WEBINAR REPLAY
SET UP XBERT TO DELIVER QUALITY CLIENT WORK, THEN LET YOUR DATA POWER THE WORKFLOW.
A two-part, step-by-step series for UK firms. Follow along in your own account as Will and Carly set up XBert from first settings to reporting.
Watch both session replays. Fill in the form and we'll email you the links.
WATCH THE REPLAY
XBert Academy: From Setup to Seamless is a two-part, hands-on series designed to help UK bookkeepers and accountants set up XBert properly, alongside our experts.
Session one gets the foundations right: settings, users and roles, client groups, recurring templates and schedules, and the workboard. Session two builds on it with custom XBerts, automation, reporting and the insights that help you price your services.
Watch them in order and follow along on your own screen. By the end, your XBert account is configured, automated and ready to go.
What You'll Learn
Session 1: learn best practice for structuring your XBert account, and set up users, roles, client groups, statuses and your capacity framework.
Create recurring tasks for your core work, allocate tasks by role for accountability, and delegate with confidence.
Session 2: use custom XBerts to detect data risks early, and reduce manual admin with automation and rules.
Unlock analytics plus Practice and Client Insights to measure profitability, monitor team capacity and price your services accurately.
Meet the Team!
Carly Tang
Senior Account Manager, XBert
