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Applications for the 2027 Top Advisor Awards Currently Being Accepted

Insightful Accountant is currently accepting Applications and Nominations (by third parties) for the 2027 Top Advisor Awards....
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The IRS Is Coming for Sloppy Preparers: Is Your Paper Trail Ready?

An inspector general just told the IRS it isn’t policing return preparers well enough, and the IRS agreed to fix that. If you run a small tax practice,...
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Before the Agreement Is Signed: The Tax Professional's Role in Partnership Planning

When clients approach me about forming a partnership, I encourage them to plan as carefully as they would for a marriage....
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How to Migrate to QuickBooks Workforce from ADP, Gusto, or Paychex

This special edition of the QuickBooks Monday Minute is more than a 'minute read' because it is a step-by-step of migrating to QuickBooks Workforce....
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How AI is Making Every Close More Efficient

Accounting teams are under pressure to close faster and with fewer errors, and much of the time goes to repetitive work: moving data between systems,...
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On Its Way in Intuit Enterprise Suite

I wasn't at Intuit Connect for more than three- or four-hours total, but it was long enough for me to crystalize my thoughts on what's being accomplished...
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Diya Jolly Chief Product Tech Officer Xero Articles

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Free Xero Artificial Intelligence Diya Jolly, Chief Product Tech Officer, Xero Xerocon Xero OS

Xero Announces New AI Innovations at Xerocon London

Xero , the global small business platform, today announced new AI-powered features within its agentic platform JAX that make it easier for small...

Xero Diya Jolly, Chief Product Tech Officer, Xero JAX Microsoft 365 Copilot

Xero brings AI Financial Insights into Microsoft 365 Copilot

Xero, a global small business platform, has announced anintegration with Microsoft 365, bringing real-time financial data in Xero to small businesses...

Xero Artificial Intelligence Diya Jolly, Chief Product Tech Officer, Xero Anthropic (Claude)

Xero and Anthropic Bring Claude into Xero and Xero into Claude.ai

Xero, the global small business platform, and Anthropic, the company behind Claude, today announced a multi-year partnership that will bring Claude's...

Xero Bill Payment Diya Jolly, Chief Product Tech Officer, Xero Melio Matan Bar, Melio CEO & Co-founder

Xero Introduces Online Bill Payments for Small Businesses

Xero(ASX: XRO), the global small business platform, has launched online bill payments, enabling US small businesses to manage and pay bills directly...

Xero Diya Jolly, Chief Product Tech Officer, Xero Analytics Product Release Product Launch Syft

Xero Introduces Enterprise-Grade Analytics

Xero, the global small business platform, has announced the global launch of its new AI-powered analytics capabilities, setting a new standard for...

Xero Bill Payment Dan Quigley Bill Diya Jolly, Chief Product Tech Officer, Xero Ariege Misherghi, SVP & GM at BILL

Xero launches US online bill payments, powered by BILL

 Xero, a global small business platform, has launched the ability for its US customers to pay bills within Xero as part of its strategic partnership...

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Nov 04
New (and favorite) Apps for QuickBooks

New (and favorite) Apps for QuickBooks

November 4, 2026 · 2:00 PM ET

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

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Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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