So I've been a QuickBooks consultant for over 25 years and in the last 10 years have been developing an outsourced accounting practice, which is very different than just one-off consulting. Our client base has expanded, and it's been all very exciting. And we came to Client Hub to manage the client communications.
It became pretty clear that. not only was my own inbox, getting really cluttered and hard to manage, but the amount of fraud that was initiated through emails, seemed like a really good reason to try and get all of our client communications out in the email so that we could have a safe channel where they knew they were talking to me. And it looked like a really simple tool to initiate.
You know, I can go back into Client Hub and scroll through the list of conversations and see everything in one place. I don't know if other people have this experience, but the most important emails that I get somehow just disappear in Outlook and, and I still have figured out where they go. Doesn't happen very often, but enough so that it's problematic and Client Hub keeps everything in one place.
And then the other thing is that we've recently started using the workflow to manage our work and, for me personally, it is just a nicer space to be in than the software we were using before.
Everybody's very excited about working in Client Hub rather than, first of all, being in one place to see all our client information, but also this workflow software, it's, it's just easier to manage and, and gives us everything we need.
The client that we've just brought on said, " Oh, just make a- put it to do list in Client Hub for me, I loved- I love- It's nice, I can go there. I can cross it off. I love crossing things off."