Recorded

1 x CPD point

Your systems are only as good as the way your team uses them. 

This session shows how to get more efficiency - and fewer headaches - by improving how your staff use XPM notes, task reminders, and tags in real-world jobs. Plus, we’ll show how ChatGPT can support your workflow with simple prompts that draft clear instructions, follow-ups, and staff-facing content. 

You’ll learn: 

✅ When to use notes, comments, or job descriptions (and how to make them readable) 

✅ Smart ways to use tags to flag workflow stages, team actions, and bottlenecks 

✅ How to create reliable task reminders that your team actually notices and follows 

✅ Real ChatGPT prompts to generate task summaries, job handovers, and training blurbs 

✅ Live examples of what good vs poor XPM documentation looks like 

✅ How to improve accountability without micromanaging 

If your team keeps asking the same questions — or missing steps — this webinar will help you clean it up once and for all. 

👥 Who It’s For: 

• Practice managers and team leaders 
• Admins and junior staff still learning XPM 
• Firms wanting consistency without complexity. 

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.