ROADSHOW IN REVIEW

We were thrilled to see you at our remote roadshows

It’s always great connecting with our beautiful community and providing you with the tools to help your practice accelerate with Xero.

Here are some key takeaways to help you build off what you learned.

Our top three next steps

1

Access the content we covered during the event

Explore the key phases covered in “Xero Roadshow: Accelerate” in order to help you start to build OR refine your onboarding process.

Download content
2

Speak with your account manager

Your account manager can help your firm accelerate with Xero.

If you are not already a Xero partner, there’s no better time to join the partner program  - where you will get an account manager to help you on your digital journey.

Become a partner
2

Take your Xero learning to another level

Stay in the know with our upcoming webinars.

Upcoming webinars

Harnessing Hubdoc and Xero as one

Explore the benefits of Xero and Hubdoc working as one and the changes set to make the process more seamless still.

1

Partner guide to using Hubdoc

Check out this guide for tips and materials to help you get your clients up and running on Hubdoc.

See partner guide
3

Set up Hubdoc - online course

Complete the initial set up so you can start working with documents and posting to Xero.

Learn how to set up
2

Managing business transactions with Hubdoc (webinar)

Learn about the automation that can be achieved by using Xero and Hubdoc together. Understand the difference between Hubdoc, Xero expenses and files, and how you earn partner points.

Learn more

More from Xero Canada

ctc

New features for Canada

We're excited to announce new features for Canada including billing in CAD, provincial returns, and Canada chart of accounts templates!

Learn more
covid

Business continuity hub

Check out our business continuity hub for resources to keep your business running smoothly and hear from other Xero customers.

Learn more

Becoming the architect of your own platform

Add to your digital stack and service offering by exploring how you can connect cloud solutions and finweb features to answer specific customer needs and run a unique, integrated digital practice.

advisory

Offer app advisory services - online course

App advisory helps you to enhance your high-value advisory services to your clients. Whether you’re brand new to app advisory, or you’ve been doing it for a while, this course will help you maximise value for your clients and your practice.

Learn more
professional

App advisory: professional services - online course

Become an expert in providing app advice to professional service businesses using Xero. Complete the programme, add three or more professional services clients and attach one or more industry apps for the badge to display on your advisor directory.

Learn more
trade

App advisory: trade & construction - online course

Become an expert in providing app advice to trade and construction businesses using Xero. Complete the programme, add three or more trade and construction clients, and attach one or more industry apps for the badge to display on your advisor directory.

Learn more
retail

App advisory: retail & e-commerce - online course

Deepen your industry knowledge and learn how to match the needs of your retail and e-commerce clients with the right app so they can optimise sales and operational performance in their business.

Learn more
cash flow

App advisory: cash flow - online course

Learn how to provide cash flow app advisory services to grow a trusted advisor relationship with your clients and increase revenue opportunities.

Learn more

Shout out to our lovely roadshow sponsors