Tech Lowdown: Referrals, open banking and messaging

Tech Lowdown
istock_poike_ti
Share this content

Welcome to our weekly round-up of the latest news and updates from the accounting tech world. 

This week, Tech Lowdown features AccountsIQ’s new partner referral programme, FreeAgent’s open banking registration and the new messaging centre on Pandle.

* * *

AccountsIQ has announced the launch of its partner referral programme

AccountsIQ has launched a new partner programme for accounting and consultancy firms. The programme enables partners to offer improved value-added services to their clients, while driving new revenues for their own businesses.

The AccountsIQ referral programme rewards partners with a range of benefits based on the number of clients they sign up to AccountsIQ. The key benefits for partners include the possibility to offer preferential rates to their clients and receive credit-based incentives based on the levels of adoption.

Prospective new partners can apply for the programme by signing up online.

* * *

FreeAgent secures Open Banking registration from FCA

Cloud accounting software provider FreeAgent has received new credentials from the UK’s Financial Conduct Authority (FCA) enabling it to provide Open Banking services to freelancers, contractors, micro-business owners and their accountants.

The accreditation will allow FreeAgent to provide deeper banking integrations and enable users to access their banking information effortlessly.

* * *

Pandle announces new messaging centre

Pandle has announced the launch of Pandle Pro's new messaging centre that allows for a more efficient collaboration between accountants and their clients. With the messaging centre, all communications can be handled within the app itself, so that users don’t need to switch to email or video conferencing software to speak with clients.

Pandle has designed the messaging centre following the preferences of younger clients, who prefer instant messaging over phone calls.

Pandle

In the coming months, Pandle plans to add a transaction tagging feature to allow clients and accountants to tag each other in a message regarding a transaction. The centre will also offer a screen sharing option and the possibility to upload files, images and screenshots directly into the messages.

About Valme Claro

Replies

Please login or register to join the discussion.

There are currently no replies, be the first to post a reply.