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What's New in KiwiBooks: The Expert Network Goes Live

KiwiBooks Team
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What's New in KiwiBooks: The Expert Network Goes Live

Here's what's new in KiwiBooks.

The Expert Network

CPAs and bookkeepers on KiwiBooks now get a public profile and a directory where clients can find them.

  • Your profile lives at kiwibooks.ai/experts/your-name with your photo, practice logo, specialties, industries, location, and how to reach you (email, phone, a Share button, and your own links).
  • Clients can browse everyone in the /experts directory.
  • Keep a personal photo and a practice logo. The logo sits in your profile header and fits any shape, square or wide.

A public KiwiBooks expert profile

  • Submit your profile for review; once it's approved it goes live. If something needs a change, you'll see exactly what to fix and can resubmit.
  • The editor opens pre-filled, checks your custom link is available before you save, and always shows your status: draft, pending, published, or changes requested.

For CPA practices

  • Open your own practice in KiwiBooks, your firm's books, kept separate from your clients, on a 30-day free trial.
  • It opens in the full (advanced) view from the start.

Onboarding & everyday workflow

  • The "Get more from KiwiBooks" checklist now shows your top steps with a progress counter and a "Show more" toggle, so setup feels lighter.
  • Creating a transaction when you only have Personal Finance set up now prompts you to add your first business.
  • Products & Services can be filtered by business.
  • A contact can be more than one type at once, a client and a vendor, and the row actions menu opens cleanly over the table.

Chart of Accounts & taxes

  • Every tax line has a plain-English description, and the menu covers 1065, 1120, and 1120-S returns alongside Schedule C, E, and F.
  • The year-end tax export adds a Mileage Log and a Substantiation Report.

Reliability

  • Profile photo and logo uploads work reliably.
  • The app stays fast under load, and updates no longer interrupt a tab you've left open.

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