XBert

Empowering you to make informed decisions and enhance the efficiency and profitability of your firm.

Overview: Clients Board

A powerful addition to the Client Area, providing you with quick snapshots to understand your firm's setup, efficiency, and client activity.

Overview: Client Insights

To streamline role management, we have introduced a separate Roles tab.

Overview: Roles

For viewing and managing settings for your Client files.

Overview: Client Settings

Simplifying the management and configuration of your accounting software integrations.

Overview: Client Connections

All details for your clients' plans in one place.

Overview: Client Plans

For organising and sorting clients by your own custom Client Group.

Overview: Client Groups

Troy Brown

Marsha Galicia

Soraya Brown

All the info for our new and improved Client Area 

Client Area

XBert.io

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