Resource Center · Webinars, News & Blog

WebinarsUpcoming

Supercharge Your Bookkeeping: Insights for Autumn & Beyond

Join App Advisory Plus and Dext for this fantastic partner panel on the 2nd October.

Mastering the Client Lifecycle

Register and join us for 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

ApprovalMax - September Product Update 2025

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

Scaling firms with purpose: Stories from the frontlines

Four-part webinar series

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!

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.

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.

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

Back to the future of advisory: Years of change, challenge, and opportunity - App of the Month

Watch our App of the Month Webinar with Spotlight Reporting.

Capium & AML: Keeping Your Practice Audit-Ready

Get AML Compliance Right — Without the Stress with this webinar from Capium

Setting Goals for Financial Year 2026

This session shows firm owners how to achieve Time, Money, and Mind Freedoms in FY26 by turning their goals into structured actions using XBert’s data and tools.

The MTD IT Bootcamp - MTD IT

Learn everything you need to know about HMRC’s digital mandate with this webinar series from Dext.

MTD for Income Tax: how to support your small business clients

How can you support your small business clients and help them overcome common pitfalls as the first deadline approaches?

Dext - Global Partner Updates, 22nd July 2025

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

Karbon for Clients

Our partner Karbon are introducing Karbon for Clients: Discover what’s new & how to get started with the all-new client portal

AML Essential Kit - Firm Policies, Controls and Procedures

The next instalment from Firmchecks AML Essential Kit covers policies, controls and procedures.

5 Essential Questions on Accounts Payable Automation

iplicit is proud to be shortlisted for the 2025 Charity Times Awards

Read about iplicit's incredible work for the incredible London Philharmonic Orchestra.

Build your Company’s Recruitment Process Policy

In this article, Factorial look at the benefits of having a recruitment process policy and provide suggestions for what to include when writing one.

Accounts Payable KPIs: What to measure and why it matters

Struggling with manual processes, late payments, and chasing invoices? For many finance teams, accounts payable is where bottlenecks build up – fast. This article from ApprovalMax walks you through tracking the right KPIs.

Karbon Next 2025: Key Takeaways

In this article from Karbon we discover the 6 things learned at Karbon Next 2025 about the future of accounting

How to use outsourcing to implement MTD for Income Tax

Join Capium for this insightful practical webinar to explore how outsourcing can play a vital role in helping practices implement MTD IT successfully.

Spotlight Reporting Connected

Get ready for an inspiring morning event with Spotlight Reporting for a dynamic, two-hour roundtable brunch event.

From desktop to the cloud, your smooth move to QuickBooks Online

Free webinar with ApprovalMax and Joiin

10 Jul 25

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Joiin

Mastering the Client Lifecycle

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Mastering the Client Lifecycle

Indulge in our recent webinars

Read the latest news articles

Check out our blog

Browse all our resources(1337)

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

Browse all our resources
(1337)