AccountKit

17/12/2024

never forget a client’s birthday again (and look like a rockstar effortlessly!)

Client relationships are the heart of any accounting practice, and sometimes, it’s the small things that make the biggest difference.

Imagine delighting your clients by remembering their birthdays—without any extra effort.

With AccountKit's birthday dashboard, you can:

✅ Automatically track and display client birthdays using the data you already have.
✅ Send a quick email or make a call directly from the dashboard to show you care.
✅ Strengthen relationships with simple gestures that make clients feel valued.
✅ Do the same for your team—celebrate milestones without revealing their age (if they prefer to keep it a mystery!).

🎥 Watch how this simple feature can help you build stronger connections and boost client loyalty.

Sometimes, it’s not about the numbers—it’s about showing you care.

10/12/2024

The secret to simplifying inter-entity loans (accountants, you’ll love this!)

Managing inter-entity loans doesn’t have to be a tedious, time-consuming process anymore.

Forget juggling browsers, highlighting spreadsheets, or manually posting journals—there’s a better way.

With AccountKit's inter-entity loan tool, you can:

✅ Reconcile loans across multiple Xero files in one simple window.
✅ Post journals directly into the opposing entity without leaving the tool.
✅ Generate detailed reconciliation reports for month-end, quarter-end, or year-end in seconds.
✅ Save time and reduce errors, even with complex loan setups or multiple beneficiaries.

🎥 Watch this demo to see how this tool transforms a frustrating workflow into a streamlined process that takes minutes, not hours.

Why waste time on manual processes when you can simplify it all with just a few clicks?

Find out more about AccountKit on our website.

26/11/2024

Streamline compliance with AccountKit's ATO dashboard

The ATO lodgement statistics tool is an absolute game-changer for accountants.

It doesn’t just provide pretty graphs of your lodgement history; it adds functionality that makes compliance management smarter and faster.

Key highlights:

✨ Year-on-year comparison of lodgement progress to track improvements.

✨ Reporting features that include client type, lodgement status, due dates, and even partner/manager assignments to streamline workflows.

✨ The exceptions report, which identifies mismatches between the ATO lodgement list and your internal records.

✨A proactive client re-engagement feature for when MyGov account changes accidentally disrupt services (a common pain point).

This tool ensures your practice runs smoother by keeping your client list accurate and your team focused on adding value.

If you're tired of managing ATO compliance the hard way, tools like this could save your sanity—and your time!

How are you currently managing your ATO lodgements? 👇

20/11/2024

How much time do you waste on client diagrams?

Watch our superstar Ben Barker create a diagram in minutes.

Building and managing client structure diagrams has always been a bit of a headache—spreadsheets, clunky diagrams, and hours of work that could be better spent elsewhere.

But what if you could do it faster, cleaner, and more professionally?

With Client Maps in AccountKit we've turned complex client structures into an intuitive and streamlined experience.

Whether you're mapping out current setups, proposing new structures, or documenting historical changes, our tools let you:

✅ Auto-build client diagrams from integrated data like XPM or AccountKit.
✅ Illustrate relationships and strategies with clear visuals and easy-to-add icons.
✅ Seamlessly edit and update maps—push updates to XPM, or save historical diagrams for key milestones.
✅ Customise the look and feel with white-label options to match your firm’s branding.

Imagine explaining business structures with clarity and speed, delighting clients with clean, professional maps they can actually understand.

Better yet, everything you produce is export-ready for reports, presentations, or just impressing the bank when needed.

We’ve even included options for process maps, wedding table diagrams, and app stacks because we know you’ve got more to visualise than just client relationships.

Turn hours of work into minutes with a tool that’s designed to save time, improve understanding, and enhance your client experience.

Curious to see how it works?

Let us know—I’d love to show you how Client Maps can transform the way you present and manage client structures in AccountKit

04/09/2024

Tired of wasting time on tedious tasks? We got you.

We’ve been hard at work on new tools that will help you do tasks in less time and fewer clicks.

Our latest blog dives into AccountKit’s newest tools designed to cut down on repetitive work, so you can focus on what truly matters—your clients.

🔹 Email Integration: Manage client info, documents and tasks right from your inbox.
🔹 XPM Timesheet Posting: Log time with just one click—no need to switch platforms.
🔹 Account Reconciler Tool: Get a sneak peek at a new way to handle complex reconciliations with ease.

These tools are all about reducing clicks and boosting productivity. Want to see how they can make a difference in your day-to-day work?

Check out the full blog now:

AccountKit's tools - new XPM Timesheets posting, upgraded Email Extension and upcoming Account Reconciler - makes your day-to-day work easier and faster

02/09/2024

Does setting up a qualified management system, as required by the new Tax Agent Services Determination overwhelm you?

AccountKit helps you maintain high service standards through these features:

✅ Workflow ensures everything is done at a top-notch level by using checklists and embedded work instructions. It standardises templates, organises folder structures, and facilitates reviews by senior team members, making sure nothing slips through the cracks.

