Empower your Accounting team with the ultimate deal management system for Accounting

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check this out I reached out to 15 Cloud practice Management systems for accountants and I said you have 90 seconds sell me on your app to which some of them said they did they didn't they didn't say anything others said does anybody know who Jason they didn't know but seven of them they said let's do it so here we go show me your app 90 seconds Ready Set if you don't already here's why you should if you're a busy person you need onvo with onvo it's a browser-based program so you have unlimited storage all your documents are stored in their native format there's a mobile app for the firm as well as clients and everyone has 24 7 access to the program there's multiple ways to get documents into the system including drag and drop and pulling documents in from Dropbox I can even request documents and signatures from clients and keep everything digital it works more time to spend with my favorite people tracking projects is easy and Advil regardless of the type of client I can even track tasks if only it would track my teenage daughters are we tracking tasks with anvio you can track Time by client project even service once time has been entered you can then generate an invoice once you're satisfied with the client's invoice you can go ahead and send the invoice to the client's portal and the client can then pay that invoice online via stripe if you so choose and you have clients that still do this yeah you can even mail it to the client and they can I guess mail you a check back I can even track and pull reports from Anvil I love that they've got the family enough so what are you waiting for okay first of all I think you're from where my wife is from that was really good so let's remember what the context of this is this is a YouTuber reaching out to people saying hey make a thing for me I swear it'll be helpful to you in some way they did that was great audio firm management the secret sauce really what amio's got working for it honestly is if you're rolling Ultra tax pretty big Advantage right the fact I can get those things working together we've got a little demo video on the website PDF brochure as well as some more info Bravo obvious two gold stars kleinhub how much time do you waste chasing clients for missing information what is that black olives I'm here with Blake olives okay we're chasing people additional workflow systems are built for internal teams only so work often gets stuck waiting for client responses yup client Hub is the workflow solution built for your team and your clients and that is a game changer for modern accounting firms your team's work is organized into jobs in the internal workspace which is visible to your team not to your clients this is where your team manages I've always liked client hubs UI easy to follow checklists instructions and internal notes your team collaborates with clients smart thing they do you can see like a live version of the client's view of the portal which always problem right when you have to walk them through something you can't see what they can see in the client workspace which is shared with your clients this is where your team can securely message clients assign tasks share files and provide links and resources dashboards provide an at a glance visibility into jobs and client tasks across your firm client Hub is just as easy to use for clients from the client workspaces clients can receive and send messages upload and download files complete tasks and access bookmarks and resources they can do all of this from their computer or their mobile device with the client Hub mobile app which makes it easy for your clients to connect with your team and respond to your requests at any time from anywhere with client Hub your team feels empowered and never chases clients for missing info and your clients love their experience with your firm start your 14 day free trial today at clienthub.app free trial that's nice so I haven't watched any of these yet these are all honest reactions I didn't know Blake olives had snuck into one of these again cool thing client Hub does foreign Hub does is you've got these external links that your client can see when they log in so like if you want to link them to their bill.com or their tee sheets or something like that you can see all those links when the client logs into their portal clay notes okay they were in the aicpa startup accelerator in 2019. they got a QuickBooks integration too they're to pull in unclassified stuff so stuff getting posted to uncategorize in a ledger will get actually pulled into their portal alongside any other stuff that you set up there for them ready to put all in one to work in your practice we're not producer per month that's not bad client Hub well done canopy tax ever heard of them minute 31 s minus one point we're taking a point straight off the top there there was one rule and it was 90 seconds your work revolves around communication communication with colleagues in communication with clients and humans can be bad communicators so to help you avoid all these missed reply all I'm just working enough sign emails Miss uploaded documents and more you've got canopy no one loves email but it seems to be something we just can't live without and clients often don't know a better way to communicate with canopy you can manage multiple inboxes and keep it all clean by having email Associated directly with the client you'll Blah Blah by all colleagues on the client record no matter who was on the thread use the client portal to help decrease email from clients send them documents request documents send invoices accept payments and more oh so much of your work depends on getting those communication lines unclogged never worry about a colleague saying I thought you were working on that assign tasks use and build templates and create automation rules track your time on each task keep track of notes sidebar canopy just launched automations like a built-in thing super cool one of the best versions of that I've seen and files directly on a task anywhere within the system particularly within the client record you can also set up service items and user rates to make it easier to build and send an invoice have them e-sign that invoice and you can accept credit cards ACH payments all in the client portal and don't worry as long as your clients Have Faces they can log into the portal via our secure app that you can customize to your firm and that's canopy oh faces okay so like face ID I think is what that means I hope that's what that means otherwise that's a weird comment so face ID to log into the mobile app get your to-do's on the left files and invoicing and schedule an appointment that's cool canopy is kind of one of the OG Cloud practice Management Systems so this video is for cloud native platforms so they have to be SAS they have to just be for a counting not one of those tools that's like I work for everyone and also for accounting I want to highlight like the cool people who are building stuff just for us unclunk your accounting firm canopy's marketing's always been really good in fact this guy see the short I did on the like deck of playing cards they're