Welcome to XBert! We're excited to help you streamline your accounting processes and enhance your firm's efficiency. XBert offers a range of powerful features designed to provide you with valuable insights and simplify your workflow.
By following these simple steps, you'll be able to make the most out of your XBert experience and ensure that your firm operates smoothly and effectively. Let's get started!
Step 1: Connect Client Files
Add as many client files as you can—the more, the better! This allows XBert to provide comprehensive insights into your client data.
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Step 2: Invite Your Team to XBert
Get your team involved in using XBert by inviting them to join. Collaboration is key to maximising XBert’s potential.
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Step 3: Create and Customise Roles
Tailor role names to fit your practice and team structure. This personalisation ensures clarity and efficiency in task delegation.
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Step 4: Define Processes and Statuses
Customise your processes and statuses to match your daily operations. This ensures XBert aligns perfectly with your workflow.
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Step 5: Review Data Quality in Client Insights
Use the Client Insights section to get quick snapshots of your firm’s setup, efficiency, and client activity.
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Step 6: Resolve XBerts Found in Client Files
Address any alerts directly within XBert using the Auto Resolve button, if supported.
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Step 7: Build Out Your Client Role Board
Assign roles for a smooth workflow and delegate tasks effectively.
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Get Started in No Time!
[✓] I have connected my Client Files.
[✓] I have invited my team members.
[✓] I have customised Roles for my practice.
[✓] I have set up Processes and Statuses.
[✓] I have reviewed the Data Quality of my Client Files in Client Insights.
[✓] I have resolved the XBerts in my Client Files.
[✓] I have built out my Client Role board.