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Tech news: Karbon Practice Management evolves into Practice Intelligence

Accounting Today

The upgraded income tax return solution now includes enhanced client onboarding workflows that allow firms to create multiple engagements in bulk to accelerate onboarding. And the new ShareFile for Clients mobile app (beta) gives clients a secure way to stay engaged on the go. .

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How I Stay Sane During Busy Season (Mostly… Arguably… Okay, Just Don’t Ask My Husband About It)

Nancy McClelland, LLC

And because theres functionality for ProAdvisors that allows us to easily review and recategorize (check out my MSN article on our favorites), it means I can feel confident about the quality of the end result before it goes onto my clients tax returns. Net weekly gain: over five hours.

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Latest product news — June 2022

Xero

See your cash balance in the Xero Accounting app — Global. We’re updating the home screen of the Xero Accounting app, so you can understand your overall cash balance position. You’ll be able to customise which accounts are displayed, to help you make informed decisions on the go.

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Latest product news — April 2023

Xero

Xero Accounting app: The invoice list view has been refreshed with a new design , to help you find the information you need quickly and make the app more accessible. Xero Me: Employees can now duplicate existing expense claims in the Xero Me mobile app, for a fast and simple way to submit similar claims.

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Latest product news — October 2022

Xero

Manage POs and contacts in the Xero Accounting app — Global. You can now create new purchase orders and edit existing purchase orders in the Xero Accounting app. We’ve also updated the contact list in the Xero Accounting app, so you can easily filter and sort between customers and suppliers.

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Latest product news — July 2022

Xero

Here are the most recent design changes in Xero: We’ve made improvements to the design and layout of bank reconciliation within the Xero Accounting app, to make your experience easier and more accessible (iOS and Android). We’ve recently made a number of enhancements to the features in Xero Tax. Company accounts tax.

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Latest product news — September 2022

Xero

Make adjustments in the Xero Accounting app — Global. We’re now giving you two ways to make adjustments in the Xero Accounting app: bank fees and minor adjustments. Rollover and merge pre-populated data in Xero Tax — New Zealand. This helps you understand, track, manage and troubleshoot changes to employee details.