Pick favorites for faster workflow

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You’ll forgive the stretched metaphor here, but since Valentine’s Day is a time to recognize your special someone, now is a good time to remind you that our favorites feature lets you recognize your most special Workspaces.

Ugh. I know, I know, go ahead and “boo” me, but writers are always on the look for a hook and the Valentine’s/favorites connection seemed as good as any — especially since Onehub’s favorites feature can help you work smarter and faster. Read More…

How to create an accounting client portal


I dropped off all my tax materials with my accountant earlier this week. I love my accountant, but her electronic collaboration tools could use some upgrading. Sure, I can email and upload documents to her, but I wish she had a more unified solution, like a client portal.

As we’ve talked about before, client portals are a way for service firms (like accountants) to electronically share documents with all their clients from a central location. The ability to easily and affordably create client portals is one of our most popular features. If you are an accountant looking to make the crunch of tax time a little easier on your firm, here’s how you can create your own client portal in Onehub today. Read More…

Meet Onehub software engineer Phillip Wilt

10646975_398740330275075_2464794423638780231_nAs Seattle grows and more tech companies build engineering centers up here, the competition for hiring tech talent is heating up. Thankfully, we were able to nab our new software engineer, Phillip Wilt, before anyone else could get to him.

Phil has been with us for a couple of weeks, and now that he’s settled in, we thought it would be a great time to introduce him through a quick Q&A:

What do you do for Onehub?
As a full-stack developer, I pretty much have a hand in everything from databases to CSS to helping Ryan out with DevOps. Read More…

Going to market? Reduce signup steps to improve conversions

It’s almost the end of January, so the gym, which has been packed with New Year’s resolutioners since the start of the month, is returning to normal levels. A big reason people drop off so quickly is that they put up too many barriers to getting the results they want. The gym is too far away. They don’t block off time. They don’t learn proper form.

Each of these factors on their own can be fixed, but combine them all together and it becomes too much to bother with for most people. So they quit. This same path to frustration happens with SaaS businesses as they go to market. For whatever reason, many SaaS businesses continue to throw up their own barriers, forcing potential conversions to quit before they even get started.

Don’t let your business be one of them. Here’s what we did at Onehub to remove friction from our signup process to improve our sales conversions by more than 100%. Read More…

A quick word about passwords

By far, the most popular request our support team gets is: “I need help with my password.”

We get it. There are a lot of services out there and they all require passwords. It’s easy to lose track — especially if it’s not something you are using every day. So to help you out, here’s a quick cheat sheet for setting up and retrieving passwords:

Setting up a password

By now you should know better than to re-use passwords on different services. That is a big no-no. And there are only so many clever mnemonic devices you can cram into your brain to remember dozens of different passwords, each with their own spelling, caPitaLIZation, $p3c1@l characters and numbers.

You may want to look into a password manager like LastPass or 1Password. These helpful apps help you generate strong passwords and autofill them in whenever you visit a site requiring your login info.

When creating a Onehub account, you can enforce a complex password policy across all your users. This will mean users must create a longer password with a combination of numbers, caps, special characters, etc. Read More…

New Year’s Resolution: Clean up your Workspaces!

business-vs-personalWith the holidays completely in the rear view mirror, and you seated back at your desk, it’s time to look ahead at 2016. We at Onehub want to help you make this year awesome, and a good way to start is to freshen up your Workspaces.

Every filing system builds up some cruft over time, and while people are getting used to being back at work, this is the perfect opportunity to clean up your Workspaces to make sure they are efficient for you and your collaborators.

Here are four things you can do to make your Onehub experience even better: Read More…

How to have your due diligence ready, all the time

Diligence-Data-Room-Screenshot-1-1Whether or not we’re in a tech bubble, quasi-bubble or whatever you want to call it, there is more scrutiny of startups than ever. An easy tactic to help your company survive that scrutiny is to have all of your due diligence always up-to-date and always at your fingertips.

Let’s be honest. Due diligence is not fun, and it’s real easy to put off if you don’t need it right now. In the best of times, keeping up on your due diligence is a good habit to be in because a good CEO should always know their numbers and be prepared for anything. Read More…

Happy Holidays from Onehub!


We understand. The holidays are busy and you are slammed (closing those deals before the year ends!). So rather than writing a lengthy productivity blog post or doing SEO gymnastics to get some of that Star Wars traffic, we just wanted to pass along a quick note to send you warm wishes this time of year. From all of us at Onehub — happy holidays!