Private client portals for accountants have become core to the way the business works. Industries of all kinds—law, finance, insurance, healthcare, marketing, the list goes on—have eagerly embraced private client portals to improve how their people and clients work and […]
The best client portal: Every agency professional knows it’s all about the client experience Sure, your marketing work may be directed at your client’s customers. But above all, your continued success depends on your ability to meet the needs and […]
Sometimes you want something fast and easy to help you. How about a productivity tip that just involves pressing some buttons? Keyboard shortcuts are keys or a series of keys that prompt a program to perform a specific action. For […]
For example, custom branding your Onehub client portal creates a seamless experience between your website and the portal. When using your client portal, customers will subconsciously note that your company is professional and easy to work with, making them much […]
What is a client portal? A client portal, sometimes called a customer portal, is a secure login area on your website. When a client logs into the portal, they’re taken to a digital workspace that houses information specific to them. […]
A virtual data room is an extremely secure digital space for storing and sharing high-value business files. Data rooms work much like a traditional Onehub Workspace but with even stronger security protocols and more advanced features such as document watermarking, […]
Internal documentation is one of those minor details that are rarely at the top of anyone’s money-saving list, but it definitely deserves a spot. Internal documentation refers to any detailed information about your company’s processes and procedures that’s kept up […]
Why do companies issue software updates? To improve security A known vulnerability is a glitch or weakness in software or operating systems that hackers can exploit. When a software company identifies a vulnerability and finds a solution, they release a […]
