All your tools. All your clients. One place to start.
All your tools in one hub with a central view across client work, compliance and practice management, plus JAX, your AI finance partner, all helping you prioritise and get to the right work faster.
Explore Xero Partner Hub
Custom fields and reporting have transformed how we analyse our client base, saving time and uncovering more valuable insights. Having a single source of truth for client and practice data means our team spends less time searching for information and more time acting on it.
Collins Hume - Partner using Xero Partner Hub
Know where to focus
Widgets highlight what matters most at a glance - so you always know which clients need your attention.
All your tools, one navigation
All your tools connected in one place.
AI-powered with JAX chat
Walk into every meeting prepared - ask JAX to surface insights you need, right from your homepage. In beta.
Built for you, with you
Shaped by over 9,000 partners, with new features added regularly based on what practices like yours tell us.
Stay on top of what matters most
The new homepage gives you a view across key client information at a glance. Widgets highlight what matters most - from an org watchlist to bank feed alerts - so you always have oversight of your client work. All in one place.
JAX chat is now here for partners
JAX chat, your AI finance partner is available in Xero Partner Hub. Ask JAX to generate insights across your clients, summarise the info you need on a client before a meeting, and get other quick answers right on the homepage. JAX chat is currently in beta, with more capabilities on the way.
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Create the view that works for you
Show, hide and reorder widgets on the homepage so what matters most to you is always front and centre. A quick actions widget puts the tasks you use most a click away, so you spend less time navigating and more time on the work that counts.
Manage tax obligations with Tax Manager
Tax Manager in Xero Partner Hub connects income tax and BAS in one place, with ready-to-start returns, notices of assessment and variances surfaced alongside your workflow. Together with Xero Workpapers, powered by BGL, it helps you manage recurring tax obligations across all your clients.
More powerful, connected compliance tools
Manage your compliance engagements more efficiently with the new workpapers solution that connects seamlessly to your practice tools for a streamlined workflow.
Explore the new Xero Workpapers
Also need to manage tax and compliance?
Add Tax & Workpapers to bring tax preparation, lodgement and compliance workflows into the same hub as client information and practice management - so it's all connected. Available with Xero Partner Hub plus Tax & Workpapers - free for Bronze, Silver, Gold and Platinum partners on the Xero partner program.
Find out about the partner programAlso need to manage jobs, time and billing?
Add Practice Management to bring jobs, time and billing into the same hub as client information and compliance - so it’s all connected. Available with Xero Partner Hub plus Practice Management - free for Silver, Gold and Platinum partners on the Xero partner program.
Find out about the partner programMore about Xero Partner Hub
Set up report templates in Xero Partner Hub for all your staff members to access. Use report templates to run powerful customised reports for your practice. Produce reports for different clients while letting each organisation keep using their own chart of accounts.
Set up report templates in Xero Partner Hub for all your staff members to access. Use report templates to run powerful customised reports for your practice. Produce reports for different clients while letting each organisation keep using their own chart of accounts.
Xero Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.
Xero Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.
Easily identify which Xero clients would benefit from support or advice from you, to help grow your advisory services.
Easily identify which Xero clients would benefit from support or advice from you, to help grow your advisory services.
Collate client documents, tax returns and published reports in document packs in Xero Partner Hub. Add requests for e-signatures to the documents using Xero Sign powered by Adobe Acrobat Sign. Then send document packs to clients for signing through the secure Xero portal.
Collate client documents, tax returns and published reports in document packs in Xero Partner Hub. Add requests for e-signatures to the documents using Xero Sign powered by Adobe Acrobat Sign. Then send document packs to clients for signing through the secure Xero portal.
FAQs about Xero Partner Hub
Xero Partner Hub is available through the Xero partner program. Join the program to get access, along with tools, training and support to help your firm grow. Visit the partner program page to find out more and get started.
Xero Partner Hub is available through the Xero partner program. Join the program to get access, along with tools, training and support to help your firm grow. Visit the partner program page to find out more and get started.
Xero Partner Hub includes client and staff management, report and chart of account templates, a new homepage with widgets that surface key client information, a Quick actions widget, and JAX (in beta). You can add optional plans based on your practice needs: Xero Partner Hub plus Tax & Workpapers for tax preparation, lodgement and compliance workflows, or Xero Partner Hub plus Practice Management for jobs, time and billing.
Xero Partner Hub includes client and staff management, report and chart of account templates, a new homepage with widgets that surface key client information, a Quick actions widget, and JAX (in beta). You can add optional plans based on your practice needs: Xero Partner Hub plus Tax & Workpapers for tax preparation, lodgement and compliance workflows, or Xero Partner Hub plus Practice Management for jobs, time and billing.
If you were previously working across Xero HQ, XPM, Tax or Workpapers Xero Partner Hub brings it together - one place to manage clients, access your tools and see what needs attention, without the switching. A single navigation connects everything, and the new homepage surfaces key client information automatically, so you're not hunting for it.
