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Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy thumbnail

Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy

App Academy 19 min Finatical Software

In this App Academy demo, Chris Meyer of Finatical Software shows how Flash Reports connects Excel directly to QuickBooks Online, allowing accountants to build live, refreshable reports without exporting data. See how firms use Excel-based dashboards, multi-entity reporting, budget vs actuals, drill-downs, and forecasting to deliver better insights for clients, especially in restaurant, franchise, and advisory use cases. 🔗 Learn more 👉 https://finaticalsoftware.com/

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Accountero: How Firms Use Aimee & Paige to Unlock Capacity | App Academy thumbnail

Accountero: How Firms Use Aimee & Paige to Unlock Capacity | App Academy

App Academy 28 min Accountero

n this App Academy session, Pratheesh Nair from Accountero shows how accounting firms are using AI agents to reduce interruptions, offload client questions, and turn financial data into clearer advisory conversations. See how Amy handles everyday client questions directly from QuickBooks data, and how Paige helps accountants move past the blank page by generating first-pass financial analysis that can be reviewed, edited, and shared with clients. 🔗 Learn more 👉 https://www.accountero.com/

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DIGITS: Unlock the AI-Native Advantage: How Digits Powers the Modern Firm | App Academy thumbnail

DIGITS: Unlock the AI-Native Advantage: How Digits Powers the Modern Firm | App Academy

App Academy 20 min Digits

In this App Academy product demo, Rob Hamilton from Digits walks through how an AI-native general ledger changes the way accounting firms handle bookkeeping, reconciliations, and month-end close. See how Digits automates transaction booking, speeds up reconciliations, and gives firms a real-time, interactive view of client finances without relying on traditional bank feeds or bolt-on tools. 🔗 Learn more 👉 https://digits.com/

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Qvinci + QuickBooks: The Future of CAS Advisory Intelligence and Firm Growth | App Academy thumbnail

Qvinci + QuickBooks: The Future of CAS Advisory Intelligence and Firm Growth | App Academy

App Academy 22 min Qvinci

In this App Academy demo, Brad Adams from Qvinci shows how accounting firms can launch and scale advisory and CAS services using next-level reporting, benchmarking, and what-if analysis. Learn how the Qvinci Turnkey Advisor Program helps firms move from basic reporting to strategic advisory with faster setup, automated insights, and tools designed to drive higher-value client conversations. 🔗 Learn more 👉 https://www.qvinci.com/

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Finatical Software: Smart Flash Reports and Live QBO Budgeting Demo | App Academy thumbnail

Finatical Software: Smart Flash Reports and Live QBO Budgeting Demo | App Academy

App Academy 18 min Finatical Software

See how Fanatical’s Flash Reports turns QuickBooks Online data into smart, refreshable budgets that actually tell a story. In this App Academy session, CPA Mary Rose Hellerman walks through how to pull live QBO data into Excel, build budget models in minutes, and roll out clean, presentation ready reports for your stakeholders. You will learn how to move from reactive reporting to proactive budgeting, create budget vs actuals with variance analysis, and use built in forecasting templates to see where the year will land if you hit your targets.

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CorpNet: How Firms Streamline Compliance and Entity Management | App Academy thumbnail

CorpNet: How Firms Streamline Compliance and Entity Management | App Academy

App Academy 16 min CorpNet

See how CorpNet’s partner dashboard helps accountants cut through compliance chaos and take back their time. In this App Academy demo, Yoel Echeverria walks through the tools firms use to track filings, manage client entities across all 50 states, and automate annual reports with a “set it and forget it” subscription flow. If you handle business formations, registered agent needs, sales tax setups, or multi-state compliance, this walkthrough shows how to manage it all in one place. Learn more 👉 CorpNet.com

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Qvinci: Turning Financial Data into Scalable Advisory Services | App Academy thumbnail

Qvinci: Turning Financial Data into Scalable Advisory Services | App Academy

App Academy 29 min Qvinci

Take a deeper look at how Qvinci helps accountants turn raw financial data into advisory revenue. In this App Academy session, Brad Adams breaks down the advisory lifecycle, shows how firms can scale with a simple “review, report, communicate” framework, and gives a live walkthrough of Qvinci’s advisory portal, KPI scorecards, drill-down tools, benchmarking, break-even analysis, and more. If you’re building or expanding your advisory practice, this demo shows exactly how to package services, create value-based pricing, and deliver insights your clients will actually use. Learn more 👉Qvinci.com

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OnPay: Faster Payroll, Automated Taxes, and HR Tools for Your Firm | App Academy thumbnail

OnPay: Faster Payroll, Automated Taxes, and HR Tools for Your Firm | App Academy

App Academy 26 min OnPay

See how OnPay helps accountants run payroll faster, automate tax filings, and support small business clients without extra hassle. In this session, Valerie Heckman walks through live payroll processing, reporting, HR tools, integrations with QuickBooks and Xero, and the partner dashboard built for firms managing multiple clients. You’ll learn how OnPay handles taxes, onboarding, benefits, and multi-state complexity, plus how firms use it to streamline payroll and improve the client experience. Learn more 👉OnPay.com

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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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