Kick start your QuickBooks journey with our refreshed on-demand Certification program. Further build on your skills by attending training. Our training webinars will help you learn how to use the QuickBooks product suite efficiently and will help increase your...
Software Support
Updates on software solutions for accounting and financial advisory firms
Taking data security and privacy to the next level
by Roman Kaczynski | Mar 8, 2023 | Financial Services, Latest News, Software Support
At Accountancy Insurance, we take the security of our own data as well as the data of our clients very seriously. Within our security protocols we have established a set of policies, processes and controls designed to produce predictable information security...
Start Your Automation Process Before the New Year with These Easy Steps
by Stan Corner | Nov 30, 2022 | Software Support, Technology, Workflow Management
The festive season is a time to unwind and celebrate with your family. To make this break even better you can look forward to returning to work refreshed and embracing new processes that make your day-to-day workload less tedious. How? By looking at automation...
The biggest security threat to your accounting business is on your payroll
by Dale Crosby | Jul 6, 2021 | Software Support
Revealed: The real cost of insider attacks – and your strategy to prevent them Someone working for you right now is also working alongside some of the world’s most successful cyber criminals. A double agent. And before long, they’re going to take down your business...
The nimble accounting practice: Nimbus Document Management users benefit from more than time savings with latest integration partner
by Stan Corner | Dec 7, 2020 | Financial Services, Software Support, Technology
ATOmate and Nimbus Portal Solutions announce comprehensive integration to streamline ATO document processing and administration. ATOmate have announced their latest integration with Nimbus Portal Solutions, which will significantly reduce the administrative burden of...
5 things you should consider before you implement a client portal
by Brad Geelan | Nov 10, 2020 | Client Management, Document Management, Financial Services, Software Support, Technology
Will 2021 be the year you implement a client portal? Here are 5 things you should consider before you do. As we’ve all become more mobile in the past year, you have likely been looking at your processes, systems, and infrastructure in a new light: Is it simple – for...
Xero accounting practices can now automate their end-to-end ATO document processing with latest Connected App partner
by Stan Corner | Nov 9, 2020 | Financial Services, Practice Management, Software Support, Technology Support
Cloud-based automation platform ATOmate fully integrates with Xero Practice Manager (XPM) and WorkflowMax to streamline ATO document management. ATO documents account for a large portion of incoming correspondence for accounting firms, and between cross-checking...