A clean start to FY27: get workflow and documents in shape before the year fills up
A short reset for teams that want fewer loose ends, clearer ownership and a cleaner client trail going into a busy period.
Resources
Practical guides for running a connected practice
Short, specific reads on workflow, documents and compliance work, written by people who build the tools accountants use every day.
Latest guides
Start with the question your team is asking this month
Each guide ends with the part of AccountKit that makes the next step practical.
Your practice control room: everything connected in one place
A practical way to give people a shared view of work, documents and client context without replacing the systems they already rely on.
How to reconcile inter-entity loans without the spreadsheet chase
A clearer process for matching related-party activity, investigating exceptions and preparing journals without rebuilding the same schedule every month.
Document management that works with the systems your firm already uses
Why a connected document workflow is more useful than another file store, and how to make client context easier to retrieve.
A practical client-group onboarding checklist for accounting firms
Five checks that make a new family group easier to hand over: entities, relationships, ownership, documents and the first job.
A better client handover starts with the conversation trail
A practical way to keep calls, meetings, emails and agreed next steps available to the next person on a client job.
Looking for how other firms use AccountKit? Their stories have their own home now.
Read customer storiesArchive
Everything we published on the blog before these guides
Product news, customer case studies and deep dives going back to 2017, newest first. Some details, like prices and screens, have changed since.
2026
- Client authority grouping for standardised BAS lodgement checklists and deadlinesSoftware Spotlight
- Inter-entity loan auto-matching across multiple Xero files with bulkjournal creationSoftware Spotlight
- How AccountKit's Daily Plan Eliminates Task Overload in Busy SeasonsSoftware Spotlight
- Why the New Year Is the Best Time to Evolve Your Practice Systems (And Where to Start)Software Spotlight
- The Simple Methods Accountants Use to Spot Balance Sheet Errors SoonerSoftware Spotlight
- How to Reconcile Non-Bank Accounts in Xero Without the SpreadsheetsSoftware Spotlight
2025
- How Collective Financial Partners set up filtered workflow repeats and centralised tax dataCase Study
- How Exacte Advisors now run payroll, BAS, and IAS workflows by tag and day, and save client emails directly to the DMS in AccountKitCase Study
- The practical setup Jane L Noller & Co team used to automate job creation and fix inconsistent contact recordsCase Study
2024
- Top 5 Reasons Why You Need AccountKit’s Correspondence Register in Your PracticeSoftware Spotlight
- AccountKit’s New Tools Save You Time and ClicksSoftware Spotlight
- Make Accounting Smarter with Automation ToolsSoftware Spotlight
- Introducing the Next Wave of Power-Ups in AccountKitCompany Update
- AccountKit Appoints Customer Experience Manager To Fuel Client SuccessCompany Update
2023
- AccountKit’s 2023 Year in ReviewCompany Update
- AccountKit Partners with Annature to Revolutionise eSignature Workflows for Accounting ProfessionalsSoftware Spotlight
- 5 ways to increase your productivity using ExcelSoftware Spotlight
- AccountKit and Excel: your accountech dynamic duoSoftware Spotlight
- AccountKit and FuseSign Announce New eSigning IntegrationSoftware Spotlight
2022
- AccountKit's pricing is changing this AugustCompany Update
- A supercharged new AccountKit is coming soon!Company Update
- Four years on: How AccountKit is helping Advise Accountants accelerate their businessCustomers
- How JTW Accountants is shifting into high gear with AccountKitCustomers
- AccountKit Case Study: Gilroy Barnes & AssociatesCase Study
2021
- AccountKit Case Study: HTA AdvisoryCase Study
- AccountKit Case Study: Optimised AccountingCase Study
2020
2019
- Wrapping up 2019 – a huge year for AccountKitCompany Update
- Case Study: All In AdvisoryCase Study
- Case Study: KGM AccountingCase Study
- AccountKit case study: Young & Grant Accountants Pty LtdCase Study
- We’re Xero’s app partner of the month for JulyCompany Update
- AccountKit case study: Precision Taxation Accounting & ManagementCase Study
2018
- 2018: AccountKit’s biggest year yetCompany Update
- AccountKit Deep Dive: Client Map ToolSoftware Spotlight
- Cloud integration: The secret sauce to providing an exceptional client experienceSoftware Spotlight
- How AccountKit helps Advise Accountants work smarter & provide better value to clientsCustomers
- Software Spotlight Series: Paul SweeneySoftware Spotlight
- Meet Paula Murray, our co-founderCompany Update
2017
- Software Spotlight Series: Elisha Huke, HTA AdvisorySoftware Spotlight
- AccountKit Deep Dive: Correspondence RegisterSoftware Spotlight
- Software Spotlight Series: Jonathan Kane, RBK AdvisorySoftware Spotlight
See it in your practice
See how AccountKit handles the work you’re reading about.
Choose workflow, documents or compliance work and we’ll build the demo around that job and the systems your team already uses.
