‘Appy Hour Blog
New Year, New Beginnings: Get Your Practice Organized with Client Hub
As we say goodbye to 2024 and step into 2025, many of us are setting goals for a fresh start in the new year. For accounting professionals, there’s no better time to tackle one of the most common pain points in the industry—disorganized client communication. Scattered...
Fraud Detection and Prevention with ApprovalMax: Safeguard Your Business Assets
In today's fast-paced business environment, fraud detection and prevention are more critical than ever. With increasing financial complexities and evolving fraud tactics, businesses need robust tools to protect their assets and maintain trust. That’s where ApprovalMax...
Customizing Learning Paths: Tailoring My Task LMS for Diverse Accounting Roles
In the ever-evolving world of accounting, one-size-fits-all training solutions simply don’t cut it anymore. Accounting firms today are composed of diverse roles, each requiring unique skill sets and knowledge. From junior bookkeepers to senior accountants and CFOs,...
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...