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Kintsugi presents: Sales Tax on Autopilot thumbnail

Kintsugi presents: Sales Tax on Autopilot

App Academy 30 min Kintsugi

Discover how Kintsugi helps accounting professionals simplify sales tax compliance through automation. In this App Academy session, Ryan Le of Kintsugi explores how firms can streamline sales tax workflows, including nexus monitoring, registrations and filings, exemption certificate management, and integrations with accounting and e-commerce platforms—helping reduce manual compliance work while supporting growing clients.

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Cloud, IT, and Compliance. Built for Tax and Accounting Firms thumbnail

Cloud, IT, and Compliance. Built for Tax and Accounting Firms

App Academy 21 min Verito

In this App Academy session, Jatin Narang of Verito explores how tax and accounting firms can simplify technology management while strengthening security and compliance. Learn how secure cloud hosting, managed IT, dedicated private servers, WISP support, employee security training, and 24/7 technical assistance can help firms protect client data and support remote teams while staying focused on their core accounting work.

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Less Time Managing Technology. More Time Growing Your Firm. thumbnail

Less Time Managing Technology. More Time Growing Your Firm.

App Academy 20 min Rightworks

In this App Academy session, Matt Bitz of Rightworks examines how accounting firms can embrace rapid technology change without sacrificing security or control. The session covers cybersecurity risks, secure access for remote and offshore teams, data governance, AI adoption, and the importance of developing an AI policy and incorporating AI considerations into a firm's WISP. Learn practical strategies for building a secure technology foundation that can scale alongside your firm.

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Inside Invoiced: 30 Minutes Inside Modern A/R thumbnail

Inside Invoiced: 30 Minutes Inside Modern A/R

App Academy 20 min Flywire

In this App Academy session, Allyson Kummins of Flywire demonstrates how finance teams can modernize accounts receivable with automated workflows, global payments, and connected business systems. Explore Flywire's Invoiced platform and Integration Studio, including automated billing and collections, customer payment portals, international payment capabilities, and no-code integrations that connect ERPs, CRMs, QuickBooks, project management tools, and other applications.

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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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