Rob Cameron, CEO of FYI, and Patrick Frigo, Practice App Specialist at Xero, provide a strategic perspective on moving your practice to the cloud.
Watch this webinar to learn:
What makes the combination of Xero and apps like FYI more powerful than traditional desktop products
What's involved in taking your practice online, including migration of key documents
Why FYI's unique blend of document management and automation is a game-changer for accountants
How recent enhancements to XPM can make a significant impact on practice reporting, and more
The following resources were mentioned during the webinar:
Including a strategic perspective on some of the challenges practices face when moving to the cloud, and ten reasons why the real decision is not if to take your practice online, but when.
View the slides here
Video Case Study
Hear first-hand from Sam Horsman, Principal at PJS Financial on how they successfully transitioned to the cloud with XPM and FYI.
Watch the video here
Use these to help plan your transition to the cloud.
Download Xero’s Ultimate Guide to Changing your Practice Management Software here.
Refer also to The Onboarding Process.
Please reach out to our support team if you have any questions.