Cherry Bekaert

MARCH 19, 2024

Helping our clients stay ahead of what their customers want—or will want—to achieve untapped growth opportunities is our primary objective. AI tools provide R&D teams real-time voice of customer, significantly shortening the timeline for AI product development and improving how well new products address customer needs.

New York 92

New York Sales Account accountant 92

Xero

APRIL 30, 2024

We’ve put a lot of consideration into creating streamlined plans with bundled tools and features, to help solve your most important accounting and people management tasks. Introducing Xero’s small business plans We’re launching three new streamlined business plans for Australian customers, as well as enhancing the Ultimate plan.

bookkeeping 98

bookkeeping payroll accounting basics tax return 98

Xero

JUNE 19, 2023

It has a range of content to help answer your questions about Xero, including how-to articles, videos, community discussions and the option to raise a case with our customer experience team if you get really stuck. All you need to do is fill in the form, which is sent to our customer experience team.

Start-ups 84

Start-ups Account accountant accounted 84

CPA Practice

OCTOBER 5, 2023

Acumatica , an industry-leading business solutions provider, has announced the availability of a new set of innovative features and capabilities comprising the company’s latest product update, Acumatica 2023 R2.

Construction 52

Construction Manufacturing B2B Technology 52

Lockstep

JUNE 10, 2022

As we embarked on our journey to create a new category of products on Lockstep’s connected accounting network , we learned that providing value to customers is more than a task to complete, but is a mindset that’s required across the organisation from the top-down. Notes from customer sessions are made accessible to all relevant teams.

Account 77

Account accountant accounted 77

Xero

OCTOBER 3, 2023

We’re excited to share that this new feature is now live and available to all Xero customers globally. This new feature is another step on this journey, and we can’t wait to hear what you think. You can share your feedback and product ideas over at Xero Product Ideas.

Transportation 106

Transportation Account accountant accounted 106

CPA Practice

MARCH 18, 2024

Personalized customer surveys are a powerful tool in garnering this essential information, enabling you to tailor your firm’s products, services, and communication effectively. Best Practices for Personalized Customer Surveys Know Your Objective Clearly define what you aim to achieve with the survey. What questions should you ask?

cpas 65

cpas Tax 65

Xero

NOVEMBER 15, 2022

Recently, we announced a new feature that automatically matches the contact in Hubdoc with the contact in Xero or QuickBooks Online, so you don’t need to fill in the details. In fact, it’s been one of our most engaging discussions in Xero Central , and one of the most highly requested features in Xero Product Ideas.

quickbooks 97

quickbooks 97

CPA Practice

SEPTEMBER 12, 2023

TaxDome , a provider or tax and accounting practice management solutions, has launched an advanced IRS integration feature. Several standout features include: Alerts for Changes: Users are promptly notified when new transcripts exhibit differences from previous versions.

Tax 52

Tax Account accountant accounted 52

Accounting Insight

FEBRUARY 13, 2024

Today, investment platform Lightyear announces the full launch of its web application with new stock screeners, a highly requested feature by investors on the platform. The web app holds all the same key features as mobile, including ways to deposit cash and the newly launched order types (limit and stop orders).

Education 59

Education Start-ups Account accountant 59

CPA Practice

JANUARY 30, 2024

The company previewed new features and capabilities that will launch in the 2024 R1 product release – with the beta of 2024 R1 now available to Acumatica customers. Our bet is on our customers, which is why we heavily weight our product roadmap in favor of their input,” said Ali Jani, chief product officer at Acumatica.

Manufacturing 59

Manufacturing Construction Retail Technology 59

CPA Practice

OCTOBER 11, 2023

Xero , a maker of small business management and accounting tools, has implemented a generative AI (GenAI) solution in Xero Central to help deliver accurate support answers faster for its millions of customers and users. The feedback we’re getting already on the generated answers has been hugely positive.

bookkeeping 111

bookkeeping Account accountant accounted 111

Acterys

AUGUST 2, 2023

You can use extended Planning & Analysis (xP&A ) tools to help you track progress your progress through analytical dashboards, feedback, etc. Train and empower your staff to provide outstanding service and handle guest feedback effectively. Step 4: Evaluate and improve Gather feedback from attendees, sponsors, and stakeholders.

