06/11/2025
I've been using this Work Board view to keep track of day-to-day tasks, both mine, and my teams as well.
I meet with my VA on a weekly basis, and it is so simple now to view, update and manage dates and capacity as needed.
If you haven't seen this in XBert yet, it is worth checking out!
ABN Partners 🤝 XBert
One dashboard to rule them all: XBert launches new Kanban Board for bookkeepers!
Australian Bookkeepers Network (ABN) partner and Australian-founded software company XBert has unveiled one of its most significant updates to date — a new Kanban Board that unites data quality, workflow, and capacity and practice management in one real-time, intelligent dashboard.
The launch marks a major leap for the rapidly growing platform, which has become a go-to system for bookkeepers and accountants looking to streamline work, meet new compliance obligations, and strengthen profitability through smarter automation.
“Practice owners are all looking for ways to find work-life balance but often struggle to see how that can coincide with profit growth and the chance to do more exciting things with their practice,” said Cassandra Scott, Practice Specialist with XBert and former ABA Board Member.
“After so many years in practice, I’m genuinely excited and proud to partner with this Australian-founded software company at an industry turning point that helps bookkeepers overcome those challenges.”
Derived from the Japanese term for a visual signalling system, the Kanban Board allows team members to instantly see the status of every piece of work — whether bookkeeping tasks or management-level oversight. Tasks can be prioritised, reassigned and tracked through drag-and-drop simplicity, helping practice owners balance workloads, visualise capacity, and reduce rework.
Cassandra says the tool is a timely response to mounting pressures on the bookkeeping industry.
“We’re an ageing industry, and technology is moving fast,” said Cassandra. “At the same time, compliance expectations under the new QMS regime are becoming stricter, and we don’t have enough people to meet demand. This tool is a wonderful way to help practices do more with less.”
Read more here: https://austbook.net/news/one-dashboard-to-rule-them-all-xbert-launches-new-kanban-board-for-bookkeepers