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How To: Complete Your Company Details
How To: Complete Your Company Details

Enter your company details and logo.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

Once you've signed up to XBert, enter the following Company Details to complete the setup of your trial account.

  1. Enter your Business or Company name. Then, select your company type.

  • Business = single business accounting file

  • Accounting Firm = business with multiple accounting files

Step 3. Your Role in the Business, or Skip.

If you are an Accounting Firm = a business with multiple accounting files.

Step 4. Select the number of employees

Step 5. Select the number of accounting files.

Step 6. Select accounting software to start syncing and auditing files, or sign up with Workflow only (you can add files later).

What's Next?

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