Switch your clients and practice to Xero

Learn how to switch your clients and practice over to Xero, and get the most out of the Xero partner program.

Resources for making the switch to Xero

Move your clients to Xero
Identify and implement strategies to convince your existing clients about the benefits of Xero.
Switch clients to Xero: Checklist (PDF)Get started with Xero: 8-day email course + promo email (PDF)
Convert your clients’ accounting data
Whichever accounting platform your clients are on, we’re here to help you with a smooth conversion to Xero in bulk.
Use the conversion toolboxConversion toolbox for Xero partners explainedUse JetConvert services Converting to Xero playbook (PDF)
Automating processes
See which tools you can use to automate routine and manual tasks so you have more time to engage with clients.
Xero partner automation playbook (PDF)Small business automation playbook (PDF)
Choose practice management software
Learn about the practice management solutions available to Xero partners, and how to choose the right one.
How to change practice management software with Xero (PDF)Moving to the cloud: Checklist (PDF)
Contacting your dedicated account manager
Xero partners have a dedicated account manager for support. Find their contact details in Xero HQ, under the Practice tab> Contact Xero.
Find your account manager

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.