Back to your search

Introduction to client onboarding

Web Link
Check it out



Learning objectives

  • Take a look at the client onboarding resources that can help your client thrive with Xero
  • See the essential feature videos that can help your client get up to Xero speed in no time at all
  • Find out how to embed the videos with your own branding and website design

Course outline

    Check out this guide to using the client onboarding landing page and videos to get your clients up to Xero speed

Topics covered

  • Growth

More courses you might be interested in

3 Advisor CREDITS

Xero Monthly Product Update

In this webinar you will learn about the latest product updates and feature releases. View course

Live webinar - 30 MINUTES

5 Advisor CREDITS

End of Financial Year in Xero

Find out how you can get the year end process wrapped up in no time at all. View course

Self-paced learning - 45 MINUTES

40 Payroll CREDITS

Xero Payroll Certification (eLearning)

Learn how to set up your clients on Payroll in Xero, and show them how they can run pay runs, make adjustments, and reconcile and report on their payroll. View course

Self-paced learning - 3 HOURS 30 MINUTES

Still not what you're looking for?