Ignition - Fundamentals
Eliminate the friction by sending your clients a single smart proposal they can read, sign and pay for in one place. Ignition powers this process to enhance your client experience.
Welcome to Getting Started with Ignition
In this Course
The Dashboard
The Dashboard
The Ignition Dashboard - Knowledge Check
Creating a Client
Creating a Client
Clients - Knowledge Check
Client Record
Client Record
Client Records - Knowledge Check
Creating a Proposal
Creating a Proposal
Proposals - Knowledge Check
Client Experience
Client Experience
Proposals - The Client Experience - Knowledge Check
Ignition allows your team to create proposals for an individual tax return that can automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.
Free
Ignition allows your team to create business proposals containing multiple services that can be split into individual projects to automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.
Free
The power of Ignition is the automation and connection to your job management system. Learn how to create proposals and deploy jobs into your practice management system.
Free
Efficiency is gained by having a robust and standardised service library. Learn how to customise your services, engagement terms and proposal templates.
Free