- Take a look at the power of Crunchboards and Xero.
- See what features are available to view client data in a different way.
- Use live Xero data along with non-financial data to create your own bespoke boards.
Whether you’re new to advising clients or a veteran, see how CrunchBoards can future-proof your practice with an all-in-one forecasting and reporting engine.
More courses you might be interested in
5 Advisor CREDITS
Quarterly Product Update
Keep up with Xero's latest product updates and feature releases with our quarterly product webinar. Join us on the first Wednesday of each quarter for a deep dive into new product releases and what’s on the roadmap in the next 90 days within core Xero. View course
Positioning Making Tax Digital (MTD) to your clients
Want to get ahead of the curve and prepare your clients (and your practice) for Making Tax Digital? Find out how to communicate the changes to your clients, so you can make sure they’re MTD ready with minimal fuss, well ahead of the deadline. View course