Cloud App Newsletter by Client Hub -- Jan 26, 2023

Cloud App Newsletter by Client Hub -- Jan 26, 2023

Let's get right to this week's edition of the Cloud App Newsletter, your quick weekly roundup of the best content to build your ideal cloud accounting firm.

Cloud Apps

• Xero: Xero summarizes four ways to get bank data into Xero, including the recently introduced bank statement extraction via HubDoc: Link 

• QuickBooks: Insightful Accountant covers banking enhancements to QuickBooks including batch edit bank matching rules: Link

• Meeting Notes: Jason Staats mentioned Tactiq his newsletter and it looks like a pretty cool tool to capture meeting notes and action items: Link

Modern Practice Tips

• Productivity: Zapier blog suggests considering whether it a microwave day or a stovetop day: Link 

• Hiring: Still need to hire for busy season? Here are 40 ideas to shake up your hiring process: Link

• To Do lists: From Sunsama, great practices to make you more efficient: Link

• What "not to do": And finally, we have great advice from Karbon about simplifying to increase efficiency: Link 

From the Client Hub team

Client Hub is your modern client communication and workflow system. Unlike traditional platforms, Client Hub is built for BOTH your team AND your clients.

Get faster client responses, build better client relationships and become a more productive firm. To learn more and schedule your demo, go to our home page

Cheers, Judie, co-founder Client Hub

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