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Xero for Firms: Bank Feeds, Cash Coding, and Real-Time Reporting | App Academy thumbnail

Xero for Firms: Bank Feeds, Cash Coding, and Real-Time Reporting | App Academy

App Academy 31 min Xero

Webinar Date: November 6, 2025 See how Xero helps firms move from cleanup to advisory. Janelle demos the new navigation, fast reconciliation with bank rules and cash coding, PDF bank statement import, AI-assisted help, flexible reporting with variances, and an open app ecosystem. Learn how unlimited users, strong migrations, and real-time cash insights make Xero a fit for horizontal niches across industries. What you’ll learn: ✅ Why unlimited users and simple pricing lower total cost for firms and clients ✅ How Plaid bank feeds, PDF imports, rules, and cash coding cut reconciliation time ✅ How “find and recode” reclassifies in bulk with a full audit trail ✅ How custom reports, KPIs, and variance columns power advisory and FP&A ✅ How Xero’s app ecosystem (inventory, projects, ecommerce) supports repeatable stacks ✅ How to migrate from QuickBooks and others, plus what features ship on most plans 🔗 Learn more about Xero's partner program 👉www.xero.com/partner-programme/

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SmartVault for Tax Firms: Secure DMS, Client Portals, and AI Document Requests | App Academy thumbnail

SmartVault for Tax Firms: Secure DMS, Client Portals, and AI Document Requests | App Academy

App Academy 31 min SmartVault

Webinar Date: November 6, 2025 See how SmartVault streamlines your tax prep workflow from intake to archive. Senior Account Manager, Aaron Lovelace walks through secure document management, a branded client portal, AI-powered request lists, tight tax software integrations, and hands-on migration support. Learn how to centralize files, control access, track versions, collect e-signatures, and keep clients moving without email chaos. What you’ll learn: ✅ How SmartVault Request AI builds client document requests from prior-year returns to speed intake ✅ How to use the branded client portal for uploads, e-sign, and easy client access to prior years ✅ How version history, audit trails, KBA e-sign, and SOC 2 Type II practices support compliance ✅ How folder templates, permissions, and “linked clients” keep individuals and entities organized ✅ How integrations with ProConnect, Lacerte, ProSeries, UltraTax, CCH Axcess, Drake, Financial Cents, and DocuSign fit your stack ✅ How Houston-based onboarding migrates files and sets up structures so your team can hit the ground running 🔗 Learn more 👉 https://www.smartvault.com/

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Drake Software: Tax Prep Workflow, Portals, and Payments | App Academy thumbnail

Drake Software: Tax Prep Workflow, Portals, and Payments | App Academy

App Academy 28 min Drake Software

Webinar Date: November 6, 2025 Get a clear look at Drake Software’s end-to-end tax preparation workflow with Bethany Verga. See how firms streamline intake, prep, review, e-file, and payments while staying organized and supported. We cover onboarding, data conversion from other tax apps, client scheduling, status tracking, document management, client portals with e-signature, integrated research and scan-and-fill, diagnostics, tax planning, and Drake Pay. What you’ll learn: ✅ How Drake’s onboarding team gets you set up and trained, plus ongoing multi-channel support and CPE options ✅ How to convert prior-year data into Drake so returns roll forward cleanly ✅ How to use the built-in scheduler and Client Status Manager to keep work visible and on track ✅ How Documents and Portals centralize files, e-signatures, and client messaging ✅ How integrated tools like GruntWorx and TheTaxBook speed data entry and research ✅ How diagnostics, linkbacks, and double-check flags reduce errors before e-file ✅ How to add revenue with the included Tax Planner ✅ How Drake Pay enables card and ACH payments without monthly fees Interested in Drake? Start with a trial or talk to sales: DrakeSoftware.com

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Automate Sales Tax Calculations and Filings in QuickBooks with Avalara | App Academy thumbnail

Automate Sales Tax Calculations and Filings in QuickBooks with Avalara | App Academy

App Academy 16 min Avalara

See how Avalara automates sales tax inside QuickBooks. Michael Tribout demos real-time tax calculation, rooftop-level address accuracy, exemption certificate management, and automated filings so you spend less time chasing rates and more time advising clients.

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AvidXchange for QuickBooks: End-to-End AP Automation from Invoices to Payments | App Academy thumbnail

AvidXchange for QuickBooks: End-to-End AP Automation from Invoices to Payments | App Academy

App Academy 10 min AvidXchange

See how AvidXchange simplifies payables for QuickBooks firms. Senior Partner Alliance Manager Chandler Watts walks through true end-to-end AP automation — from invoice capture and coding to payments, reconciliation, and supplier management — powered by one connected platform.

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Yooz + QuickBooks: AI-Powered AP Automation & Fraud Detection for Accountants | App Academy thumbnail

Yooz + QuickBooks: AI-Powered AP Automation & Fraud Detection for Accountants | App Academy

App Academy 23 min Yooz

See how Yooz takes AP automation beyond data entry. Account Executive Gary Bailey walks through lean financial operations for QuickBooks users, including AI-driven capture, fraud detection, vendor statement reconciliation, and flexible workflows that grow with your firm.

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