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Outline

Watch this if you are:

  • An accountant or bookkeeper who is on the Xero Partner Program and wants to get an introduction into our Xero suite of practice tools, and how they work effectively together.

Watch this to learn about:

  • Xero HQ and Xero Ask to request information from your clients

  • The basics of Xero Practice Manager and the new Job Manager

  • The benefits of using Report Templates

  • How to create tax returns in Xero Tax (AU)

  • Adding documents to document packs to get signed off (AU/NZ)