Hospitality 130

Hospitality Maine Start-ups Technology 130

Xero

JANUARY 9, 2024

As a small but growing firm, Equivion looks to provide quality support to their customers and is looking to hire its first full-time employee soon. As an XPAC member, David is eager to provide feedback on Xero products and features to better help small businesses and their advisors work together.

Alabama 76

Alabama Technology bookkeeping E-commerce 76

Xero

JUNE 25, 2023

Changes are coming to the contact overview page We wanted to share the next step in improving the contacts experience in Xero, helping you better manage the relationships with your customers and suppliers, as well as your cash flow. This feature makes life that little bit easier for you to find the information you need more efficiently.

Maine 106

Maine Technology 106

Acterys

MARCH 4, 2022

update , we are set on the path to take Acterys to the next level and provide unmatched value to our customers. with several new features and functionality enhancements that doubles its ease-of-use, extensibility, and automation capabilities. Acterys Hub is the latest addition to the roster of features of our platform.

Start-ups 130

Start-ups Account accountant accounted 130

Xero

MAY 24, 2022

Sending a quote is often the first digital interaction you have with a potential customer, so it’s important to make the right impression. We’ve made it easy in Xero – you can create a beautiful online quote in minutes, get customers to accept it on the spot, and quickly convert it into an invoice.

Sales 92

Sales Account accountant accounted 92

CPA Practice

JANUARY 17, 2024

a provider of tax technology solutions, has received IDC’s SaaS Customer Satisfaction Award for Tax. The 2023 SaaSPath Survey by IDC saw Vertex receive top ratings amongst SaaS Tax Vendors for overall customer satisfaction. Participants are tasked with rating their vendors on over two dozen different customer satisfaction metrics.

Tax 52

Tax Technology 52

Withum

FEBRUARY 8, 2024

Brands leveraged data, technology and innovation to offer customized solutions such as supplements, diets, workouts, coaching, etc. Artificial intelligence: Some brands used artificial intelligence to analyze data, generate insights, create content, provide feedback and optimize outcomes for consumers.

Real Estate 59

Real Estate CPA Maine Technology 59

Xero

JULY 31, 2022

New features. Our customer research shows us that once people give new reports a try, they love them. Based on customer feedback, we’ve now enabled Quotes and Purchase Orders to be added to the Receivable and Payable Invoice (Detail and Summary) reports from a checkbox within the ‘More’ button.

payroll 84

payroll accounting apps income tax quickbooks 84

Acterys

JUNE 27, 2022

rating for overall customer satisfaction and a whopping 94% user recommendation rate. Now in its 19 th year, this market research takes a deep dive into the latest trends and what’s the next most important areas for customers in the performance management space. Excellent Rating for Overall Customer Satisfaction.

NetSuite 130

NetSuite Maine Start-ups 130

Xero

JULY 11, 2022

Last year, we announced that we had started upgrading the technology that underpins the Xero platform, so our teams can build new features faster than ever before. Our new reports now have some really exciting features that will help you get quick access to answers and streamline your financial analysis.

general ledger 82

general ledger payroll tax payroll Education 82

Xero

JUNE 30, 2022

We’re also getting some fantastic feedback on our latest features in new reports — especially sticky headers and report annotations. New features. However, we’ve introduced a new feature that automatically adds the supplier extracted from the document if it’s already a contact in Xero. Transactions by contact.

general ledger 97

general ledger Non-Profits tax return Tax 97

Withum

MAY 11, 2023

For example, they can use Power Apps to create customized forms for data collection and analysis. Analyze data to make better decisions: With Power BI , organizations can analyze data from multiple sources, such as sales, customer feedback, and inventory, to make informed decisions and quickly adapt to changing customer needs.

