Webinars and training
Learn AccountKit from the people who build and use it
Recordings of product sessions, customer and partner webinars, and deep dives into individual tools. Watch at your own pace, or book training for your team.
Recordings are hosted on Zoom and YouTube, so each link opens in a new tab.
Product webinars and recordings
Start with the overview, then catch up on recent releases. The Tools in brief videos run about two minutes each.
AccountKit overview
A short tour of the tools and how they fit together in a practice.
What’s new in AccountKit
Updates as they’re released. Register for the next session or watch the latest one.
Tools in brief
A series of two-minute videos, each showing one tool in action, so your team can decide which ones to use.
Customer webinars
Firms that use AccountKit show how they run their work in it.
Get ready for the new financial year
A run-through of the Workflow tool with tips for managing work across a new financial year, recorded for FY2023, with a Q&A.
Co-presented with Paul Murray, AccountKit co-founder.
Jeremy WottonDirector, JTW AccountantsAccruing success: why AK onboarding is your best investment
What onboarding covers, what to expect in the first 30, 60 and 90 days, and how to set up integrations and practice settings.
Ben Barker and Matthew Taylor
Data disasters and workflow wins: how AccountKit saves the day
How two firms avoid data mishaps and automate everyday tasks.
Shaye Thyer (Head of Accounting) and Anna Agati (Sofra Partners)
How an advisory-led, multi-service firm manages workflow IRL
How an advisory-first firm made its compliance process more efficient so it can focus on growth work.
Ayse Aslan and Gemma Richardson (Wheelhouse Advisory) with Shaye Thyer
AccountKit & Employment Hero
Employee onboarding end to end: kicking off tasks, managing HR requirements and tracking progress to completion.
Shaye Thyer and Ben Barker (AccountKit) with Olivia Ang (Employment Hero)
One EOFY system to rule them all: trust resolutions, sign-offs, and team tracking in one place
AccountKit as the central tool for tax planning and trust distributions, with integrations, a tax planning demonstration and practice structures.
Ben Barker and Matthew Taylor
Unify your practice data for an end-to-end workflow with AccountKit
Building a practice-wide workflow with a clear view of every job, document and client, and one place for tasks, compliance and client structures.
Ben Barker
Partner webinars
How AccountKit works with the e-signing, client onboarding and document tools firms already use.
AccountKit & FuseSign
Preparing a tax return, sending it for e-signing and auto-filing it to your chosen DMS.
Paul Murray (AccountKit co-founder) and Melissa Voss (FuseSign)
AccountKit & Annature
The same end-to-end return, e-sign and auto-file process with Annature.
Paul Murray (AccountKit co-founder) and Corey Cacic (Annature)
AccountKit & ContentSnare
Onboarding a client and collecting their information and documents securely before auto-filing to your DMS.
Paul Murray (AccountKit co-founder) and James Rose (ContentSnare)
Achieving 100% lodgements by 1 April
Workflow and tech stack set-up, with an end-to-end tax lodgement run through DMS and e-sign integrations.
Paul Murray (AccountKit co-founder) and Amy Holdsworth (Clarity Street)
Deep dives and team training
How-to videos for individual tools, or a training session built around your team.
How to build your first client map
Build a business structure diagram and turn it into a presentation-ready PDF for your client’s financials.
Deep dive: equipment finance tool
Preparing regular and irregular schedules, and historical and new schedules.
Deep dive: inter-entity loan reconciliation tool
Setting up loans, reconciling and coding, and reporting.
Team training
A training session with an AccountKit expert, planned around your team’s needs, at $330 an hour.
The heart of your firm
Try AccountKit with your own client list
Start a 14-day free trial with every tool switched on, or book a demo built around the topics you care about.
