Back to your search

Introduction to the Xero Partner Program

Live webinar

Free

30 MINUTES

Learning objectives

Introductory course to explore the Xero Partner Program and software provided as a benefit. This quick overview will provide essential tools for your practice to excel as a Xero Partner.

Course outline

    The Introduction to Xero HQ covers:
    • Setting up Alerts for your client base
    • Accessing Free Practice Org & Demo Company
    • How to add and access Xero and non-Xero clients
    • How to add Staff to Xero HQ
    • How to communicate directly with your clients through Xero Ask
    • Accessing management report templates
    • Accessing a snapshot of our your clients Industries, Apps and Banks
    • How to access support in Xero
    • Certification and other Education Tools
    • Benefits of the partner program

Topics covered

  • Xero HQ
Register for a course

More courses you might be interested in

3 Advisor CREDITS

Elevate your practice to the cloud: Part one

It’s the perfect time of year to start planning your practice’s move to Xero. This three-part series of Xero Now aims to take you on that journey, and this month, we’re focusing on how to get the ball rolling in your firm. First up, we have advice from the Partner team on how to make those important decisions about what’s right for your practice and your clients. Special guest Alf Magnano from CP Partners also joins us to share some great insights about how his firm made the change. View course

Self-paced learning

3 Advisor CREDITS

Monthly Product Updates

We frequently deliver great new features and we really want you to know about them, how to use them and the best way to incorporate them into your workflow. Join us each month to find out what the new releases are in Xero. View course

Self-paced learning

Still not what you're looking for?