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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

Entrepreneurship

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

263 Should Accounting Firms Be Buying Leads!?

262 Creating A Private Podcast Feed for your Clients

“The Day I Became A Millionaire” by DHH https://signalvnoise.com/svn3/the-day-i-became-a-millionaire/ 

261 The Trouble With Getting Rich, And How To Plan Ahead

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

228 Should Accounting Firms Let Clients TEXT Them!?

Download our free app to listen on your phone