AccountKit

Tired of wasting time on tedious tasks? We got you.

We’ve been hard at work on new tools that will help you do tasks in less time and fewer clicks.

Our latest blog dives into AccountKit’s newest tools designed to cut down on repetitive work, so you can focus on what truly matters—your clients.

🔹 Email Integration: Manage client info, documents and tasks right from your inbox.
🔹 XPM Timesheet Posting: Log time with just one click—no need to switch platforms.
🔹 Account Reconciler Tool: Get a sneak peek at a new way to handle complex reconciliations with ease.

These tools are all about reducing clicks and boosting productivity. Want to see how they can make a difference in your day-to-day work?

Check out the full blog now:

AccountKit’s New Tools Save You Time and Clicks AccountKit's tools - new XPM Timesheets posting, upgraded Email Extension and upcoming Account Reconciler - makes your day-to-day work easier and faster

Does setting up a qualified management system, as required by the new Tax Agent Services Determination overwhelm you?

AccountKit helps you maintain high service standards through these features:

✅ Workflow ensures everything is done at a top-notch level by using checklists and embedded work instructions. It standardises templates, organises folder structures, and facilitates reviews by senior team members, making sure nothing slips through the cracks.

✅ Knowledge Centre centralises all of your detailed work instructions, practice policies, and anything that defines how your practice should run just one click away. No more digging through folder structures looking for buried documents that inevitably aren’t being maintained —everything you need is easy to access and maintain for your whole team.

With AccountKit, you can meet the new quality management standards with less effort, giving you more time to focus on delivering excellent service.

Want to avoid the hassle of jumping between apps just to log time while you work?

Save clicks by posting XPM timesheets directly from AccountKit.

There's no need to jump over to Xero Practice Manager (XPM) just to post a timesheet entry. With our new direct link feature, you can enter time straight from Workflow with just one click.

How?

Set your job/task once, and AccountKit will remember it. Hit the “T” shortcut to open the timesheets modal and dynamically load in client jobs and tasks.

You'll be able to set start and end time or simply post just an amount of time.

Plus, you can see your timesheet history and make edits without ever leaving AccountKit.

Fewer clicks, more time saved.

Read more about it here: https://hubs.li/Q02Mks_D0

Log in to AccountKit and try this time-saving feature today! Let us know your experience in the comments.

Heading to a Xero Roadshow next week?

Swing by the AccountKit stall to get an exclusive first look at our new Account Reconciler tool before it goes into open beta in September.

We’ll be at the following locations:
📅 Tuesday 27 August - Parramatta
📅 Wednesday 28 August - Launceston
📅 Wednesday 28 August - Wollongong
📅 Thursday 29 August - Hobart

You’ll get to see firsthand how the new upcoming Account Reconciler tool can streamline your reconciliation process across any account in Xero, whilst linking back to source documents.

Have a chat with our team, ask questions, and discover how our suite of tools can help you perform at your peak.

Whether you're looking to stay ahead of industry trends, earn CPE credits, or just want to connect with like-minded professionals, the Xero Roadshow is the place to be—and our stall is a stop you won’t want to miss.
See you there!

Stay on top of the new 2024 TASA competency requirements with less effort.

The new Tax Agent Services Determination requirements may add more to your plate, but you’ve got reliable AccountKit tools to help you stay on top of it:

✅ Workflow helps you maintain high standards by using standard task lists and short-form work instructions. This ensures your team follows the correct procedures every time, with full visibility and checkpoints by senior members.

✅ Professional Development Register allows you to track your team's training, ensuring everyone has the skills they need. It also facilitates sharing knowledge from training sessions, including notes and source documents.

✅ Knowledge Centre helps you capture detailed processes, so tasks are always done properly and to standard.

AccountKit reduces the burden of staying compliant with the new Code of Professional Conduct requirements. This gives you peace of mind as you deliver top-notch services to your clients.

Worried about the extra work needed to comply with the new TASA 5-year client record-keeping rule?

The new Tax Agent Services Determination 2024 requires you to retain all client interviews, files, opinions, workpapers, and more for 5 years.

This means more records, more responsibility, and more potential headaches. But it doesn’t have to be that way.

AccountKit’s tools can make this easier:

✅ Correspondence Register: Keep track of all client interactions—whether it’s a phone call, email, or meeting—with standardised meeting notes and a complete capture of all communications.

✅ Important Items Register: Securely store and track important client documents like wills, land title certificates, and trust deeds. Everything you need to keep on file is in one place.

Stay compliant without the extra stress. Log in to AccountKit today and see how these tools can help you meet the new record-keeping requirements with minimal hassle.