If you’ve been growing your Xero client base to the point where you’re a Silver Partner then you are ready to pick up on the free Practice Manager tools that Xero has to offer. You may be flipping your entire client base to Xero, or perhaps you still need to work with other software on the client side.
Never fear, Xero has a dedicated team and implementation partners (depending where you are in the world) that provide project management, full implementation and data conversion services, and onsite or remote training. To name a few, we are very capable of converting data from systems such as MYOB AO, MYOB AE/Viztopia, APS, Iris, Sage and CCH IFirm. Bespoke conversions are also available as needed.
Practice Manager is available globally and is the core part of the new Practice Studio we announced at Xerocon in February. This will ultimately include Tax, Workpapers, and Reporting in all regions. Tax is available in New Zealand and is in the beginning stages of development for Australia. Workpapers is scheduled for public release in New Zealand and Australia in April and is in closed beta for UK and US. Reporting is available in New Zealand and Australia, with UK next cab off the rank followed by the US.
As we roll out Practice Studio you benefit more and more by avoiding the double dipping and monetizing of the accountant side that the desktop software industry has undertaken for years. Xero is revolutionizing the accounting sector and empowering accountants in the process, lowering costs and freeing up time and energy from an over-emphasis on compliance so you can become closer business advisors to your clients.
The typical conversion process to Practice Manager begins with a meeting to understand the scope of your conversion. Then we follow a well-established path involving setting implementation timelines and milestones, test data conversions and configuration – capping that off with the training so it all goes right on the day.
Sometimes the process needs to be customised and a price can be arrived at according to the requirements. In other cases a practice will elect to do a large part of it themselves – we have documentation, videos, webinars and online support available in this case.
Whichever way, it’s in our’s, your’s, and your client’s interests for the conversion to be successful and to get you back to being your fully productive selves as soon as possible.
For the next step contact us now at firstname.lastname@example.org