Tech News: Becker releases 'Industry Libraries'

CPA education company Becker has launched a collection of industry-specific resources to provide guidance for enterprises and accounting and finance professionals. The libraries of CPE materials so far include resources for real estate, health care and banking, with others to be added later this year, including pharmaceuticals. Once enrolled in an Industry Library, users will first study key industry-wide areas and then dive into more advanced industry-specific issues and topics taught by instructors with decades of experience in their fields.

Chargebee, a subscription management platform, announced a slate of new products and features for its 2022 summer release. The showpiece is Chargebee Retention, which enables businesses to customize cancellation experiences with offers geared toward continuing the customer relationship and allowing businesses to test personalized retention-magnet strategies to minimize voluntary churn and strengthen customer lifetime value. The release also includes Chargebee Receivables, formerly numberz, which allows automation of the accounts receivables workflow and process from purchase to payment. Users can proactively engage with customers before predicted payment failures to minimize involuntary churn and increase customer retention. There is also Chargebee Entitlements, which enables businesses to “value-test” and experiment with different packaging and pricing options, and control new feature launches with rollouts to small subsets of customers.

Canopy added new workflow automation features to its practice management software. Users can set automated rules for tasks based on conditions and the desired action. They can choose to assign a team member a specific task directly after a previous subtask has been marked as complete, so staff only see tasks they are able to work on. Users can stay up to speed on projects or tasks they are involved in, when the status changes or date milestones are reached. The updates offer more audit capabilities specific to customized dates — including engagement letter signed date, e-file date, billed and paid dates, etc. — to be outlined in templates.