Ignition Pathway
Follow our path to success and become a master of Ignition
1. Fundamentals
Get started with Ignition by completing our Fundamentals course. This course provides and overview of the Ignition dashboard, clients and client records, and proposals.
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2. Creating a Proposal for an Individual Tax Return
Let us guide you through our best practice process to create a proposal for an individual tax return in its entirety. Here we cover every stage of the proposal building process including invoice syncing between Xero and XPM.
3. Creating a Proposal for a Business Client
Similar to our course for Creating a Proposal for an Individual Tax Return, this course guides students through creating a multi-service, multi-workflow proposal in its entirety.
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4. Building Workflows & Jobs
Learn how to streamline your operations with workflow automation to trigger the creation of jobs in XPM once a proposal has been accepted.
5. Customising Templates & Services
A robust and standardized library of templates can significantly enhance your efficiency. Learn how to create custom templates for your proposals, services, terms, emails, and messages to improve your workflow.
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