Toolkit for moving to the cloud

This toolkit is for accounting professionals looking to learn more about cloud implementing cloud technology.

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If you’re thinking of using cloud technology for your clients and practice, you'll find plenty of helpful resources like guides, webinars and articles to help you get started.

About the cloud

As you start your cloud journey, we have plenty of resources to help you learn more about cloud accounting. Find what you need to know on this page including in this webinar.

The title slide of the webinar, Demystifying the cloud.

Demystifying the cloud webinar

Xero Central is your hub for learning about all things Xero. Check out great articles and on-demand videos like Demystifying the cloud.

In this webinar, we’ll cover the benefits of cloud accounting and debunk myths about costs, ease of use, and more.

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Why cloud accounting is good for business (for your clients)

Share this resource with your clients to educate them about business in the cloud.

Choosing a cloud solution

When it comes to accounting, businesses often spend too much time on repetitive tasks. Life can be much easier with all your accounting online in one place. Picking the right software can seem daunting, so we’ve compiled two articles to help you choose a cloud accounting solution and get started.

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How to choose the right accounting software for your clients

This guide outlines some of the key factors that you should look out for to ensure you pick the right accounting software provider for your clients.

An accountant demonstrates Xero to a client in a meeting room.

Getting clients to use accounting software

Imagine how efficient you’d be if more clients used your preferred accounting software. So how do you get them to switch? Here are some practical steps to help start the transition.

Moving to the cloud

Switching your clients and your practice to Xero doesn’t have to be difficult. In fact, most of our customers experience a smooth transition. Here are some helpful resources for converting your clients and practice.

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Helping your accounting clients move to the cloud

When you recommend cloud accounting software to your clients, many will take to it straight away. But some will be anxious about it. Don't worry, it’s quite normal. Here's how to help them out.

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Moving from Excel to accounting software (for your clients)

Small businesses often start out using Excel – but that’s only doable up until a point. Find out why the smartest organizations are using online accounting software instead.

A slide from the webinar, Convert your clients to Xero, lists the key things to consider.

Convert your clients to Xero (on-demand webinar)

In this webinar, we introduce some best practices on converting your clients to Xero from any platform. We'll provide an overview of the conversion process, some client examples, and tips on getting your clients started.

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Converting your practice

Have inefficient practice management processes? Here are a few reasons to move your accounting practice to the cloud. Once you’re ready, use the guide to changing your practice management software for your transition.

Business continuity

For any questions you may have or any unforeseen disruptions you may face, Xero's business continuity hub is your home for tools and solutions. You can register for upcoming webinars, find business resources, and connect with the Xero community.

We update the page with new useful content and information, so check back regularly.

Become a Xero partner

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