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Client profiling & segmentation

Self-paced learning
Launch course

10 Migration credits

Free

Learning objectives

In this course you will learn;

  • The benefits of profiling and segmenting your clients
  • How to extract your client data for existing systems
  • What tools are available from Xero to help profile your clients
  • Building a segmentation sheet ready for MTD
  • Taking a targeted approach to Xero migration in readiness for MTD

Course outline

    Watch this short video and pass the assessment to complete this course. This course forms part of Xero's Making Tax Digital (MTD) learning journey.

Topics covered

  • Conversion

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