Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
Firm360 https://www.myfirm360.com/ 

228 Should Accounting Firms Let Clients TEXT Them!?

Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.

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267 How To Build Systems For Messy Work

266 Steal These 13 Content Rituals From Me

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 

265 Turning Around A Firm That Averages $272/Client

Swipe my service comparison table to start building your own https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharing 

264 How To Communicate What Sets Your Firm Apart

The podcast interview in question https://youtu.be/jYhlnpvCKm8?si=roKzmNQFyuRO0iDz 

228 Should Accounting Firms Let Clients TEXT Them!?

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