Xero Partner Edition
Partner Edition helps you manage your clients, your practice and your staff.
- Your staff can use the same tool for managing all your cashbook and standard clients
- Xero allows you to easily run your practice from home
- Manage many more clients and work with them more cost effectively
- When clients have access to real time financials, their requests for value added services increase
- Effectively service clients from any region
- Show prospective clients what Xero will be like for them using a client-specific demo company
- Xero drives your clients back to you for advice, making it easy for them to get in touch. Clients can ‘Ask My Accountant’ at any time, signaling that your Practice is accessible and responsive.
Xero Cashbook
Xero Cashbook is ideal for businesses that don't have a need for accrual accounting. Xero Cashbook is only available through you, the accountant, as part of the services you offer.
Xero Cashbook has two roles to meet the level of help clients need.
- The Managed Client role gives clients access to add comments on bank transactions, which you can then code. This way they can get familiar with accounting, without having to learn all aspects, and it’s perfect for ‘shoebox’ clients.
- The Cashbook Client role provides more functionality. The client can easily code transactions and prepare cash based sales tax reports. This is ideal for clients using installed cashbook software or Excel spreadsheets.
In both cases you have complete control over the accounting functions and you can review and correct the clients’ data at any stage. You and your team still have access to all the functions in Xero.
Xero Practice Ledger
Xero Practice Ledger is a version of Xero designed just for you. It lets you manage the financial details of your practice so it is kept confidential and gives you the tools to maintain your own accounting records, including simple bank reconciliation, debtor and creditor management and comprehensive reporting. Xero Practice Ledger is included in Xero Partner Edition.
The Modern Practice
Now that you’re connecting with your clients over a world-class platform, you may want to consider using some best of breed online solutions to run your practice. The tools you use such as practice management, tax, email, office, and website services are now all available in the cloud at commodity prices. We’ve also added document management, CRM, and eMarketing to help you stay ahead of the game.
Please contact us for further details on using Partner Edition
