Cloud App Newsletter by Client Hub, Issue #117

Cloud App Newsletter by Client Hub: Issue #117

Your weekly roundup of great content to build your ideal cloud accounting firm.

Cloud Apps

• Client Hub introduces Magic Workflow
  Let Magic Workflow generate your workflow … got an usual client request? Magic Workflow can start you on the right path
  Link

• QuickBooks Online Advanced: Chart View

  Chart almost any data in QBO
  Link

• A sneak peak into what’s next for Xero Reports

  Check out the roadmap
  Link
  

• AI writing apps: Jasper vs Writesonic

  AI has made creating content easier than ever, get on board with one of these platforms

  Link

Modern Practice Tips

• QuickBooks ProAdvisor Recertification Underway
  If you need to recertify, you have until June 30th
  Link

• Are you underpricing?
  Coming off the tax season is a great time to revisit your pricing
  Link

• Email etiquette: 9 strategies

  How to ask for things in email

  Link

• Grow your firm through referrals
  Another great strategy as you finish the season: Grow through referrals from these happy clients

  Link

From the Client Hub team

Client Hub is your modern client communication and workflow system, with an amazing/ client experience. Happy clients leads to happy firms! To learn more and schedule your demo, go to our home page

New Free tier Stop sending spreadsheets to your clients for uncategorized expenses or deposits in QuickBooks. Get these transactions resolved instantly and for free with Client Hub —start now!

Cheers, Judie,
Co-founder Client Hub

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