Knowledge Centre & More!
The Knowledge Centre for bringing the way you do things into the one place, combined with flexible permissions (including Guest access) and Advanced DMS (Bulk folders, templates, e-signing and PDF editing) made this a huge set of releases.
Workflow out of Beta
After 6 months in beta, with much tweaking and evolution we released Workflow into the wild. Workflow built for accountants and bookkeepers giving visibility of everything within a click!
AccountKit 2.0
The focus the past year has been preparation for this, our biggest update since launch 6 years ago - A whole new user experience released into open beta along with workflow a whole new price model made to grow with you.
Integration with FYI
This release brought the magic of FYI directly into AccountKit via a bespoke designed integration.
Microsoft Teams Integration
This release enabled the pushing of notifications for phone messages and the like from the Correspondence Register, like Slack.
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Integration with Outlook & Gmail
This brought your client data to your email and enabled saving of emails back to AccountKit.
Release of Text Templates
With the release of text templates, it enabled standardisation of things like meeting notes, emails and phone calls.
Release of the Amortisation Scheduler
After a long wait, we released a new tool facilitating amortisation for black hole expenditure, prepayments and the like.
The Birthday Dashboard
Our customers loved the new birthday dashboard, bringing clients and team members front and centre of their day.
New Client Notes functionality
This simple but fundamental release gives the team ability to share important notes across family groups in the places that matter.
Xerocon 2019 | 8-Bit Accounting
We had a blast with the 8-bit theme, calling back the old days of game development Paul Murray used to be a part of in a past life.
Division 7a released
This was the initial release of the highly sought after Division 7a tool, streamlining the mundane and making compliance fun!
We updated our pricing
The original pricing did not cut it, so we revamped it entirely to give customers the ability to pick & choose which tools they wanted.
Received the Xero Practice App of the Year Award
Amongst over 800 apps, we were over the moon to take out the award for the best of the practice apps at Xerocon this year.
Xerocon 2018 | Hipster Tattoo Parlour
The hipster tattoo parlour was a highlight with the crowd, putting an accounting spin on classic tattoo designs like "Balance Sheets Till I Die" and "Compliance Forever".
The Fuel Tax Credit Calculator was released
On the back of a request from some of our Xero fans, we built a fully integrated & automated FTC calculator pulling data direct from Xero.
Release of the Business Name Register
Yet another release of a simple tool to track an important element of our clients world.
Introduction of History & Notes
This gave our customers the visibilty and comfort of seeing how and when client data was being changed.
We released integrations to a variety of document management systems.
AccountKit is all about choice, so we built out a generalised system to let you choose which document management system (or systems) you want to connect to across all of the major players, with more to follow.
New Franking Account Register release
A simple but brilliant tool for keeping all our franking account registers in one place.
The Inter-Entity Loan tool
Our first release was received with much excitement, fast turning into one of AccountKit's most loved tools.
Client Map tool release
This release took building business structures to a whole new level, utilising your client (& XPM) data to build proposed or even current diagrams that updated your client data in real time.
We released our first automation
Our first release of our tools moved from legacy and Excel schedules to the cloud. This release was significant, as it introduced the ability to automate the posting of your interest and current/non-current splits across 1,000's of schedules every night.
AccountKit Launched
After a couple of years of blood, sweat and tears, we released AccountKit into the public forum. So begun the journey of winning the hearts of Accountants & Bookkeepers across Australia as we participated in our first Xerocon ever!
