Xero Roadshow 2018: The road to digital accountancy

Get up to speed with digital accountancy and learn how the latest innovations can drive efficiency for your practice and clients ahead of Making Tax Digital.

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Xero Roadshow UK Agenda

Registration at 9:00 with a 10:00am start

 

Welcome

 

UK state of the nation

 

Our product vision

 

11:10 Morning tea

 

Unlocking client services using Xero HQ and practice apps

Discover how Xero HQ makes working with your clients easier, with greater insights and easier information gathering. We'll dive deep into how you can use Activity feeds and Explorer to stay up to date with your client needs, and brand new Ask functionality for requesting the information you need. You'll learn everything you need to do know about our suite of HQ practice app partners, with real life examples of how you can make the most of your HQ experience.

 

12:30 Lunch

 

Product deep dive: Managing projects, people and expenses

We'll take you on a deep dive into Xero, highlighting how you and your clients can use Xero's latest features to change the way you manage projects, expenses, CIS and payroll.

 

Marketing as a Xero partner

It doesn’t matter if you run an accounting firm or a software business; marketing is a critical part of any organisation. In this session, the marketing team at Xero will show you how to attract your clients to online accounting. We’ll also take a closer look at the advisor directory, showing you how to best use it to find new clients.

 

15:00 Afternoon tea

 

Migration, conversion and onboarding

For the Xero champions in your practice, learn how to become an expert on migrating large numbers of clients to Xero including choosing the right pricing plans, the best timing for migration, what data to convert and more.

 

Panel: The journey to a thriving digital practice

Hear firsthand from Xero partners that've taken the digital practice journey – from trials to triumphs and everything in between.

 

16:20 Close