With tax season in full swing, we’re keeping this month’s update short and focused.

In this edition, we’re sharing a few quick insights to help make the busy period a little smoother. From how firms are simplifying AP and AR workflows, to key stats on how AI is improving finance efficiency, plus a short guide on what keeps clients coming back to your firm long after tax season ends.

Feature spotlight: The Forwardly Business Network

Most businesses still run their finances on documents: PDFs, emails, manual data entry, and a lot of chasing. The Forwardly Business Network (FBN) replaces all of that by connecting your accounting system directly to your counterparties', so invoices, bills, payments, and remittance data move automatically between platforms with zero rekeying.

• Invoices and bills sync directly between accounting systems, no PDFs, no manual entry

• Rich remittance data flows into your AP and AR workflows automatically

• Payment status updates in real time for both sides of every transaction

• Banking details are stored once and used securely across the network

• Works across QuickBooks Online, Xero, Sage Intacct, Oracle NetSuite, Microsoft Dynamics, and more

If you support multi-location restaurants, franchises, or legal services firms that require separate books for escrow and operations, this can make your operations touchless. You can also bring all your suppliers onto the network to completely automate your workflows.

Book a consult →

What Keeps Clients Coming Back (and Referring Friends)?

Keeping clients happy isn’t just about getting the work done; it’s about making their experience effortless, reliable, and valuable.

Turn clients into loyal fans in 4 steps:

• Automate routine tasks with AP/AR tools so clients get faster, error-free service

• Spot issues before they become problems

• Advise before they even know they need it

• Keep clients in the loop with clear, simple communication

Get the guide →

Next certification training: April session

Want to get more out of Forwardly and bring even more value to your clients?

Our Forwardly Certification sessions are designed to help accountants and firms get the most from the Forwardly platform and turn product knowledge into real impact for their clients. We run these sessions regularly, so you can join whenever the next one fits your schedule.

Wednesday, April 8th, 2026
10:00 AM PT | 1:00 PM ET

Register for the training →

AR efficiency & AI: Key stats to know

Late payments and manual follow-ups still cost businesses hours every week. Teams using automation report faster invoice processing, more on-time payments, fewer errors, and streamlined cash flow.

AI-powered AR workflows aren’t just saving time, but also turning accounts receivable into a strategic tool for smarter, more proactive accounting.

Read the full stats →

A 5-minute workflow fix for busy firms

When things get hectic, small process changes can save a surprising amount of time. Here’s a quick workflow fix many firms are using:

1. Route supplier bills into a single shared inbox

2. Set simple approval rules to avoid constant follow-ups

3. Keep payment status visible so everyone knows what’s pending

4. Automate recurring tasks wherever possible

Even small workflow tweaks can remove a lot of back-and-forth during the busiest weeks.

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