Resource Center · Webinars, News & Blog

WebinarsUpcoming

The Ultimate Advisory Workshop

Join Spotlight Reporting and advisory expert Amanda C. Watts for an action-packed workshop.

Outsourced Finance in 2026: What ‘Good’ Looks Like & How to Get There

Outsourced finance is evolving fast and clients expect more than ever.

Capium Full Suite Live Demo: Tools to Power the Digital-First Practice

Join Capium for their next live webinar

Making Self-Assessment Simple: A Live Walkthrough with Capium

Join our partner Capium for their next live webinar.

From Bookkeeping to Compliance: Run Your Practice Smarter with Capium

Join our partner Capium for their next webinar.

How Accountants Are Preparing for MTD IT - Tools, Processes & Lessons Learned

Join our partner Capium on the 8th October to help you prepare for MTD for Income Tax.

Factorial Next: AI Edition 2025

Factorial's biggest AI event yet presenting the launch: Factorial One

Supercharge Your Bookkeeping: Insights for Autumn & Beyond

App Advisory Plus join Dext for this fantastic partner panel.

Mastering the Client Lifecycle

Watch our App of the Month webinar with Karbon to discover how to master the end-to-end client lifecycle and how practice intelligence transforms firm efficiency

How to build a marketing client intake form that prevents scope creep

Struggling with off-track projects, scope creep, and client miscommunication? The problem may be in your client onboarding process. If your clients’ needs, goals, budgets, and expectations aren’t clear from the beginning, you’ll likely have recurring issues.

What is CPD and why is it important for accountants and bookkeepers?

From boosting your credentials to rejuvenating the service you offer your clients, here’s why you should be participating in CPD-accredited activities.

Advisory at Scale: Introducing the Karbon + Spotlight Reporting Integration

Introducing the powerful integration between two of our partners Karbon and Spotlight Reporting, where accountants and advisors can now schedule, track, and deliver high-value advisory services just as easily as they would a compliance job. This is your opportunity to scale advisory across your client base, without adding more complexity or admin.

26 Sept 25

News

Add live data to Excel with the Joiin Add-in

With Joiin's new Excel Add-in, you can bring your Joiin data straight into your spreadsheets for live reporting.

Scaling firms with purpose: Stories from the frontlines

Four-part webinar series

ApprovalMax - September Product Update 2025

Cut the busy work, avoid payment errors, and stay in control — so you spend less time chasing approvals.

How much does self assessment software cost?

If you’re thinking about investing in self assessment software, you’re likely wondering how much it costs. And while the price is, of course, a key factor, it’s also useful to assess the overall value self assessment software can offer your firm in terms of time savings, compliance, and user experience.

Scaling Your Practice: How Integrated Software Supports Growth in UK Accountancy

For many UK accountancy firms, growth is the ultimate goal. But it comes with challenges. As your client base expands, so do the demands on your team, systems, and processes.

Artifact AI is officially SOC 2 Type II compliant

The latest release from Artifact AI.

Capium Completes First Successful SA MTD Submission

Capium has confirmed that practices using its cloud platform have successfully completed their first Self-Assessment (SA) Making Tax Digital (MTD) quarterly returns for both UK Property income and Self-Employment tax as part of HMRC’s live pilot.

Why firm leaders are excited about AI (and why you should be too)

Insightful article from Karbon by Inbal Rodnay, International Keynote Speaker on AI and Automation

Explore Karbon’s latest integrations roadmap

Join Karbon’s Co-Founder and Chief Partnerships Officer, Ian Vacin, and Director of Partnerships, Sam Utesch, as they recap Karbon’s latest integrations and unveil what’s coming up on the roadmap.

AI-Driven Workflows: Save Hours, Make Faster Decisions, Work Smarter

AI in accounting isn’t just a buzzword, it’s a powerful tool to save time, improve decision-making, and build smarter processes. In this session, you’ll discover practical, real-world applications of AI in your firm, from workflow optimisation to client advisory, and learn how to avoid the common pitfalls.

AML Essential Kit - Firm AML Education

The next instalment from Firmchecks AML Essential Kit covers the importance of effective AML training.

Total Cost of Ownership: Why Cheap Accounting Software Costs Your Firm Time and Money

The latest article from the Spotlight Reporting Team.

How to scale without losing financial controls

Join ApprovalMax for their upcoming webinar!

🎉 Digital Disruptor Awards 🎉

12 Sept 25

Blog

Making Tax Digital for Income Tax: your questions answered by our expert

Whether you’ve just heard about Making Tax Digital (MTD) for Income Tax or it’s already firmly on your radar, there are big changes ahead - and the details can be confusing. But FreeAgent’s Chief Accountant, Emily Coltman FCA, has come to the rescue!

