Amidst the talent shortage, rising costs, and the pressure to provide more value to clients, firm owners are constantly juggling priorities. There is a constant revolution ongoing in the industry – there’s automation and AI that’s taking the world by storm. But...
Buckle up, Appy Hour friends, because the latest episode was an absolute whirlwind of AI & Accounting, e-commerce, and, oh yeah—an actual rock star! If you missed it, don’t worry—we’ve got all the juicy details for you right here. AI & Accounting: The...
I remember a time early in my career when the thought of documenting every single process felt like trying to scale a mountain without any gear. The idea of capturing every detail of our workflows into a practice management software seemed so overwhelming that it kept...
Client onboarding just got a whole lot easier! At Client Hub, we’re thrilled to announce our new integration with Anchor, designed to eliminate the manual tasks involved in setting up workspaces, adding jobs, and inviting client users. This powerful automation saves...
We had an incredible session this week at Appy Hour, where we dove deep into accounting tech and business insights with our special guest, Seth David from Nerd Enterprises. Seth shared his journey, transitioning from running an accounting firm to focusing solely on...
