One registration link per session.