Client Hub

It takes a village!! Thank you 🔥 Michael Ly, for setting this up, (yes, cleaver URL).

Happy New Year from Client Hub! As we bid farewell to 2024, we extend our heartfelt thanks to our valued clients and partners. Your trust and collaboration have been pivotal to our mutual successes. We're eager to embark on the journey through 2025, equipped with a commitment to excellence that will help us conquer new heights together! #ClientHub #HappyNewYear #ThankYou

Let productivity be your mark as the year ends! Demonstrating high performance and determination as the year concludes will set a precedent for success and positions you for future achievements. Finish the year strong and let your efforts propel you into a prosperous new year! #ClientHub #Productivity #CareerGoals

We are saddened to hear of the closing of Bench Accounting; this is a difficult time for the Bench team and the clients. If you can help provide employment opportunities to the Bench team or help serve their clients, please post on the Anchor thread.

As we approach the year's end, it's crucial to ensure operations are as streamlined as possible. Client Hub offers your firm the AI-driven capabilities required for today’s dynamic business environment. From advanced workflow management to a superior client portal, everything about Client Hub shouts efficiency. Elevate your practice with Client Hub and experience the difference firsthand! https://www.clienthub.app/ #ClientHub #Productivity #YearEnd

Grow your accounting firm the smart way! Referrals can be a goldmine for new, high-quality clients. Our latest blog post unveils the subtle art of securing these valuable leads. From perfecting the timing to creating a culture of referrals within your firm, we’ve got you covered. Let’s take your business to new heights! Learn the secrets here: https://lnkd.in/eJbMEFcY #ClientHub #AccountingFirmGrowth #ClientReferrals

This festive season, we at Client Hub extend our warmest wishes for a merry Christmas to all! As we reflect on the past year, we're grateful for your partnership and trust in our platform. May this holiday season fill your homes with happiness, your hearts with love, and your future with prosperity. Here's to celebrating successes and forging ahead for a remarkable new year. Happy Holidays! #ClientHub #MerryChristmas #HappyHolidays

As the festive season approaches, finance professionals know too well the challenges of keeping client files organized. Client Hub’s File Manager is your solution to transform clutter into clarity, enabling a seamless year-end wrap-up. Designed with the demands of bookkeepers and accountants in mind, Client Hub offers a powerful yet simple tool to enhance your firm’s efficiency! #ClientHub #FinanceTech #Bookkeeping

The last Friday before Christmas can feel like the ultimate productivity test. Keep the momentum going by prioritizing critical tasks, encouraging team collaboration, and sprinkling in some festive cheer. A focused, motivated team today means a more relaxed holiday next week. Finish strong! #ClientHub #FinanceTeam #AccountingExcellence

Your account's security should never be taken lightly. That's why we're advocating for all our users to enable SMS-based two-factor authentication (2FA) on Client Hub! This additional layer of security makes sure that your data remains protected. Here's how to activate 2FA for your account: ✅ Go to the "..." menu beside your name at the lower left of your screen. ✅ Select "My Account". ✅ Click on "Setup Two-Factor Authentication" and follow the prompts. To check the 2FA status of any user, navigate to the Manage Practice page for internal users or the Client Details tab for client users. Stay safe and secure! More details here: https://lnkd.in/e2WSzimA #ClientHub #WorkflowWednesday #FinTech