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Three things you may not realise about Xero

Posted 2 weeks ago in Advisors by Jo Copestake
Posted by Jo Copestake

At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised.

Moving clients to Xero can be efficient and stress-free

There’s a common misconception among accountants and bookkeepers that moving clients to new software, like Xero,  can be a costly, time-consuming task. With this in mind, you may feel it isn’t worth the hassle. This, however, is a myth that needs busting. 

Xero’s migration solutions are available free of charge, and are designed to make the process as efficient and stress-free as possible.

Take Movemybooks, for example, an easy-to-use, automated service that’s perfect for more straight-forward migrations, allowing you to migrate up to two years’ of historic data by following a few simple steps. 

Meanwhile, our Partner Consulting team can guide you through more complex or bespoke conversion projects. The team is made up of qualified accountants from practice and industry, who can help you set your clients up on Xero, guide you and handle the heavy lifting.

With support from Xero behind you, migrating multiple clients can be a straightforward process that won’t distract you from doing what you do best: running your practice. 

Xero can help you meet the needs of all kinds of businesses 

We know that as accountants and bookkeepers, you must meet the needs of clients of all shapes and sizes. And you need a platform that can do just the same. Xero provides you with this flexibility. 

If you’re working with smaller clients, you can add them to Xero with Xero Cashbook and Ledger. The latter is a perfect solution for clients on yearly manual records, while our cashbook product is designed for clients who use spreadsheets and don’t need invoicing. We also have a plan that caters to those who do and don’t need VAT reporting. 

These plans are available exclusively to accountants and bookkeepers in practice as part of our Partner Programme. With these plans, practice staff are in control of the accounts but may grant clients access to view data and reconcile transactions.

If you need a greater level of client involvement, we also offer a selection of plans priced at different levels :

  • Our Starter plan is designed for sole traders, new businesses and the self-employed with limitations on the volume of invoices that can be sent and bills entered. 
  • Standard is good for growing small businesses, while Premium delivers the same features as the standard plan as well as the ability to use multiple currencies. 
  • Our Ultimate product is ideal for larger employers and more complex small businesses. 

Finally, Xero Go, the new free-to-download mobile app, is perfect for UK sole trader clients. 

Using Xero Go, they can meet increased reporting requirements efficiently, thanks to the digitisation of expense records and income data provided by the app. 

Meanwhile, it’s complemented by an advisor-facing partner plan, giving you everything you need to service your self-employed clients and make sure the books are up to date throughout the year. Even more features are coming soon

Xero’s support is made up of real people who can tackle your questions

It’s important to us that we are always able to support our accounting and bookkeeping partners and your small business clients. This is why we have real people on hand with the knowledge and expertise to make your experience with Xero better. 

We’re always listening to our partners, and constantly adapting our services to make sure your needs are met. This includes relying on humans to ensure your journey with Xero is as efficient as possible. 

This is made up of three elements.

First, is Xero Central. This should be your first stop if you need help getting started or you’ve got a question about anything to do with Xero. In fact, over 95% of people solve their query in less than three minutes using Xero Central. Our support strategy is content-led, which means we try to answer your questions proactively through articles, serving up content with instant answers.

If you don’t find the answer they’re looking for, you can raise a case with our customer experience team to get individual and personalised support for more complex questions, 24 hours a day, all year round.

Second, is Xero Education, where you have access to a large catalogue of education material and videos that help with onboarding and unlocking the full potential of Xero. And everyone learns differently, so we’ve provided videos, how-to guides and live webinars – whatever suits you best. 

Finally, Xero’s Partner Consultants are qualified accounting experts who can provide you with the tools and training to help your practice flourish. Whether you need help with data migration support, client onboarding or team training, accountants and bookkeepers using Xero have access to them – at no extra cost.

Check out this page if you want to find out more about how Xero is working to meet your needs.

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