Cloud App Newsletter - Issue #107

Cloud App Newsletter by Client Hub -- Issue #107

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

• Client Hub introduces a FREE tier

  Client Hub launches our Free Recategorize plan -- stop creating and sending spreadsheets to your clients for uncategorized expenses or deposits in QuickBooks. Let Client Hub do that for you — for free! Link
  

• QuickBooks
  QuickBooks released new banking enhancements, including improved
  bank reconciliation, improved bank rules, and improved bank feeds. Link

  

• Chat AI that cites sources
  Thanks to Jason Staats newsletter, we discovered Perplexity last week: Link

• Build Slack bots

  Use Slack? Check out these tips on how to build a bot in 5 minutes, including different types of chatbots, the tools needed, and the steps to take. Link

Modern Practice Tips

• Staffing
  US CPA firms should look to new sources of talent before
  considering offshoring to solve staffing issues. Link

• ChatGPT
  PwC Australia told staff they cannot use ChatGPT for client work, despite having invested in the technology, due to the inability to bill for it! Link

• Daily Routine

  Tips on how to create a successful daily routine to help increase productivity and reduce stress. Link

• Celebrating Black History month
  Intuit’s Firm of the Future blog sits down with three leaders in the profession for a roundtable discussion. 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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