Collaboration Corner is an ongoing peer-to-peer member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. 2-3 experienced members will host each session.
CPB Canada encourages both experienced members and new members to use this platform to create community and ongoing support around a range of bookkeeping and related practice matters.
Info
In this presentation, we will explore how Client Hub is revolutionizing accounting practice management for bookkeeping and accounting firms. This platform is designed to streamline workflows by integrating client communication, task management, and deep QuickBooks integration, allowing firms to get client answers 80% faster. We will also explore how AI-powered features like Magic Search, auto-drafted email replies, and automated task details help eliminate manual work and improve efficiency.
Key Takeaways:
Faster client responses – Resolve issues 80% quicker with seamless communication.
AI-powered automation – Reduce manual work with smart tasks and email management.
Built for bookkeepers & accountants – Tailored tools to enhance efficiency and collaboration.
Powerful integrations – Connect seamlessly with QuickBooks, Anchor, and other third-party apps to enhance efficiency.
Presenter: Judie McCarthy
Judie McCarthy is a recovering accountant and the Co-founder of Client Hub. Over the past 15+ years, she has worked with thousands of accounting professionals and small business owners to help implement cloud technologies to streamline their operations and increase productivity. As the Co-founder of Client Hub, she and her team have developed a secure platform to help accountants and bookkeepers be more productive, better manage their workflow, and securely communicate and work collaboratively with their clients. Judie is a 20+ year QuickBooks ProAdvisor and is Advanced Certified in QuickBooks Online.
Virtual: Zoom link will be provided upon registration.
Contact: Regional Network Chair - Bonnie Jensen-Walker, CPB - Email: bonnie@profitsr4u.ca & Regional Network Co-Chair - Jessica Goodall - cpbedmregionalnetwork@gmail.com