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      Practice Management Training Webinar

      Contents

      • 0:00 Connecting the Xero Practice Manager (XPM) Add-on
        • 1:00 No access to connect accounts or Authorise 3rd Party Full Access privilege
      • 2:15 Connecting the APS Software Add-on
      • 3:08 Import Client Profiles
      • 4:29 Connecting Existing Clients (Companies / Trusts)
      • 6:02 Connecting Existing Clients (Individuals)