Resource Center · Webinars, News & Blog

WebinarsUpcoming

The Ultimate Advisory Workshop

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

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

WebinarsUpcoming

Scaling firms with purpose: Stories from the frontlines

Four-part webinar series

Complete Checks in Bulk for Companies House IDV

Meeting the IDV Deadline at Scale: Bulk Checks Made Simple

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.

Ready for MTD?

Six Solutions - One Showcase

20 Oct 25

Blog

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.

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.

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.

10 Sept 25

•

ApprovalMax

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
(1371)

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

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(1371)

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

Browse all our resources
(1371)