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Using Workpapers in your Practice

Self-paced learning
Launch course

3 Advisor credits

Free

30 MINUTES

Learning objectives

  • Take a look around and become familiar with the navigation of Xero Workpapers
  • See how easy it is to create & complete your own Workpaper pack
  • Set up and use the Client Portal, making online collaboration easy

Course outline

    Xero Workpapers can be an effective tool in your Practice to help streamline the year end process, as well as collaborate online with your clients. Find out how you can introduce this to your own workflow and save on that all important time.

Topics covered

  • Workpapers

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