product-updateexpert-networkcpasbookkeepingtaxes
What's New in KiwiBooks: The Expert Network Goes Live
KiwiBooks Team
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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 — 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.

- 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
- Custom categories now support subaccounts, 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.
Get started
- Run a practice? Set up your profile and submit it for review.
- Business owner? Browse the directory to find a CPA or bookkeeper who already speaks your books.
Ready to simplify your bookkeeping?
Start your free trial today, no credit card required.
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