‘Appy Hour Blog

Let’s talk about onboarding. Yes, onboarding. That first impression, the moment where clients decide if you’re the accounting pro of their dreams or just another bogged down spreadsheet slinger. Done well, onboarding builds trust, reduces chaos, and sets the tone of...

Managing business payments can sometimes feel like a game of whack-a-mole—just when you think you've got everything under control, another approval pops up out of nowhere! Lost emails, delayed authorizations, and security concerns can slow things down and create...

In a modern accounting practice, task management is the invisible engine driving every client deliverable, deadline, and team collaboration. When it’s working well, your firm flows like a well-rehearsed jazz band. When it’s not? Welcome to missed deadlines, endless...

Let’s set the record straight—Client Hub isn’t your average client manager. Nope. It’s more like a smart sidekick with hidden AI powers, designed to take the chaos out of client work and turn your workflow into something that actually... flows. The best part? You...

As accounting professionals, you deal with sensitive financial data every single day. But here’s the thing—data security is too often an afterthought. With the rise of cyberattacks, data breaches, and internal risks, financial data is more vulnerable than ever. If...

If there’s one thing accounting professionals never have enough of, it’s time. There are endless deadlines to meet, documents to track down, and clients to update. But one of the biggest drains on your time might be the last thing you'd expect: communication. Client...