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Using Workpapers in your practice - 3. Completing your work

Self-paced learning
Launch course

1 Advisor credit

Free

20 MINUTES

Learning objectives

You will learn how to review and approve workpapers, customize and send letters to your clients, and export and archive completed workpapers.

Course outline

    • Review and approve workpapers
    • Export & archive a workpaper pack
    • Send a management letter
    • Export & archive a workpaper pack

Pre-course preparations

Prior to taking this video series, we recommend you take "Xero Essentials" and complete the first two videos in this series.

Topics covered

  • Settings
  • Workpapers

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