all accountants like count font Count Their marketing's always been super good a couple things make can't be a little different they started in tax resolution and they still have a tax resolution product does some cool stuff with like pulling transcripts helping you to respond to different types of notices and I got a really strong client portal demo canopy get a 40 Amazon gift card what do you got to lose does this count can I get up you think I can get a gift card for this they got a canopy bot hi what do you do okay we'll be back tomorrow okay never mind robots gotta sleep too 15 day free trial that's cool I do love self-service being able to hop in and bang out stuff myself without having to talk to another human being because I'm an accountant who are we advertising with this week keeper keeper again well thanks for tuning in to keeper.cpa listen at this point you should go use keeper just because they're bankrolling all these Shenanigans they're funding all this silliness and if that's not reason enough to go use them I don't know witness is that not enough of an ad that's not actually an ad read is it keeper keeper.app I don't really think of it as a practice management system I think of it as like a month-end clothes app but keeper started with Ledger detail they thought how can we pull all that stuff into the system so you don't have to go to the QuickBooks file to review and close your monthly clients rather than like a project or a task first approach which I think is kind of what makes them different it's a little three minute explainer of what they do on their website check that out my one keeper gripe can am I allowed to can I do gripes in an ad read they just integrate with QuickBooks online but you know what happened the other day I don't know if I can talk about this is this public no guess we'll find out they launched a zero beta baby they just took the first 20 firms in on their zero beta that's been like been like my one my one keeper gripe what about my zero files the idea getting everything in there oh the idea of mixing and matching Qbo zero doing all those closes in one place so there you go go give Keepers some money so that they can spend it on more ads what else we covered my biggest gripe with keeper no zero support but I think it's you didn't hear it from me this isn't a very good ad read head over to keeper.app to learn more sure thing education apps coming right up tell them we sent you we got next carbon I'll be honest I'm just pleased that anyone agreed to my terms here no shade to the people who didn't participate though there are real reasons not to Sarah I'm Sarah and I lead product here carbon I could tell you absolutely everything I love about the product but why don't we hear from our customers you're across all of the workflows you've always got support if you need it thank you better communication spot on task management love it obviously the day-to-day work drag that out on the calendar amazing you can control your day what you do check out what you do later what you sent to everyone Overlander alert from two people to 13 people over the last 12 months would not have really been possible without uh Carbon 2 to 13 and 12 months no chill alert wait a minute a minute 39. hmm nine points yep nine points in the hole come on you knew the rules as the nervous system of our business it has saved us from having processes in everyone's head to being a process driven firm that saves about 40 hours a week on average it's comprehensive across your organization growth Labs services that you provide and across the communication between customers and in your internal team amazing because they sum it up in one word one word one word there's so many words one word two words um like One Stop Shop or all-inclusive ones that kind of popped in um uh essential now you know what I like that better essential growth ah pivotal love it what do customers say when we ask them to impact carbons had on their firm and I would say visibility and transparency I would say we have never been more streamlined and aligned with regards to communication um and workflows if I took carbon away from my team I think some of them would quit I don't have to go other places I can go all in one place and the fact that it just has everything that I need to manage my my company I think that's that's great pretty slick so I've always Associated the like really clean kanban view with carbon but the big differentiator for carbon count from the beginning has been email alongside your work the fact that you have that adjacency of a really tight email integration right next to your tasks acknowledging kind of the interrelatedness of those tasks and those emails bring your team client systems and data together in one place I'm talking about this a lot too I just give carbon a hard time for not having an API if I'm going to put my emails and tasks and everything into this system I need to know that I've got access to that data to their credit rolled out a killer API last year and have kept building on it doing a really good job with that which is important we are kind of used to our data being captive in the systems that we used the idea that when you switch systems you're going to lose a bunch of that data that shouldn't be the case it's your data props to carbon for making a big investment in the API they've got their own version of built-in automations as well but what gets me excited is just the API the fact that you can do whatever you want carbonhq.com new kid on the block how do you feel about elephants a minute fifth minute 52 22 points in the hole big rap battle for practice management software Solutions that's currently in the market today rap battle yes the carbon folks were like is this a rap battle and I was like I almost just want to tell them yes to see what the resulting video would be not a bad analogy though right we need more than 90 seconds how am I supposed to fit all this in guys I want to introduce you to Bluey the Elephant mascot he's been with us since day one say hi Bluey blue opens a new modern cloud-based practice management software solution for small to medium-sized accounting firms bookkeeping firms and EA firms elephant was built by accountants to streamline current accounting processes modernize and enhance your current accounting workflow and increase client satisfaction what you're looking at here is the accountant dashboard if you log in as an accountant this is what you would see the owner of the firm has something similar to this he would be able to see an overview of everything that's happening at his firm currently from tasks that are due invoices that have been paid unpaid invoices fulfilled client requests outstanding client requests and voicing built-in reviews okay this way they could stay aware of everything that's happening currently if you look in the firm task area as the owner of the firm you would see everything that's happening at your firm what your accountant is working on what which client they're working on the status of that task and when that task looks clean other area really enjoys custom filters is the message thank you you wanted to send a direct message to your client you would do so through elephant send them a message they would get an SMS