How it works
Here's what you need to do...
Simply choose your wish...
Onboarding new clients and configuring an engagement process
Completing ASIC Annual Return
Collecting client information for ITR's
Employees applying for annual leave
Quoting and providing proposals to clients
Creating a robust mail register
Sending automated birthday emails to clients
Managing leads and the sales process
Or make your own wish!
Then, book your workshop.
HubOne's CEO, Nick Beaugeard, will deliver a personalised workshop for you and the team, and make one of your wishes come true.
How the session works:
First, we'll spend some time getting to know you and your business.
We'll dive into some of struggles of today's practice and show you what's possible with the software you didn't know you had.
Then create powerful automation to make your lives easier - right in front of your very eyes!
At the end of the session, you'll receive a beginners guide to automation with Microsoft Flow.
The numbers don't lie...
Let's take the client birthday emails, for example:
You have 3000 clients
It takes on average 10 minutes to work out who's birthday it is and send them email
An employee costs the business $50 an hour
This simple, little task actually costs you a shocking... wait for it... $25k a year!
Calculate your potential savings
Get a taste of it...
Attend our webinars on Practice Automation
Automating Your Practice
Nick will show you how to easily collect information from your clients so you can quickly and easily complete their ITR.
Need help? Get a Quote today!
Join the many others that have seen results with automation...
Since attending the HubOne webinar on Automating Your Practice, we began using Microsoft Flow within 24 hours and had automated our administration process within the week!
We are also now using Sharepoint track and follow up meeting action items, Flow to send action reminders to attendees and PowerBI to visualise project progress.
HubOne (Nick) has always been happy to openly share ideas and where possible show people how to help themselves with existing technology that is readily available and easy to implement. This webinar is a perfect example of such.
Fergus Roughley, Director
Spry Roughley Chartered Accountants