If you were previously working across Xero HQ, XPM, Tax or Workpapers Xero Partner Hub brings it together - one place to manage clients, access your tools and see what needs attention, without the switching. A single navigation connects everything, and the new homepage surfaces key client information automatically, so you're not hunting for it.
Getting started with Xero Partner Hub is straightforward. Once you've joined the Xero partner program, you can be up and running quickly - with an in-product tour to help you get familiar from day one, and plenty of support available through Xero Central and our team whenever you need it.
Getting started with Xero Partner Hub is straightforward. Once you've joined the Xero partner program, you can be up and running quickly - with an in-product tour to help you get familiar from day one, and plenty of support available through Xero Central and our team whenever you need it.
You can extend Xero Partner Hub with two optional tiers depending on your practice needs. Add Tax & Workpapers to manage tax preparation, lodgement and compliance workflows for all your clients. Add Practice Management to manage jobs, time and billing. Both are available free through the partner program (Tax & Workpapers at Bronze tier and above, Practice Management at Silver tier and above). You can add either or both at any stage.
You can extend Xero Partner Hub with two optional tiers depending on your practice needs. Add Tax & Workpapers to manage tax preparation, lodgement and compliance workflows for all your clients. Add Practice Management to manage jobs, time and billing. Both are available free through the partner program (Tax & Workpapers at Bronze tier and above, Practice Management at Silver tier and above). You can add either or both at any stage.
Xero Partner Hub is free and included as part of the Xero partner program. Optional tiers are: Tax & Workpapers (free for Bronze, Silver, Gold and Platinum partners; between $71.50-163.90/month for new partners or those below Bronze) and Practice Management (free for Silver, Gold and Platinum partners; $163.90/month for Bronze partners and new practices).
Xero Partner Hub is free and included as part of the Xero partner program. Optional tiers are: Tax & Workpapers (free for Bronze, Silver, Gold and Platinum partners; between $71.50-163.90/month for new partners or those below Bronze) and Practice Management (free for Silver, Gold and Platinum partners; $163.90/month for Bronze partners and new practices).
JAX is Xero's AI finance partner, available in beta in Xero Partner Hub. Ask JAX to summarise client information, generate financial insights across your clients, and get quick answers anywhere you use JAX across Xero. JAX chat is in beta, with more capabilities being added over time.
JAX is Xero's AI finance partner, available in beta in Xero Partner Hub. Ask JAX to summarise client information, generate financial insights across your clients, and get quick answers anywhere you use JAX across Xero. JAX chat is in beta, with more capabilities being added over time.
Tax & Workpapers includes tax preparation and lodgement for all client types, automatic ATO data exchange, the new Tax Manager to track your tax pipeline, and Xero Workpapers for managing compliance workflows. Everything connects seamlessly within Xero Partner Hub - your tax work, compliance tasks and client information all in one place.
Tax & Workpapers includes tax preparation and lodgement for all client types, automatic ATO data exchange, the new Tax Manager to track your tax pipeline, and Xero Workpapers for managing compliance workflows. Everything connects seamlessly within Xero Partner Hub - your tax work, compliance tasks and client information all in one place.
It depends on your practice's needs. Start with Xero Partner Hub plus Tax & Workpapers if you want to manage tax preparation, lodgement and compliance workflows. Upgrade to Xero Partner Hub plus Practice Management if you also need to manage jobs, time and billing - this tier includes Tax & Workpapers plus all practice management tools. You can add either tier at any stage as your practice grows. Xero can help you move from your existing practice management software.
It depends on your practice's needs. Start with Xero Partner Hub plus Tax & Workpapers if you want to manage tax preparation, lodgement and compliance workflows. Upgrade to Xero Partner Hub plus Practice Management if you also need to manage jobs, time and billing - this tier includes Tax & Workpapers plus all practice management tools. You can add either tier at any stage as your practice grows. Xero can help you move from your existing practice management software.
Yes. Xero Partner Hub plus Practice Management includes everything in Tax & Workpapers (tax preparation, lodgement, compliance workflows and the Tax Manager) plus practice management tools (jobs, time and billing). So if you choose Practice Management, you automatically get Tax & Workpapers as well.
Yes. Xero Partner Hub plus Practice Management includes everything in Tax & Workpapers (tax preparation, lodgement, compliance workflows and the Tax Manager) plus practice management tools (jobs, time and billing). So if you choose Practice Management, you automatically get Tax & Workpapers as well.
The Tax Manager is a new feature in Xero Partner Hub that helps you manage your tax pipeline more efficiently. It gives you a centralised view of all client returns, key dates and work status - so you can track and prioritise tax work at a glance. The Tax Manager is available with Xero Partner Hub plus Tax & Workpapers and is currently in beta.
The Tax Manager is a new feature in Xero Partner Hub that helps you manage your tax pipeline more efficiently. It gives you a centralised view of all client returns, key dates and work status - so you can track and prioritise tax work at a glance. The Tax Manager is available with Xero Partner Hub plus Tax & Workpapers and is currently in beta.