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

Essential Checks for Payroll Year End

Ensure that the payroll Year end runs as smoothly as possible by joining us on our webinar View course

Live webinar - 1 HOUR

Move clients to Xero with AutoEntry

Discover how Xero and AutoEntry can help transform the way you work by moving your spreadsheet and VAT clients online. Learn how to automate the whole workflow from the collection of client data, to processing your quarterly and annual reports. View course

Live webinar - 1 HOUR

Still not what you're looking for?