Connecting you and your clents
Manage your clients and practice
As an Accounting Partner you’ll have direct access to our Partner Edition resources. These include tools to export information from other systems and import into Xero, resources to help you introduce Xero to your clients, ways to help you bring clients on to Xero in bulk, and a whole lot more.
A range of user levels
You can choose how much collaboration your clients have with you and their finances. From managing every transaction to just adding your valuable advisory services, there’s an option suited to your needs.
At a glance you can see who needs help
Partner Edition clearly highlights who among your clients may be having problems with their daily workflow. With this knowledge you can be pro-active in how you contact, assist and educate them. This approach empowers your clients and smoothes your workflow over a period of time.
Connected to banks
As Xero is an online application bank statements are automatically imported daily into Xero, so accounts are kept accurate and up-to-date. We have relationships with the main banks in New Zealand and Australia and with HSBC in the UK and in the rest of the world.
Progressive, forward thinking accountants are realising the future of accounting is Xero. No more time consuming and complex file transfers between clients, no more missing or out-of-date information, and no more frustrated clients complaining they don’t know what their financial position is.
Xero integrates with other services
Xero integrates with a wide variety of complementary software providers. To help your clients we now work with job costing, payroll, CRM, eCommerce, project management, time tracking and sales automation software, with many more under development. Accountants can also provide further services on the back of these new technologies.