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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 3 months ago

Once you've signed up for XBert,  enter the following company details to complete the setup of your trial account.

  1. Enter your Business or Company name and the country you're in.

    Then, select your company type.

    • Business = single business accounting file

    • Accounting Firm = business with multiple accounting files

2. Type in the best number to reach you on.

3. Select your role in the Business, or Skip.

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

4. Select the number of employees.

5. Select the number of clients you manage.

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


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