XBert – Workflow Management with XBert & XPM
The Xero Practice Manager (XPM) integration within XBert is a robust tool which helps deliver enhanced practice management and operational efficiency. By linking these two powerful platforms, firms can benefit from automated workflows, reduced manual data entry, and improved data accuracy. This integration supports streamlined management of tasks and clients by syncing information between XPM and XBert.
Lessons
CPD
Knowledge Checks
User
Course Curriculum