Resource Center · Webinars, News & Blog

ApprovalMax December Product Update

See how ApprovalMax made approvals faster, simpler, and more accurate this year. We released 60 updates across workflows, integrations, and reporting.

10 Dec 25

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ApprovalMax

WebinarsUpcoming

Are You Ready for Remote Work?

How accounting firms can get practically, contractually, and operationally remote-ready

25 Nov 25

WebinarsUpcoming

How Smart Firms Save Time and Scale with Capium

What are others charging? 2025–26 Pricing benchmark insights

Hear from industry expert and author Mark Wickersham as he breaks down key findings from Ignition’s 2025–26 UK Accounting and Tax Pricing Benchmark.

The future of AI-powered accounting and bookkeeping, with Aider and Karbon

Your exclusive first look at how Karbon and Aider are coming together to shape the future of AI-powered practice management.

From Admin to Advisory: 5 ways to unlock growth with AI

Bookkeeping shouldn’t feel like firefighting. Every hour spent chasing receipts or reconciling bank feeds is time lost to client growth and advisory work. The “admin tax” is real — and it’s holding firms back.

Scaling firms with purpose: Stories from the frontlines

Four-part webinar series

The Ultimate Advisory Workshop

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

When to outsource accounts receivable and what to expect

In this guide from ApprovalMax, you’ll learn what AR outsourcing is, how it works with automation, and when it’s the right move for your business.

13 Nov 25

Blog

3 AI Myths that are Harming your Business

A decade ago, hardly anyone was talking about AI. And now, AI is everywhere. We use it in our daily lives to draft emails, give us shopping recommendations, or even plan our next getaway. Even at work, it’s becoming just as common. Whether that’s to gather information quickly, breakdown complex data into straightforward insights, or simply to handle the busy that we don’t have time to do.

How to get tax clients in 2026: Proven strategies for firms

Just like any business, accounting firms need a steady supply of leads and clients to maintain cash flow and increase revenue. And tax services offer a reliable income stream for many firms. After all: death and taxes.

From Data Overload to Decision Intelligence: How AI Is Changing Firm Performance

Article by Ariel, Co-Founder and CEO at Artifact AI

Spotlight Reporting integrates with Google Sheets

Added functionality from Spotlight Reporting provides you with another flexible and efficient way to manage, import, and present your data with ease.

Joiin Named Finalist in FinTech and Growth Categories at the Tech South West Awards 2025

Recognised for both innovation and growth, Joiin is a finalist in two categories at the Tech South West Awards 2025.

Capium’s Black Friday Offer Is Here

This Black Friday, Capium are helping accounting firms across the UK futureproof their practice — and save big while they do it.

A standout year for Joiin: growth, recognition and innovation

Joiin celebrates a landmark year of innovation, awards, and AI-driven growth, cementing its place as one of the South West’s leading tech success stories.

Customer Voice

Join Spotlight Reporting for a live webinar as we showcase the real-world wins of firms using Spotlight Reporting to elevate their advisory services.

Watch now - Ready for MTD? Six Solutions - One Showcase

Getting ready for Making Tax Digital for Income Tax (MTD IT) doesn’t need to mean weeks of back-to-back vendor meetings. We’re so excited to host this upcoming webinar, where you’ll get to see Dext, FreeAgent, Sage, Xero, Intuit and Hammock showcase their MTD-ready capabilities live, back-to-back, and all in one place.

5 Nov 25

Blog

Artifact’s Launch Party: Energy, Innovation, and a Big Reveal

Celebrating our newest partner’s official debut

Leveraging artificial intelligence in finance: innovations and benefits

From streamlining accounts payable to enhancing fraud detection and enabling real-time decision making, AI is becoming a vital asset for forward-thinking finance teams. Moving far beyond automation AI will take us into the realm of intelligent, predictive technology. In short, it’s completely changing the state of play.

4 surprising ways to use AI in finance

As the use of AI in finance grows, finance leaders are exploring new ways to use the technology that go beyond the balance sheet. Here are some to consider.

Complete Checks in Bulk for Companies House IDV

Meeting the IDV Deadline at Scale: Bulk Checks Made Simple

MyDocSafe - October 2025 release notes

Read the October updates and release notes from MyDocSafe.

Joiin achieves ICB accreditation

We’re delighted to share that Joiin has been officially accredited by the Institute of Certified Bookkeepers (ICB), the world’s largest bookkeeping organisation, representing over 150,000 members across more than 100 countries.

