WEBINAR REPLAY 

XBert Academy: From Setup to Seamless is a hands-on series for bookkeepers and accountants who want their XBert account set up properly, not just switched on.

Each session walks through core setup actions, from getting your account structure right to building recurring workflows and understanding your data. Watch them in order and follow along in your own account, so by the end your XBert is configured, automated and ready to go.

Industry specialist and former bookkeeping practice owner Cass Scott is joined by the XBert customer success team to show how practices set it up, and the small steps up front that make everything easier down the track.

What You'll Learn

Session 1, set up XBert right from day one: account structure, users, roles, client groups, statuses and a capacity framework to plan and monitor workload.

Session 2, deliver high quality client work: recurring tasks with client notes, role-based task allocation, and delegating with confidence.

Session 3, power up your workflow: data quality alerts, custom XBerts that spot data risks early, and rules that cut manual admin.

Session 4, delve deep into the data: analytics plus Practice and Client Insights to measure profitability and price your services accurately.