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Xero Workpapers Series - Using Workpapers in your Practice

Self-paced learning
Launch course

3 Advisor credits

Free

17 MINUTES

Learning objectives

  • Learn about using Xero Workpapers with your clients
  • Hear about where you can get additional assistance with using Xero Workpapers if you need it

Course outline

    • Getting started with workpapers
    • Doing your work within workpapers, and
    • Completing your work and undertaking reviews

Topics covered

  • Practice Manager
  • Workpapers
  • Growth

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