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!

Add as many client files as you can—the more, the better! This allows XBert to provide comprehensive insights into your client data.

Get your team involved in using XBert by inviting them to join. Collaboration is key to maximizing XBert’s potential.

Tailor role names to fit your practice and team structure. This personalization ensures clarity and efficiency in task delegation.

Customize your processes and statuses to match your daily operations. This ensures XBert aligns perfectly with your workflow.

Use the Client Insights section to get quick snapshots of your firm’s setup, efficiency, and client activity.

Address any alerts directly within XBert using the Auto Resolve button, if supported.

Assign roles for a smooth workflow and delegate tasks effectively.

[✓] I have connected my Client Files.

[✓] I have invited my team members.

[✓] I have customized 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.