Client Hub retweeted
Firm owners: Turn inefficiency into innovation. “When There’s No App for What You Need” shows how to validate market needs and lead through business transitions. With Judie McCarthy & Questian Telka. Enroll today 👉 earmark.app/c/3279 #CPE
Client Hub retweeted
Tax scammers are getting smarter every year, but you can stay ahead by knowing the warning signs. The IRS will never call, text, or email you demanding immediate payment. Always double-check before you act.
✔ The IRS does not initiate contact by phone, email, or text
✔ Be cautious of urgent or threatening language
✔ Verify the sender’s email address
✔ Never pay with gift cards or wire transfers
If something feels suspicious, verify directly through the official IRS website.
Client Hub retweeted
Tired of inbox archaeology? 🧭 Client Hub puts secure messaging, tasks & docs in one place—no more lost time, just smooth collaboration.📲🔐
👉 Learn more here: loom.ly/CAFUa6c
#AccountingTech #DigitalEfficiency #WorkflowMagic #AppyHourVibes #SecurePortals #ClientHub
Client Hub retweeted
Still digging through emails for that “one doc”? 🕵️♂️
Client Hub = your one-stop shop for clean, fast client communication.
Start collaborating without chaos: loom.ly/SkF9SQY
#ClientHub #AccountingTech #AppyHourVibes #DigitalWorkflow
Client Hub retweeted
So many thoughts on the Bench shutdown
I was their largest accounting partnership for 3 years, worked with a lot of smart people there
But man, let's pour one out for the accountants who just lost their jobs before dancing on the grave of another failed accounting startup
Client Hub retweeted
📅 Filing taxes on time doesn’t have to be stressful. Here’s how we ensure our clients meet their deadlines without the hassle! #TaxReady #BookkeepingHelp
Client Hub retweeted
Hey there, friends! I’m teaming up with the amazing Dawn Brolin for Part 2 of the AI-Enabled Accounts Payable Playbook, and I’d love for you to join us. 📌Save your spot now! 👉 loom.ly/AWLjfI4
Client Hub retweeted
Hey, accounting friends! Does your workflow need a makeover? Let’s get to work! Join me on December 6 at 11 AM CST and learn how streamlining your offerings can boost your firm’s success.
Client Hub retweeted
That's a wrap on Day 1 of #IntuitConnect!
Check out some of the highlights from main stage and breakout sessions to the exhibit hall and great conversations. We're already gearing up for another action-packed day.
Client Hub retweeted
I had such a great time at the #AFWA #WomenWhoCount Conference meeting new people, teaching a session on Nonprofit Financial Statements and winning this @GetRocketbook
Thank you Judie & @ClientHubApp
Shoutout to Dena Martin, snagging the win for the Rocket Book & portal portfolio in our latest raffle at the #AFWA 2024 #WomenWhoCount Conference! It’s all about leveling up with the coolest tech! #ClientHub
Client Hub retweeted
Conferences are the best because they bring together so many of my favorite people I don’t get to see often! I’m thrilled to connect with incredible friends like Judie McCarthy from @ClientHubApp. There’s nothing better than this!
Client Hub retweeted
Replying to @jasononfirms
I switched to @ClientHubApp this year, from a very outdated Xero Workflow Practice Manager system. Very happy with it so far. It’s nice to see they made the Top 9!
Client Hub retweeted
How @ClientHubApp works in 6 minutes:
I recently produced a (sponsored) demo of Client Hub’s approach to “magically simple practice management"
If you’ve ever wanted a way to manage shared tasks with clients, this one’s for you
Things I like about it:
1️⃣ It’s easy on my eyeballs in a way many PMs aren’t
2️⃣ Feels like a two sided task management system, not a bolted-on portal
3️⃣ They’re doing cool AI stuff: generative email, summaries and tasks
4️⃣ There’s a dashboard with all the clients I’m waiting for info from, and how long I’ve been waiting
5️⃣ They let me put a ridiculous animated wizard character in the video
SO much of a firm’s workflow is predicated on clients getting them the goods
This is a great benchmark for what a client-experience-first PM should look like
This is a sponsored post
100% of thoughts in this post are my own, the sponsor had no input
And 100% of proceeds from these sponsored posts go to accounting charities 🤘 $10k so far this year
Client Hub retweeted
Replying to @AceCloudHosting @wifemomcpa100 @royalwise @kamishcpa2012 @QBEnEspanol @CTTaxLitigator @ClientHubApp @CharismaInkster @GoJirav @analytixsoln @NC_Software
Favorite part is building relationships:
1⃣Relationships with my accounting peers
2⃣Relationships with new products
3⃣Relationships with new ideas
Client Hub retweeted
Client communication is probably the most important part of running an agency
- Reply quickly
- Share weekly reports
And the most important part - If you DO make a mistake, accept responsibility and make sure it never happens again
That's how you keep clients long term
Client Hub retweeted
I’m gonna say this again I just had a meeting with @ClientHubApp and they have a very great commitment to Accessibility. Listen up accounting firm practice apps if we want to include all users in your app, I think we need to start looking at Accessibility a little bit more. #TaxTwitter
Client Hub retweeted
How often do you see people creating videos and think, I want to do that too?
If so, I invite you to join my free April Video Challenge!
Find your voice and finish tax season by having fun. Join myself and other accountants here: bit.ly/videochallenge_
#accounting
Client Hub retweeted
Maximizing Growth: How Diversity & Inclusion Drive Capacity Planning in Accounting Firms - Discover how inclusion and diversity in the accounting industry can drive capacity planning. Growth outsourcing resources for CPAs and accounting firms! #TWR
hubs.ly/Q01H4hkV0
Client Hub retweeted
Technologically adept, supported by elevating professional and practice standards, the future holds the increasingly valued professional bookkeper as a pacesetter at the forefront of being the sought-after frontline SME. bookkeepingweek.ca/#Day5 #BookkeepingWeekCanada
