All in Place Launches Two Powerful New Tools to Help Accountants Get Ahead of the Autumn Statement

Discover how All in Place’s new Personal Financial Healthcheck and under-10-minute Personal Balance Sheet make it simpler than ever for accountants to identify tax and business planning opportunities.

3 reasons against ‘always-on’ culture

It’s easy to fall into the trap of always being ‘on’, especially if you’re running a busy accounting firm. And it wouldn’t be a surprise if you felt exactly that—trapped.

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

How to create a culture of tech innovation at your accounting firm

For modern accounting firms, technology is more than just a tool: it’s the bedrock for business strategy, operations, and culture. Firms that have already embraced new tools have saved 10 hours per employee each week and increased productivity by 40%. But it takes a conscious effort and collective buy-in to reach that point. Fostering a tech-forward team doesn’t have to be expensive or arduous. All it takes is the right approach and a willingness to learn. Here’s how to get started.

Q4 Ignition Product update

Join Key Account Managers Jack Farrant and Peter Morgan on Wednesday 22nd October at 11am UK time as they give you a comprehensive tour of Ignition’s newest features* and share practical tips and insights on how you can utilise them to enhance your client engagement experience.

What's Next at Dext

Edition 7: The features you’ve been asking for most are here

HMRC Joins Capium Live – Your Guide to MTD IT Success

The countdown to Making Tax Digital for Income Tax (MTD IT) is officially on, and preparation is key.

21 Oct 25

Webinars

Dext - Global Partner Updates

Plan ahead, stay informed, and maximise your Dext experience! Sign up to the Dext 2025 Global Partner Update webinar series.

Karbon Product Roadmap, October 2025

Deep dive into Karbon's latest practice management enhancements and discover what's coming next.

AML Essential Kit - Ongoing Monitoring

The next instalment from Firmchecks AML Essential Kit covers the importance of ongoing monitoring. Ongoing monitoring is how your firm keeps AML compliance accurate and responsive as clients, risks, and regulations change.

17 Oct 25

Webinars

Making Self-Assessment Simple: A Live Walkthrough with Capium

Join our partner Capium for their next live webinar.

Cut repetitive tasks from workflows

Smarter rules in ApprovalMax Capture, faster PO matching, deeper NetSuite workflows, and better reporting make approvals smoother, faster, and more reliable. Less manual work, fewer mistakes, more control.

Track non-financial data in Joiin

Joiin connects your financial and non-financial data, so you can close faster, track performance, and make better decisions in real time.

Unlock the Future of Accounting: Key Insights from AI Innovators

Explore how AI is transforming accounting today and uncover the practical steps innovative firms are taking to stay ahead.

Why it's time to shift your sales mindset

Let’s be honest: if accountants had a dollar for every time someone told us we needed to "sell more," we’d have stopped working ages ago. Selling is like karaoke—everyone assumes it’s easy, but when you’re the one holding the mic, it feels awkward, cringe-inducing, and best left to extroverts.

Join HMRC’s MTD for Income Tax testing phase

Looking to glide smoothly into the new era of Making Tax Digital (MTD) for Income Tax ahead of April 2026? FreeAgent Practice Partners with an agent services account can sign up to HMRC’s testing phase and use FreeAgent to make MTD for Income Tax submissions for the 2025/26 tax year on behalf of their eligible sole trader and landlord clients.

Don’t Leave Money on the Table: Why Training Matters In Accounting Software

From my years as a Chartered Accountant and now as co-founder and CFO of Spotlight Reporting, I’ve learnt that the best technology is only as effective as the people using it. However training and certification is often treated as an afterthought, yet they play a far bigger role in driving growth than most people realise.

Joiin Celebrates 57 G2 Badges, 11 #1 Rankings, and Leader Status in G2’s 2025 Fall Reports

Joiin celebrates outstanding recognition in the Fall 2025 G2 Reports, earning top rankings and badges across multiple categories.

Unlocking ESG Advisory: How accounting firms can drive sustainability and fuel revenue growth

Environmental, Social, and Governance (ESG) advisory services are becoming a critical value-add for accounting firms, helping clients navigate the growing demand for sustainable and ethical business practices.

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

Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping

This acquisition brings automation and AI insights to help firms close books faster, cut workloads, and focus on higher-value client work.

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.

26 Sept 25

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FreeAgent

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Indulge in our recent webinars

Read the latest news articles

Check out our blog

Browse all our resources(1392)

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(1392)