Over the next 30 days, we will ensure you get all the help, hints, tips and tricks you need to use XBert to help you achieve your business goals.
Starting your day with XBert will help:
· Smooth out your month-end
· Get your non-billable hours back
· Increase accuracy in the work
· Give you complete confidence the numbers are correct for your clients.
What you’ll learn:
· How you can understand the quality of your work - and your teams work, as well as the quality of your files.
· How to set up your templates and workflows to understand where your team is at, and have complete visibility over your practice at any given time.
· How to use our Health Checks to engage with clients while you’re onboarding or if you’re looking to build your business and advisory services.
· Go deep into our how analytics will help you understand the behaviour of your clients, uncovering insights for onboarding, billing and much more.
Get ready to be showered with XBert love – our Customer Success Team is here to answer any questions and help through the process. We pride ourselves on being a user-led product and love working closely with you as you navigate your XBert journey.
If you’re committed to working smarter in your practice then you’re in the right place. Invest your time during these 30 days to ensure XBert is working to its full capacity for you, and you’ll wonder how you ever managed without it.