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Working with clients

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Learn how Xero helps you collaborate better with clients.

7 results returned
  • Explore Hubdoc

    Find out how Hubdoc can help automate document collection and data entry into Xero by automatically extracting key information from invoices and bills.

    • Duration 5m
    • Rating 4.7
  • Helping your clients choose Xero with confidence - US & CA

    For accountants and bookkeepers in the US & Canada. Trying to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and...

    • Event
    • Duration 1h
  • Turning insights into action with Xero - US & CA

    For accountants, bookkeepers, and small businesses in the US & CA. Looking to interpret financial data for your business or clients but not sure where to start? This webinar will guide you through key reports and the "Xero Analytics" tool...

    • Event
    • Duration 45m
  • Unleashing invoice & bill entry with Xero - US & CA

    For accountants, bookkeepers, and small businesses in the US & Canada. Discover the full power of Xero’s automation tools and AI features to save time, reduce errors, and gain better financial control. Whether you're new to Xero or looking to...

    • Event
    • Duration 1h
  • Bank reconciliation made easy with Xero - US & CA

    For accountants and bookkeepers in the US & Canada. Reconciliation just got a whole lot easier! In this session we'll dive into streamlining your process from start to finish, showcasing bulk reconciliation tools, closing your reconciliation periods, and so much...

    • Event
    • Duration 1h