WEBVTT NOTE This file was generated by Descript 00:00:00.049 --> 00:00:03.450 Wendelyn: So I've been a QuickBooks consultant for over 25 years and 00:00:03.565 --> 00:00:06.955 in the last 10 years have been developing an outsourced accounting 00:00:06.955 --> 00:00:10.615 practice, which is very different than just one-off consulting. 00:00:11.035 --> 00:00:14.739 Our client base has expanded, and it's been all very exciting. 00:00:14.739 --> 00:00:18.356 And we came to Client Hub to manage the client communications. 00:00:18.829 --> 00:00:20.014 It became pretty clear that. 00:00:20.963 --> 00:00:25.463 not only was my own inbox, getting really cluttered and hard to manage, but 00:00:25.523 --> 00:00:31.230 the amount of fraud that was initiated through emails, seemed like a really 00:00:31.230 --> 00:00:35.179 good reason to try and get all of our client communications out in the email 00:00:35.179 --> 00:00:39.139 so that we could have a safe channel where they knew they were talking to me. 00:00:39.162 --> 00:00:41.712 And it looked like a really simple tool to initiate. 00:00:42.271 --> 00:00:45.050 You know, I can go back into Client Hub and scroll through 00:00:45.050 --> 00:00:47.720 the list of conversations and see everything in one place. 00:00:48.043 --> 00:00:51.303 I don't know if other people have this experience, but the most 00:00:51.303 --> 00:00:56.733 important emails that I get somehow just disappear in Outlook and, and I 00:00:56.733 --> 00:00:58.413 still have figured out where they go. 00:00:58.693 --> 00:01:01.833 Doesn't happen very often, but enough so that it's problematic and Client 00:01:01.833 --> 00:01:03.513 Hub keeps everything in one place. 00:01:04.053 --> 00:01:09.710 And then the other thing is that we've recently started using the workflow to 00:01:09.860 --> 00:01:15.854 manage our work and, for me personally, it is just a nicer space to be in than 00:01:15.854 --> 00:01:17.318 the software we were using before. 00:01:17.424 --> 00:01:21.432 Everybody's very excited about working in Client Hub rather than, first of all, 00:01:21.432 --> 00:01:25.962 being in one place to see all our client information, but also this workflow 00:01:25.962 --> 00:01:30.716 software, it's, it's just easier to manage and, and gives us everything we need. 00:01:31.336 --> 00:01:36.132 The client that we've just brought on said, " Oh, just make a- put it to do 00:01:36.132 --> 00:01:40.072 list in Client Hub for me, I loved- I love- It's nice, I can go there. 00:01:40.072 --> 00:01:41.152 I can cross it off. 00:01:41.152 --> 00:01:42.682 I love crossing things off." 00:01:42.682 --> 00:01:46.030 And so, for those clients, that's been really, you know, they really 00:01:46.030 --> 00:01:50.605 liked that and, and then in terms of the communication, when I do 00:01:50.605 --> 00:01:54.595 get communications from clients in email, if it's not a private matter, 00:01:54.595 --> 00:01:57.445 cause there are some times when that is the right way to communicate. 00:01:57.499 --> 00:01:59.039 my response is simply 00:01:59.809 --> 00:02:01.179 Check the answer and Client Hub. 00:02:01.974 --> 00:02:05.454 If you want to know more about our practice and what we do, you can 00:02:05.454 --> 00:02:10.044 reach me at my LinkedIn site for Wendelyn Duquette and QuickStart.