WizeHub Product Updates - January 2026

Описание: Welcome to the Wize Hub Product Updates for January 2026.

In this video, we walk you through the latest enhancements designed to simplify workflows, improve visibility, and make everyday actions faster across the platform, helping firms stay focused on execution with less friction.

What’s New & Improved
Task Management Kanban Board (New)
Visual drag and drop workflow to track task progress
Kanban is now the default view in Task Management
Easy toggle between Kanban and traditional list view
More intuitive way to manage workload and priorities

Client Portfolio Cleanup
Bulk delete clients in a few clicks
Faster removal of outdated data or preparation for new imports
Use filters by manager or class for precise cleanup

Budget & Capacity Plan Sync Improvements
Single consolidated “Refresh and Sync Teams” action
Automatically syncs new teams across all Fab 5 schedules
Eliminates the need to sync each schedule individually
Improves accuracy and saves time when planning capacity

We’re continually improving Wize Hub to support smoother execution, clearer planning, and more efficient operations across your firm.
Stay tuned for more updates coming soon.

#wizementoring #accountingsoftware #accountingpractice
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PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:

1.  Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard: https://wizescalescorecard.scoreapp.com/

2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here: https://thewizeway.com/wize-freedom-map

2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here: https://thewizeway.com/wizetalent-cta...

4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here: https://thewizeway.com/thankyou-cta


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