Xero roadshows masterclass: Onboarding Workflow with XPM, Ignition, and FYI

Thursday | 7th December | 10am GMT

Is your client engagement and onboarding workflow as streamlined as it could be?

Join us in this session with Xero Practice Manager (XPM), FYI and Ignition, as well as Sam King from Thorne Widgery Chartered Accountants as they share a 'best in class' automated onboarding workflow.

In the session, we’ll be discussing:

• A high-level overview of your fellow accountant's tech-stack map and how they integrate Ignition, XPM, and FYI
• Key challenges & considerations to be aware of when implementing this technology
• How to approach the implementation and get your team bought into the process.
  
  

This session is all about the HOW and not just the WHAT. We’ll dig into what worked and what didn’t and answer any other questions you might have.