‘Appy Hour Blog
CLH CPAs & Consultants | Allison Leffert
This week’s Appy Hour brought a festive vibe to the holiday season with a Firm Spotlight featuring Allison Leffert of CLH CPAs and Consultants. Hosted by Liz and Heather, the episode offered a deep dive into the tools and technologies driving CLH’s success, alongside...
Xero Takes the Stage
We're thrilled to announce our new partnership with Xero. We will be kicking off the new year with a peek at their accounting platform! Get ready for an insider's look at the innovative features driving one of the most dynamic accounting platforms in the United...
The Future of Remote Accounting Teams: Training Strategies for Success
The accounting industry is no stranger to change, and the shift to remote work has been one of the most transformative trends in recent years. As firms embrace distributed teams, they encounter unique challenges—managing communication, fostering collaboration, and...
Simplifying Compliance with ApprovalMax’s Audit Trail Features
In today’s fast-paced, highly regulated business environment, maintaining compliance and ensuring transparency in financial processes are critical for success. Organizations must not only adhere to complex regulatory standards but also build internal trust and...
New File Management Features
New File List View We’re excited to introduce the new List View in the File Manager, designed to make organizing and accessing your files even more efficient. With List View, you can: View files - Select to view files uploaded by firm users or client users. Sort...
The Accounting Seat Model at Finsmart – Revolutionize your practice
The path to success lies on the foundation of constant experimentation and changing accordingly. In an industry like accounting, where we constantly strive to understand the numbers with as much clarity as possible and strategize according to what suits the current...
Streamline Workflows with MyTaskLMS Integration
Managing multiple tools can be challenging for accounting firms, but MyTaskLMS simplifies the process by seamlessly integrating with popular accounting platforms like QuickBooks Online, Xero, and Sage. Here’s how this integration enhances your workflows: Key Benefits...
Tailor Approval Workflows with ApprovalMax
Every business is unique, and so are its approval processes. ApprovalMax’s advanced workflow customization empowers organizations to design approval workflows that fit their needs perfectly. Key Features Multi-Step Approvals: Create sequential or parallel approvals to...
Deep Dive into ApprovalMax: How to improve AP processes with automation
On November 12th, 2024, Heather and Liz hosted Alex Keselman from ApprovalMax and Jacint Tumacder from QuickBooks to explore how ApprovalMax transforms accounts payable (AP) processes. This innovative solution minimizes errors, accelerates approvals, and enhances...