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Xero Accountants Edition

Accountants Edition is an evolving set of features to help you run Xero in your practice. Currently accountants and bookkeepers can offer clients a simple-to-use cashbook which can be bundled with other services.

Advisor
  • You subscribe to Xero on behalf of your clients
  • You setup the organisation in Xero for your client, then add the client as a Cashbook user
Cashbook Client
  • Your client codes bank transactions
  • They manage their contacts
  • They run reports, including GST return
  • They communicate with you inside Xero

 

Key benefits to your practice

  • Manage many more customers and work with them more cost effectively
  • Your staff can use the same tool for managing all your cashbook and standard clients
  • Effectively service clients from any region
  • When clients have access to real time financials, their requests for value added services increase
  • Xero allows you to easily run your practice from home

In addition to the Cashbook Client, we have partnered with Acclipse to seamlessly integrate with their popular Practice Management System, letting accountants run their entire practice using Xero.
Learn more

Please contact us for further details on using Accountants Edition


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