WEBINAR REPLAY
SET UP XBERT RIGHT, THEN TURN IT INTO BETTER CLIENT SERVICE.
A four-part Lunch & Learn series for bookkeepers and accountants: set up XBert for your firm, delegate with confidence, automate recurring work and spot client risks early.
Watch the replay. Fill in the form and we'll email you the link.
WATCH THE REPLAY
XBert Academy: From Setup to Service is a four-part Lunch & Learn series that helps bookkeepers and accountants set XBert up properly and use it every day.
Session 1 covers setting XBert up right from day one, with roles, permissions and task statuses that suit your firm. Session 2 tracks team progress with permission-based task allocation. Session 3 automates recurring work and sets up customised workflows for EOFY and beyond. Session 4 tracks client health and uses Custom XBerts to spot risks early.
Watch them in order, or start with the session your firm needs most.
What You'll Learn
Configure your workspace for control and consistency.
Empower your team and delegate with confidence.
Automate recurring work for efficiency and growth.
Deliver proactive, insights-driven client service.
Meet the Hosts!
Pam Taylor
Owner, Greenspace Bookkeeping
Cam Anderson
General Manager, XBert
Cassandra Scott
Industry Specialist, XBert
Alex Allen
Sales Manager, XBert
Sunniva Andersen
Customer Success, XBert
