Tech insights: Client timelines, AI and accounts production

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This week, the cloud-based tax and accounts system Gbooks has added new features to its practice management module and TaxCalc has announced the addition of multiple new features to its accounts production software.

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Gbooks enhances practice management offering

Gbooks has added new client timelines and an update to client invoicing to its practice management software.

The new timeline provides a client communication snapshot, including emails, meetings and phone calls as well as tasks and notes for every client all in chronological order starting from the most recent updates.

With the new invoicing upgrade, Gbooks users can create invoices from the client’s main summary page, sending a PDF version straight to the client. The summary page keeps track of all previous invoices issued to the client, showing whether they have been paid, partially paid or still outstanding. Clients can also send payment reminders directly from this page.

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TaxCalc's announces Accounts Production updates

TaxCalc has updated its 2017 Software Excellence award-winning Accounts Production software.

The release includes updates such as new quick filter and access options as well as improvements to admin level notes and disclosures.

Additional statement preferences for FRS 102 1A will be available in the new version, with added functionality to accommodate options allowed by legislation and reporting standards. 

A new facility enables users to attach accounts to a tax return or send it to Companies House directly from the reports. Additionally, it is now possible to bring forward opening balances and notes at the point of creating a new accounting period.

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OneUp tops rank of the most accurate AI solutions

AI-powered business management software solution OneUp has been ranked as the most effective AI-enabled cloud accounting solution.

Over a period of five months use OneUp was the most effective solution to automatically recognise transactions from bank feeds, followed by the major AI-based accounting solutions QuickBooks Online, Xero and SageOne.

Commenting on this, François Nadal, OneUp CEO said “The value of a company is in how it interprets its own data, and no business should be spending excessive amounts of time on admin in 2018. We are glad that our efforts to develop powerful machine learning algorithms have been recognized and look forward to continuing to work on our core mission, changing the face of business though AI.”

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