1. Broadcast Email & Banner

Send targeted, email broadcasts to your clients and publish live banners on the client portal — both set up right from the Client Contacts tab. Reach the right audience without leaving your workflow.

2. Bookkeeping Dashboard – Bank Balance & QB Balance

The Bookkeeping Dashboard now shows Bank Balance, QB Balance, and Last Updated columns, pulled in via the QBO browser extension. See balance health for every client at a glance.

3. Clearing Account Review – Expanded Matching

Clearing Account Review now matches one-to-many, many-to-one, and many-to-many transactions, and supports Bill.com clearing accounts alongside merchant processors like MX Merchant and Stripe. Fewer manual reconciliations, more accounts covered.

4. Balance Sheet by Class and by Location

The Balance Sheet report now supports Class and Location breakdowns for QBO-connected clients, mirroring the existing P&L view, in both the Financial Review and Publish Reports. Get the same granular visibility you already have on your P&L, now on your Balance Sheet.

5. Email Integration

Connect your Gmail or Outlook inbox at the firm level, create personal or shared inboxes, and turn any email into a task, attach it to a project, or tag a colleague internally — all without leaving Xenett. Client-related emails automatically surface inside each client's dashboard.

6. Drive Integration

Connect Google Drive or OneDrive/SharePoint at the firm level, map each client's folder, and get two-way sync — view, upload, and attach files to tasks directly from your connected drive. No more switching tabs to find a client file.

7. Detailed Question Summary in Client Notification Emails

Client notification emails now include a snapshot of open questions and W9 requests using the new @questiondetails merge tag, showing up to 5 items with a link to the portal for the rest. Clients see what's pending before they even log in.

1. Project Roles

Xenett now supports flexible role assignment at the project level. Replace the fixed Manager field with firm-defined roles like Bookkeeper, Reviewer, and Preparer.

2. Project Budget

Set user-wise budgets at the project level and track them as work progresses. The project budget rolls up from each user's budget, giving you a clear view of budget status across the project.

3. Client Upload Log

Track every file action your client takes in the Upload Inbox. The activity log shows uploads, deletes, and renames

4. Question Recurrence Start Date

The question recurrence modal now includes a Start From date field and a live Recurrence Preview showing the next two scheduled dates.

5. Client Contacts Tab

A new Client Contacts tab on the Client List page gives you a firm-wide view of all client contacts across every client. Add, edit, or delete contacts in one place

Close Dashboard

A new firm-wide dashboard giving you a real-time view of close health across all clients. Track overdue clients, clients at risk of delay, repeat delay patterns, close status distribution, and average close time — filterable by month, customisable per firm, and exportable to Excel. Watch video

Close Overview

A firm-level table showing close status for all clients across the last 6 periods in one view. Add client properties as columns, reorder, sort, filter, and export — giving you a complete historical snapshot without opening individual clients. Watch video

Bookkeeping Dashboard

A new view under Firm Level Insights showing bank feed and reconciliation status for every bank account across your connected QBO client files. Powered by the Xenett browser extension, with live search, Excel export, and per-console last-updated timestamps. Watch video

1. Task Transfer

Transfer all tasks from one assignee to another directly from the firm level — with the option to include future recurring tasks. Ideal for when a team member is transitioning out.

2. Clearing Accounts Review – Now Includes Payroll Clearing

Clearing Accounts Review now supports payroll clearing accounts alongside merchant/POS. Xenett automatically matches transactions, identifies what's clearing in the next period, and flags unmatched items — so you always know exactly what makes up your ending balance.

1. Duplicate Entries – Year-to-Date (YTD) View

A new configuration in the Duplicate Entries review point now shows transactions YTD, helping you easily identify missed or rolling-forward duplicates from prior months.

2. Enhanced Task Creation Experience

Create tasks faster with a simplified, search-driven workflow that auto-suggests Review Points and GL accounts as you type, while also allowing quick creation of custom review points without switching between tabs.

3. 1099 Threshold Limit Update

The 1099 threshold limit has been updated in line with the latest changes effective from 2026, helping you track vendors more accurately and stay compliant with year-end reporting requirements.

4. Two-Factor Authentication (Authenticator App)

We’ve introduced an additional 2FA method using authenticator apps (e.g., Google or Microsoft Authenticator), giving you a more reliable way to securely log in even if email OTPs are delayed or not received.

Entry Checklist Review Point

A new review point that helps you stay on top of recurring journal entries by comparing expected entries with actual postings. You can quickly identify missing or extra entries and seamlessly switch to trend analysis for deeper visibility into patterns over time.

Clearing Account Review Point

A new review point designed specifically for clearing accounts. Transactions are automatically grouped into opening differences, next-month clearings, and unmatched transactions, making it easier to identify issues and resolve balances efficiently.

Centralized Login (SSO)

Xenett now supports centralized login using Google or Microsoft accounts. This enables secure, single sign-on access across your firm, reducing login friction while maintaining strong security controls.

Task Recurrence Preview

Task recurrence has been enhanced with a preview option. You can now set a start date for one-time project tasks and instantly view upcoming recurrences, giving you clearer visibility into future task schedules before they’re created.

Review Payroll Expense – New Review Point

A new review point that automates payroll accrual tracking. By mapping your Accrual and Expense accounts, Xenett will detect payroll-related journal entries from QuickBooks or Xero and generate the required monthly accrual and reversal entries automatically.

Custom Fields – New 1099 Tab

Custom Fields has been expanded with a dedicated 1099 Fields tab. You can now manage fields specific to the 1099 module, use the new yearly reset option, and quickly filter or export the data you need without affecting your main client properties.

Two-Factor Authentication (2FA)

Client Portal now supports email-based OTP verification. Each login requires a one-time password sent to the user’s email, adding an extra layer of security. Devices verified once remain trusted for 30 days, ensuring smooth ongoing access.

Manage User – New Permissions Tab

A new Permissions tab allows you to control staff access to key modules. You can now enable or restrict visibility of the Template Module and the ability to edit Client Properties for each user, helping you fine-tune internal access based on roles.

Time Tracking – Manual Entry & Auto Timer

Time Tracking now offers flexible logging through manual time entry or an automatic timer. Users can record duration or start–end time, or run a live timer that continues until stopped and automatically adds the entry to the Time Log.