Last week we had the privilege of celebrating the launch of a brand new integration between two highly respected brands among the accounting workspace community. At PAG, we have been long time users of Client Hub, an accounting practice management workflow and Anchor, a client payment and proposal platform.
Last year Kari Beebe Founder of PAG Fiscal Services introduced Judie McCarthy and Omry Man (both pictured above). She suggested that an integration between the Anchor and Client Hub would make a seamless workflow & billing combination for not only accounting professionals but the clients as well. Both thought this was a fantastic idea so a partnership was hatched and union was born!
This Anchor/ Client Hub integration is set up to automatically create a workspace whenever a client signs a proposal in Anchor. It then invites the client to join the workspace and adds job templates to the internal workspace, allowing you to assign tasks to you or your team members easily.
As you can see this brand new integration between Client Hub and Anchor will save users an unbelievable amount of time establishing the foundational workflow system so accountants can get to work serving your clients and grow your practice.
