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XERO PARTNER EDITION: COLLABORATE & AUTOMATE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 22, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Join the Xero Education Team and Xero Partner, Jay Kimelman of The Digital CPA, as we take an in-depth look at Xero Partner Edition and our tax program export functionality. Extend those efficiency gains from Xero to your tax workflow. You’ll learn how to quickly set up and collaborate with clients, assign them to staff, organize your practice, billing and much more.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jay Kimelman, CPA, CITP

The Digital CPA
Founder and Chief Accounting Officer
jay@thedigitalcpa.com
(407) 900-6713

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Jay is the Founder and Chief Accounting Officer of The Digital CPA and has been a CFO, a CIO and a business owner of his own manufacturing firm. For businesses to survive and thrive, they must master the back office and Jay believes Xero is the vehicle to make that happen. Every day, Jay is instrumental in adding value and simplicity to the lives of business owners through streamlining processes, illuminating cash flow, and integrating their technology to prevent unnecessary data entry and busy work. Jay's passion going forward is help other CPA firms utilize Xero technology to help themselves and their clients do beautiful business!

About Our Sponsor

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Xero is beautiful, easy-to-use online accounting software for practices and their clients. The company has over 700,000 subscribers in more than 180 countries. Xero seamlessly integrates with over 500 third-party tools, including solutions for CRM, point-of-sale, time tracking, eCommerce, inventory and more. Xero also provides dedicated resources to its valued Partners, such as free practice software, easy client conversion tools, free 24/7 support, ongoing educational sessions, a dedicated account manager, and marketing assistance to name a few. It’s no wonder Xero has ranked No. 1 by Forbes as the World's Most Innovative Growth Company for two years running. To get started on your Xero journey, please visit xero.com/us/partners.