Our knowledge
Expert advice, tips and the latest news for the world of accountancy and small business.
How to foster strong client relationships
Building and maintaining strong client relationships is essential in accounting. Here are some strategies for fostering stronger relationships.
How to submit award winning award entries
Submitting an entry for an award can be both exciting and daunting. However, the ambition is universal: to win. Success can provide not just accolades but also a platform for further opportunities.
In this blog, we go through what you should consider when submitting an award entry and how to maximise the possibility of your success.
The role of AI in modern accounting
AI has transformed numerous industries, with accounting being no exception. Explore with us the role of AI in modern accounting.
Spring Budget 2024: How to use your report
Our Spring Budget 2024 sums up all the key announcements from 6 March. Find out how to make the most of it – on your website, over email or a printout.
Removing publications
To remove a publication, hover over the title of the publication and click the red Bin button.
Adding publications
To add a publication, login to the back end of your website and click on Publications on the left-hand side. At the top of the screen, click on Add New. Add a title, cover image, and publication file. Optional fields include ‘About’, document type, and topic. Once...
What are publications?
Publications can be used in a variety of ways. This module can be used to publish downloadable, long-form content such as eBooks, guides or longer blog-style articles, and is usually in PDF form. The key distinction between blog posts and publications is that...
Removing staff profiles
To remove a staff profile, click Staff Profiles on the left, hover over the profile you want to delete, and click Bin. To retrieve a deleted profile, click on Bin at the top of the list.
Reordering your staff profiles
To change the order in which your staff profiles appear, go to the front end of your Team Page and open the Visual Builder. Scroll down to the section where the profiles appear. Click on the grey box for the staff profiles and click on the cog icon in the menu that...
Staff profiles: what they are, how to edit them, and how to add new profiles
Staff profiles are a great way to showcase your employees and share professional or personal information that your clients may want to know. To manage your staff profiles, log in to the site's back end and click Staff Profiles. To add a new profile, click Add New at...
Removing page links from your menu
To remove a page link from your menu, click Appearance, then Menus. Select the menu you want to edit from the dropdown, and click on the arrow next to the page you want to remove. Then click on the red text that says Remove and click Save Menu.
Adding custom links to external websites
To add a link within your menu to an external page, you’ll need to do the following: Click Appearance, then Menus. Under ‘Add Menu Items’, expand the ‘Custom Links’ section.  Add the URL and the Link Text, and click Add to Menu. Drag and drop where you want the link...
Adding pages to your menu
To add a page to your main navigation, log in to the back end of your site and click on Appearance in the left side menu. Then click on Menus beneath Appearance. Select Main (Primary Menu) from the drop-down list, and click Select. Under Pages, tick the boxes next to...
Help! I’ve accidentally deleted a page
If you’ve accidentally deleted a page, you can retrieve it by clicking Bin at the top of the Pages page. Then, hover over the title of the page you want to bring back, and click Restore.
The complete guide to websites for accountants
Updated edition for 2022 and beyond
Everything you need to know to get the right website to help your accountancy firm meet its business and marketing goals, achieve maximum return on investment, and stand out in the accountancy marketplace.
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