✅ Knowledge Centre centralises all of your detailed work instructions, practice policies, and anything that defines how your practice should run just one click away. No more digging through folder structures looking for buried documents that inevitably aren’t being maintained —everything you need is easy to access and maintain for your whole team.

With AccountKit, you can meet the new quality management standards with less effort, giving you more time to focus on delivering excellent service.

26/08/2024

Want to avoid the hassle of jumping between apps just to log time while you work?

Save clicks by posting XPM timesheets directly from AccountKit.

There's no need to jump over to Xero Practice Manager (XPM) just to post a timesheet entry. With our new direct link feature, you can enter time straight from Workflow with just one click.

How?

Set your job/task once, and AccountKit will remember it. Hit the “T” shortcut to open the timesheets modal and dynamically load in client jobs and tasks.

You'll be able to set start and end time or simply post just an amount of time.

Plus, you can see your timesheet history and make edits without ever leaving AccountKit.

Fewer clicks, more time saved.

Read more about it here: https://hubs.li/Q02Mks_D0

Log in to AccountKit and try this time-saving feature today! Let us know your experience in the comments.

23/08/2024

Maximise the full potential of AccountKit’s features by staying up to date with all the latest releases.

Sneak peek of what we’ll cover:

✔️ Recap on the updates to XPM Timesheets, global search and correspondence register
✔️ Get a sneak-peek update on the new Account Reconciler Tool
✔️ Other quality of life improvements
✔️ Practical tips on maximising these updates in your practice
✔️ A Q&A session for your questions and suggestions

📅 05 September, Thursday
⌚12:00 PM AEST

The team will demonstrate how to use the new features and how they save you time and reduce clicks in your day-to-day practice.

We’ll also be on hand to answer your questions and hear suggestions on how we can make your AccountKit experience even better.

Looking forward to keeping you in the loop. See you there!

Save your spot here: https://hubs.li/Q02Mks7M0

22/08/2024

Heading to a Xero Roadshow next week?

Swing by the AccountKit stall to get an exclusive first look at our new Account Reconciler tool before it goes into open beta in September.

We’ll be at the following locations:
📅 Tuesday 27 August - Parramatta
📅 Wednesday 28 August - Launceston
📅 Wednesday 28 August - Wollongong
📅 Thursday 29 August - Hobart

You’ll get to see firsthand how the new upcoming Account Reconciler tool can streamline your reconciliation process across any account in Xero, whilst linking back to source documents.

Have a chat with our team, ask questions, and discover how our suite of tools can help you perform at your peak.

Whether you're looking to stay ahead of industry trends, earn CPE credits, or just want to connect with like-minded professionals, the Xero Roadshow is the place to be—and our stall is a stop you won’t want to miss.
See you there!

19/08/2024

You have too many apps and tabs open. Reconciling and verifying loan transactions eat up your time. You’re clicking way too many times.

Sound familiar?

That’s what happens when you’re doing your day to day accounting work the traditional way via Excel or legacy tools and manual reconciliations. In our upcoming webinar we’ll show you how AccountKit’s tools bring high-performance accounting by:

Streamlining loan reconciliation and equipment finance tracking.
Automating your workflow
Having real-time task visibility for all team members
Keeping all communications with clients, team and external parties organised in one place.

Join us tomorrow - Tuesday, August 20th at 12 PM AEST.

Register for the session now: https://hubs.li/Q02LwJmT0

See you there!

16/08/2024

Stay on top of the new 2024 TASA competency requirements with less effort.

The new Tax Agent Services Determination requirements may add more to your plate, but you’ve got reliable AccountKit tools to help you stay on top of it:

✅ Workflow helps you maintain high standards by using standard task lists and short-form work instructions. This ensures your team follows the correct procedures every time, with full visibility and checkpoints by senior members.

✅ Professional Development Register allows you to track your team's training, ensuring everyone has the skills they need. It also facilitates sharing knowledge from training sessions, including notes and source documents.

✅ Knowledge Centre helps you capture detailed processes, so tasks are always done properly and to standard.

AccountKit reduces the burden of staying compliant with the new Code of Professional Conduct requirements. This gives you peace of mind as you deliver top-notch services to your clients.

14/08/2024

Worried about the extra work needed to comply with the new TASA 5-year client record-keeping rule?

The new Tax Agent Services Determination 2024 requires you to retain all client interviews, files, opinions, workpapers, and more for 5 years.

This means more records, more responsibility, and more potential headaches. But it doesn’t have to be that way.

AccountKit’s tools can make this easier:

✅ Correspondence Register: Keep track of all client interactions—whether it’s a phone call, email, or meeting—with standardised meeting notes and a complete capture of all communications.

✅ Important Items Register: Securely store and track important client documents like wills, land title certificates, and trust deeds. Everything you need to keep on file is in one place.

Stay compliant without the extra stress. Log in to AccountKit today and see how these tools can help you meet the new record-keeping requirements with minimal hassle.