WEBVTT NOTE This file was generated by Descript 00:00:00.000 --> 00:00:02.972 Brandon: The name of my firm is Fraction CFI. 00:00:02.991 --> 00:00:06.227 We are a finance as a service firm. 00:00:06.299 --> 00:00:09.449 Been using Client Hub since, uh, since October of 2020. 00:00:09.449 --> 00:00:13.769 That was part of the chosen tech stack when we launched the firm. 00:00:13.832 --> 00:00:18.392 And I thought for the entrepreneurs out there, I thought I knew 90% of what it, 00:00:18.422 --> 00:00:20.102 what it would be like running my own firm. 00:00:20.462 --> 00:00:23.672 And the deeper I got, the more I realized that percentage kept going down. 00:00:23.792 --> 00:00:26.012 And then I researched, well, how am I going to run my firm? 00:00:26.558 --> 00:00:29.582 So I looked at Client Hub, and I was really excited about it and was 00:00:29.582 --> 00:00:32.592 part of the impetus to jump, too. 00:00:33.032 --> 00:00:35.342 Really excited about the communication features it had. 00:00:36.036 --> 00:00:42.366 The task management and being able to put that in one spot and plug people into it. 00:00:42.462 --> 00:00:44.172 I thought it was very user-friendly. 00:00:44.472 --> 00:00:47.022 It's been very easy to invite people to it. 00:00:47.155 --> 00:00:48.908 So that was part of the tech stack from day one. 00:00:49.793 --> 00:00:53.003 Because of the ability, and this is a key component of this, very 00:00:53.003 --> 00:00:57.203 tight coordination between tax CPAs and those doing the accounting, 00:00:57.533 --> 00:01:00.443 finance, bookkeeping, projections. 00:01:01.013 --> 00:01:05.243 And so thought Client Hub would also be a nice way to communicate business 00:01:05.243 --> 00:01:07.703 forecasts that we're creating to CPAs. 00:01:08.813 --> 00:01:11.843 CPAs being able to share maybe tax planning information 00:01:11.843 --> 00:01:13.083 that's helpful for us. 00:01:13.753 --> 00:01:15.998 Communicate with clients and back and forth. 00:01:16.085 --> 00:01:22.463 In Client Hub we have myself and my team, we've invited a couple of contractors 00:01:22.553 --> 00:01:24.993 and we've also invited some CPAs. 00:01:25.048 --> 00:01:29.818 Client Hub offers the opportunity to connect them to that portal. 00:01:30.178 --> 00:01:33.538 They can communicate with the clients seamlessly as if they're 00:01:33.538 --> 00:01:35.028 directly part of our team. 00:01:35.874 --> 00:01:39.123 We're a Teams firm a lot of our clients use Google Suite. 00:01:39.293 --> 00:01:43.613 That built in chat feature can solve all of that, allowing for us all to 00:01:43.613 --> 00:01:48.683 chat through Client Hub without having to get that tech stack unification or 00:01:48.683 --> 00:01:51.053 go through the IT security protocols. 00:01:51.563 --> 00:01:55.995 then with the separate workspaces, we can keep the owners out of 00:01:55.995 --> 00:01:57.645 some of that bookkeeping, minutia. 00:01:57.975 --> 00:01:59.745 You can keep that away from the CPA. 00:02:00.227 --> 00:02:05.298 So Client Hub fits into that philosophy of some of the value we bring is, helping 00:02:05.298 --> 00:02:07.218 just coordinate all of these parties. 00:02:08.070 --> 00:02:11.940 And so these tools like Client Hub allow us to do that, allow us to not have 00:02:11.940 --> 00:02:17.040 to create a one-stop shop model, not to have our stable of friendly CPAs or 00:02:17.040 --> 00:02:21.747 friendly, financial advisors that we only use, It offers a really great way to 00:02:21.747 --> 00:02:23.517 offer the same experience to the client. 00:02:23.964 --> 00:02:26.004 And I know clients are appreciative of that and it 00:02:26.004 --> 00:02:27.474 solidifies those relationships.