notification on their phone they'd be able to respond to you immediately a little overview of elephant we hope you guys like it check us out at get elephantscpa.com sign up for a 30-day free trial let us know what you think give us your feedback and enjoy your feedback also couldn't have done this without my team shout out to them Jason thank you very much Louie checking out see you guys later ouch jeez that was I mean that was pretty good let's check it what do you say elephant CPA something get elephantcpa.com 30 day free trial like that that is generous looks pretty clean it's got a client facing side obviously because you can do client messaging billing integration one of the nice things about working with a new practice management system like this is it can feel like you're speaking into the product more they're at a stage where they're still tweaking things and building new things and all that so you've got more of their ear in the very beginning client management task management time tracking billing client requests e-signature in-app messaging 45 bucks per user per month annually not bad check this one out I didn't know about this one until I started talking about doing a run through of all these systems Chris reached out love to hear how it works for if you check it out jet pack workflow hey everyone David David okay take 14 points 14 points off the top for Jetpack Costello here founder and CEO of Jetpack workflow I'm excited to give you a snapshot of what jetpack workflow looks and feels like so this is a tool to help you standardize all your client work automate your recurring deadlines and then track everything in your firm so nothing falls through the cracks so let's take a look at some of the high level features and Views that are most used by the firms we work with every single day in 18 plus countries so the first view is called the jobs tab that's where you get a view of the forest of everything that's going on your firm you can search by service category all those filters team member and so much more you can see that this is very much like a spreadsheet on steroids so you can come into here quickly check off your jobs that you need to or if you need to zoom in and collaborate with your team you can do that as well you can also take a look at some of the filters and labels that are going on in the system so if something is urgent or is missing information you can quickly add these labels to Mark exactly what's going on in addition to that we give you a great set of tools to help you manage and track everything that's going on in your firm we have this amazing view called plan which helps you plan out the resources for your firm so you have a snapshot here of your team what's been assigned to them how many hours they are responding and then how close they are to completing or kind of a trend line of what they're doing to complete you can also drag and drop and reallocate work as necessary throughout this system if you need to reassign it out absolutely do so oh you can do that as well then last but not least we have some really approachable and great reporting views if you need to track progress and trend lines to make sure you're getting things done on time every time we have some of these reports in the system as well thanks so much and if you want to learn more go to jetpackworkflow.com to check it out and start a free trial you can see the look in his eyes when you look to the stop button and it was a minute 42. there's a crap I'm gonna have to do this again David Dave is one of the first friends I made when I started making silly content like this he was like one of the first people to reach out and be like hey look what you're doing good people behind jetpack jetpack's been around like it's one of the more mature Solutions I feel like you saw that with the forecasting like it's not just tasks anymore they're one of the early ones pushing Cloud native SAS and this space right now I think it's biggest competition is still just Legacy systems the number of firms who aren't running their stuff on cloud native apps like I don't think of this really so much as any of these against the other as I want to highlight the cool people Behind These because there's still people not moving their firms to the cloud blows my mind quickly organize your checklist in one place never miss critical deadlines exceptional support and training at no extra cost oh that's cool I got a good podcast too that David does growing your firm jet pack jetpack workflow.com one more firm 540. what's no firm 360. a minute 32 you know what to do firms of the future we are a premium practice management platform created by accountants for accountants we have hundreds of accounting professionals using our platform to run their firms every day we're rapidly growing constantly adding new firms each week we have all the standard features you'd expect in a premium platform we have project management document management time and billing and integrated client portals Advanced reporting client realization reports Etc we have a list of Integrations QuickBooks Online stripe I like it firm 360 is one of those ones that's like actually trying to hit on everything from time to documents portal all that stuff in one place you may have seen this in ad read I did a couple weeks back the zapier integration oh manage clients manage projects create recurring projects those app your integration may be as good as it gets email integration with Office 365 and Google also Microsoft Office document editing e-signature and more we really strive to stay true to our core values those are Integrity passion and service with service being our our course North we stay true to that course with service providing premium onboarding white glove onboarding with unlimited training onboarding support migrations we work hard to to serve our clients understand their needs build a tailored onboarding process to make their onboarding a success really meet their goals and understand their needs we shine in the onboarding and practice management system sucks it just I don't know any way around it it is the worst I think he's acknowledging that here that like they're gonna go the extra mile and onboarding but whoa is switching practice management system sweaty up to 20 user Market we obviously have more user firms and less but our Niche is the five to 20 users we really shine there thank you for giving us a minute to share firm 360. uh five to twenty I appreciate that he said that was it five to twenty here's the thing not all these systems are gonna be great for everybody some of them are really good for specific sizes of firms and it annoys me when they won't tell me what like who you're best for I appreciate that Candor how about that seven apps went out of their way to make silly little video for what we do here like I said big fan of all of our partners in the cloud ecosystem do some really cool stuff and they're building they're growing they're doing more so thanks to everybody who participated in this go give them some love and tell them tell tell me sent get them coming right on back huh I heard about you on that YouTube channel they did a couple of meme reviews usually it's good stuff though the ad reads are a little weird they are yep [Music]