Why AI is killing the spreadsheet – and it’s good news

Dan Schonfeld, ApprovalMax's CFO, shares what's on his mind around finance, data and all-things AI as we enter the second half of the year.

September Compliance Checklist for Accountants

September Deadlines: Don’t Fall into the Penalty Trap - Capium's guide helps accountants manage VAT, PAYE, and tax deadlines with ease and proactive planning.

How AI will affect accounting, your firm, and you

Discover how AI is transforming accounting, enhancing efficiency, reshaping firms, and impacting your role. Learn to adapt and thrive in the AI-driven future.

Cryptographic Checks are now live in Firmcheck

Spotlight Reporting has partnered with Clarity® HQ

Spotlight Reporting have announced their partnership with Clarity® HQ to give accountants and advisors even more power to help their clients thrive

ApprovalMax Product Update - Edit requests during approval in NetSuite

Take control of approvals with ApprovalMax’s new editing on approval for NetSuite. Make last-minute changes, correct pulled requests, and approve bills in one step – reducing errors, speeding up workflows, and keeping your team in full control.

Karbon - August Release Notes

Grant a team member access to your email inbox with Delegated Triage, stay on top of IRS activities with the TaxNow integration, and navigate client documents with ease.

The ROI Blueprint

Save hours every week, strengthen client relationships, and grow your firm profitably — all with one blueprint.

Introducing Vault for mobile

Access Vault and manage your documents directly from the mobile app.

9 Sept 25

Webinars

How to choose the right HRIS

In this on demand webinar find out the key features every SMB needs

Insights from FreeAgent’s MTD consultations: surprises, wins and opportunities for your practice

The MTD countdown is well and truly on. In just under a year, the first quarterly submission deadline for Making Tax Digital (MTD) for Income Tax will be here - and April 2026 will mark the start of a fundamental shift in how many sole traders and landlords manage their tax obligations. At FreeAgent, we’ve spent the past few months deep in conversation with accountants and bookkeepers about what this change means for their practices. From unexpected challenges to emerging opportunities, these consultations have surfaced a rich mix of insights - and we’re sharing them with you now to help you prepare, plan and stay ahead of the curve. Let’s dive in.

Maximising ROI from Your SaaS Vendor

A Guide for Accountants Building Advisory Services

Accounts receivable aging report: What it is and how to use it

Accounting efficiency tips from ApprovalMax

Artifact Launch Party

Meet our newest partner Artifact and join them at their official launch party!

Take the leap: 4 reasons to start using AI (even if you’re skeptical)

A great article from our partner Karbon on why you should take the leap with AI.

AI is transforming accounting and bookkeeping

🚀 AI is transforming accounting and bookkeeping - starting today

Dext update - AI-powered line item extraction

The latest update from our partner Dext - ⏳ Less admin. More time for your bigger thing.

22 Aug 25

Webinars

Scaling with confidence: Staying in control as multi-entity operations grow in Xero

In this webinar from ApprovalMax learn how modern finance leaders build workflows that reduce risk and improve visibility to support strategic growth.

Karbon - Building the perfect tax tech stack around Intuit ProConnect

In this Webinar from Karbon discover the first truly integrated ecosystem built specifically for Intuit ProConnect users.

Capium Presents: The Ultimate Summer Series for Practice Growth

Capium’s Ultimate Summer Webinar Series; a 10-session programme created to help accountants and bookkeepers future-proof their practice, sharpen their pricing strategies, and simplify compliance in 2025/2026.

Global Trends Report Webinar

Join Spotlight Reporting for this webinar on the Global Trends Report to learn key findings.

Setting Goals for FY26

This blog from XBert unpacks the key takeaways from their FY26 goal setting session.

Navigating MTD for Income Tax with your clients

In this series of guides from FreeAgent, they've collated all the information you need to help you and your practice prepare for Making Tax Digital for Income Tax.

Introducing the Multi-Entity Dashboard by Dext

Learn more about multi-entry dashboard by Dext.

The Admin Tax - The cost of wasted potential for your clients business

In this report from our platinum partner Dext they explore the big findings from businesses

Outsourced Finance in 2026: What ‘Good’ Looks Like & How to Get There

Indulge in our recent webinars

Read the latest news articles

Check out our blog

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Outsourced Finance in 2026: What ‘Good’ Looks Like & How to Get There

Indulge in our recent webinars

Read the latest news articles

Check out our blog

Browse all our resources(1353)

Sign up to our newsletter - don't miss out on all the good stuff.

Browse all our resources
(1353)