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Work from anywhere with these new updates to our Xero apps

Xero

Refreshed partner portal We’ll be updating the Hubdoc partner portal soon, which helps accountants and bookkeepers easily find and manage their clients’ documents. You’ll have a new column that shows your client email beside their name, and your clients will be kept separate from your practice organisation.

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Power Platform Fundamentals: Discover What’s Possible

Withum

The Power Platform, with its suite of low-code/no-code tools, is sparking a lot of interest lately; we have clients who have been using M365 for email and file management for years who are just now starting to ask us how to leverage the Power Platform. this blog is for you. First, some basics – what is Power Platform?

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Marketing for Accountants: The Top 19 Strategies

Ryan Lazanis

In this post, I’m going to outline 18 of the top strategies working well right now to help you attract clients. 1 Get Blogging. #2 19 Upsell Existing Clients. . #14 19 Upsell Existing Clients. The most effective accounting marketing strategies require you to know your ideal client exceptionally well.

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Latest product news — February 2023

Xero

This will help advisors easily complete simplified year-ends for clients, thanks to TaxCycle. The post Latest product news — February 2023 appeared first on Xero Blog. Expanded income tax coverage — Canada Income tax coverage in Xero now includes T1 Income statements (T2125 and T776), in addition to T2 and T5013.

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App Partners of the Month: Xerocon New Orleans 2022 special edition

Xero

Syft Analytics is also helping accountants and bookkeepers tap into foundational data to deliver valuable insights to their clients and support client growth. Using this foundational transactional data, we empower accountants and bookkeepers to deliver valuable advice to their clients and strengthen their business partnerships.” .

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Phishing Attacks Continue To Find Fuel In A Global Pandemic

PYMNTS

15 percent of law firms have lost clients as a result of cybersecurity incidents , a new report published by BlueVoyant found, according to a press release. 1,755 warnings were sent out by Google’s Threat Analysis Group to users targeted by phishing attacks , according to a blog post by the Threat Analysis Group, PYMNTS reported.

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How to choose where to promote and market your practice

Mark Lee

This blog post is related to the fourth M. Do the passers-by who drop in etc become really valued clients? Unless you have some special expertise or sector focus, the vast majority of your new clients will come from the local and surrounding area. I have referenced what I call the 5Ms of marketing an accountancy practice before.

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