Michael Alliman

I was an early adopter of LiveFlow. Here's why: Me before LF: ✔️QB>Client>Download Report1 in Excel>copy/paste analytics overlay>adjust analytics because links break>review>Make adjustments in QB>Download PDF "final" report. ✔️Repeat above 4 more times for 4 different reports (for "average" clients - with some we have 8 different reports). ✔️Download and send "finals" to client. ✔️Client requests...

LiveFlow is a brilliant add on for my small bookkeeping/accounting firm. Once fully implemented (and client's acceptance) we're estimating a minimum of a 20% increased capacity (or 20% more free time, depending on what's important). I cannot say enough about the team at LiveFlow Google Sheets Add-on . @anita_koimur and Lasse and their team have been an example of customer service done right....

This is exactly the type of product I have been searching for. Using just one collaborative report to communicate and gather information from our clients will absolutely pay for the subscription every month due to the time saved. I can create the report once, and it's done for the year. No more month-end scramble to get clients to give us information on uncategorized expenses! And the time...

I would be in this in a heartbeat, along with several others I know. SoCal NEXT PLEASE!!

OH! And I forgot to mention the incredible customer service. I feel like I "know" Katie, who sends me helpful ideas and directly responds to my questions.

After trying EVERYTHING that would work for my small, niche accounting firm, I found ClickUp and haven't looked back. I use the free version in my personal writing, reading, and task management. I use the paid version in my business and it simply erases all the frustrations of having to handle data-sharing with my virtual assistant. It's seamless - straight from my inbox to tasked in ClickUp...