An hour saved isn’t an hour earned.
Most firms are pointing AI at the wrong work, and it’s quietly making them slower. In this session, Blake Oliver shows you where AI actually moves the needle in your firm: the bottleneck where work waits.
CPA | Podcast Host | Accounting Technology Leader
Blake is the co-host of the Cloud Accounting Podcast, the #1 podcast for accountants globally, and author of the “Own Your Close” newsletter. He previously founded Cloudsourced Accounting, which was acquired in 2015, and has held leadership roles at firms like Armanino and FloQast, where he serves as Director of Product Marketing.
Client Hub was the missing piece to bring all client interaction in one location. It is a real game changer for our firm!
Client Hub is SO easy to set up and tailor to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game.
Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!