Back in June Insightful Accountant told you about the new Client Hub platform designed to meet the needs of accounting professionals around the globe. This new platform was the creation of cloud accounting guru Judie McCarthy and a team of software developers with years of accounting industry expertise, who developed an All-in-one Workspace with simple and secure messaging and file sharing between accountants and their clients.
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Client Hub has taken the next big step in their evolution by releasing Apps for both Apple and Android devices. The new App gives accounting professionals and their clients access to Client Hub on either their Apple or Android mobile devices allowing them to have the same instant notification and robust interactions as with the Client Hub platform itself.
“This release of mobile apps is a key milestone for our company”, said Judie McCarthy, co-founder of Client Hub. “We are very customer-driven, and this was the number one request from our customers, so it feels great to be able to deliver it so quickly after our launch earlier this summer.”
By getting their clients to use the Client Hub App, firms can get faster response to their requests for information and files. And by using the App themselves, they can be more responsive to their clients’ inquiries as well. The App streamlines the exchange of information between accountants and their clients in these ways:
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- Conversations – simple messaging eliminates cluttered email inboxes and keeps everyone up-to-date. Customized notification settings let each user select when and how they want to be notified. (As illustrated above.)
- Tracked Items - Clients can view requests for information from their accountant and respond instantly. They can easily attach files or use their camera to quickly snap photos of documents or receipts.
- Files - all files exchanged using either the conversations or tracked items features are easily accessible.
One Client Hub user, Kenji Kuramoto, CEO of the full-service cloud accounting firm "Acuity" had this to say about the new Apps... "After getting a chance to see the Client Hub mobile app, I'm looking forward to getting it into the hands of our clients. It's going to provide a much better communication experience between accounting firms and their clients."
I think we can all agree, having a mobile App for either our iOS or Android device makes Client Hub 'so much more of a Hub' for any accounting practice. For more information about the Apps, as well as links to download them for your mobile device, be sure to check out the Client Hub App page.
And, be sure to check out Client Hub's 'Demo Wall exhibit' while attending QuickBooks Connect.