Technology 52

Technology Sales 52

Accounting Insight

JUNE 9, 2023

“Although we now have 300,000 companies on our platform, we are continually looking to refine our offering to delight accountancy firms and welcome feedback from our existing subscribers to help shape our ongoing product development. www.informdirect.co.uk

accounting firms 59

accounting firms Account accountant accounted 59

Xero

JULY 15, 2022

When the products and features you use aren’t working as they should, we know it’s really important to be able to access information about what’s happening and why quickly. While we know that any outages are not ideal for our customers, we have the systems and teams in place to resolve them if they happen. .

105

105

Cherry Bekaert

MARCH 6, 2024

Identifying the problems that need to be solved and what features and capabilities are necessary to support business operations will help organizations narrow down options and zero in on the right solution. I don’t allow customization,” emphasized Yates.

Technology 101

Technology Government fund accounting Start-ups 101

ThomsonReuters

MAY 22, 2024

People who purchase software rarely get to talk to the product’s developers about the development process or the features and updates users can expect in future iterations of the product.

Tax 52

Tax Technology income tax Government 52

Reckon

SEPTEMBER 20, 2023

Due to our extremely important customer support services, we’re thrilled to announce that Reckon One has been recognised as an impactful software choice for businesses. What are our customers saying about their experience using Reckon One? A huge thank you to our valued users who took the time to share their post-purchase feedback.

general ledger 52

general ledger bookkeeping Account accountant 52

Withum

DECEMBER 19, 2023

They leverage the power of artificial intelligence to create value for customers, employees and stakeholders. AI is not a luxury or a nice-to-have feature. Challenging incumbents with superior customer experience, quality, and efficiency. They can also enable new ways of working, collaborating and competing.

Technology 59

Technology Legal Start-ups Entertainment 59

CPA Practice

SEPTEMBER 6, 2023

Nominated products or technologies must be less than two years old or have had new, significant features or enhancements during that time. The Tax & Accounting Technology Innovation Awards get more exciting every year as new solutions and features are developed.

Technology 122

Technology accounting and finance Tax CPA 122

Withum

MAY 26, 2023

These challenges can be addressed by incorporating Scrum to ensure collaboration, consistent feedback loops and enforce communication and expectations. This is achieved through various meetings where teams brainstorm, reflect and get feedback from stakeholders. Another aspect of Scrum is to be transparent and add value.

Account 59

Account accountant accounted 59

Accounting Insight

MARCH 23, 2023

We’ve designed Pixie specifically for small accounting firms, offering features like client management, deadline tracking, password-less client portal, messaging and reminder automation, workflows, recurring tasks, and email integration, amongst many others. What does Pixie do? What are you looking forward to at Accountex London?

bookkeeping 52

bookkeeping accounting firms Start-ups Account 52

Acterys

DECEMBER 20, 2023

As you assess solutions and vendors, find a balance between affordability and product features. Step 4: Embrace Agile Reporting Consider business performance management (BPM) solutions that offer agile reporting features, such as the ability to integrate data from cloud-based enterprise resource management (ERP) systems, Power BI, and AI.

accounting firms 130

accounting firms Finance Account accountant 130

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). I want to start off by saying thank you.

bookkeeping 91

bookkeeping Start-ups payroll Tax 91

Snyder

NOVEMBER 1, 2022

In this article, we’ve compiled a list of reliable software, paying attention to the most important features for accounting professionals. The price tag is usually attached to the number of features or the number of users. How about special forecasting features? Often, it’s your feedback that shapes new features and updates.

accounting software 97

accounting software bookkeeping Account accountant 97

Snyder

OCTOBER 19, 2022

SAN FRANCISCO, October 19, 2022 – Synder, an e-commerce accounting and analytics software, launches Daily Summary Sync – a long-anticipated feature enabling an unparalleled experience for accountants and bookkeepers that work with high sales volume merchants. And we want to assure you that we hear you, and we’re here for you.

bookkeeping 97

bookkeeping E-commerce Sales general ledger 97