Xero Roadshow CA 2025

Canada Roadshow 2025

Imagine what's possible when your expertise meets the right tools and community. From coast to coast, we’re unlocking what’s next for Canadian accounting. Don’t miss out!

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Xero Roadshow 2025

What to expect

Get ready for a supercharged day at Xero Roadshow! Discover AI tools, advisory insights, tax tools, and app stacks. Hear from local leaders, get hands-on in a workshop, and connect with peers. PLUS– earn up to 5 CPD credits per event!

  • Included
    October 1 | Vancouver | Vancouver Convention Center
  • Included
    October 8 | Toronto | The Quay
  • Included
    October 28 | Calgary | BMO
View the agenda

Supercharge your practice with the latest in accounting innovation.

Get a look at Xero’s newest product enhancements, AI innovations, and industry insights to help you stay competitive and deliver more value to your clients.

TaxCycle workshop - from start to finish.

Dive deep into TaxCycle with a hands-on workshop designed to streamline your tax return preparation. Learn best practices for data entry, carryforwards, review tools, diagnostics, electronic filing, and client delivery — plus stay updated on next season’s changes.

Expand your services. Elevate your impact.

Learn how to structure, price, and scale advisory services to maximize profitability and build deeper client relationships.

Real conversations. Real results.

Hear firsthand from accountants and their small business clients about transforming compliance work into high-value advisory services—with real-world strategies you can use immediately.

Earn CPD credits.

Earn up to five (5) CPD credits by attending each Roadshow.

Connect with Xero’s amazing community and ecosystem

You’ll have the opportunity to meet and learn from industry peers, as well as some of Xero’s amazing app partners.

See what the Roadshow is all about

Watch last year's highlights from Toronto and see why this is the one event accountants refuse to miss.

Roadshow agenda

Check in for the workshop and grab some breakfast.

Check in for the workshop and grab some breakfast.

Dive into how to make tax return preparation easier and more accurate in TaxCycle. Learn best practices for starting returns, including carryforwards and smart data entry. Discover review tools, diagnostics, and workflow features to reduce errors and find tax saving opportunities. Explore optimal approaches for electronic filing, document management, and client delivery for smooth completion. We'll also cover changes for next season and how TaxCycle helps you stay current.

Dive into how to make tax return preparation easier and more accurate in TaxCycle. Learn best practices for starting returns, including carryforwards and smart data entry. Discover review tools, diagnostics, and workflow features to reduce errors and find tax saving opportunities. Explore optimal approaches for electronic filing, document management, and client delivery for smooth completion. We'll also cover changes for next season and how TaxCycle helps you stay current.

Check in for the event and network with Xero’s app ecosystem partners.

Check in for the event and network with Xero’s app ecosystem partners.

Join us as we share Xero’s product strategy and upcoming enhancements designed to empower small businesses and their advisors in Canada . We’ll dive into how Xero is focusing on core accounting and payments to deliver the most powerful and personalized accounting platform. Get a sneak peek at the latest releases and discover how Xero is shaping the future of accounting in North America.

Join us as we share Xero’s product strategy and upcoming enhancements designed to empower small businesses and their advisors in Canada . We’ll dive into how Xero is focusing on core accounting and payments to deliver the most powerful and personalized accounting platform. Get a sneak peek at the latest releases and discover how Xero is shaping the future of accounting in North America.

The world continues to change and, with AI more widely available, it is changing at an ever accelerating pace. To win in the future, you need to be good at everything and exceptional at a few things. Exploring how you can use AI to help with both aspects of your business is something that is worthwhile and, in this session, we’ll do exactly that. Join us to look at some of the key trends underpinning the AI capabilities that are transforming the landscape of accounting and bookkeeping, and learn what you can do about it.

The world continues to change and, with AI more widely available, it is changing at an ever accelerating pace. To win in the future, you need to be good at everything and exceptional at a few things. Exploring how you can use AI to help with both aspects of your business is something that is worthwhile and, in this session, we’ll do exactly that. Join us to look at some of the key trends underpinning the AI capabilities that are transforming the landscape of accounting and bookkeeping, and learn what you can do about it.

Everyone’s talking about AI. But while firms rush to adopt new tech, a quieter crisis is unfolding: it’s harder than ever to find - and keep - great people. The irony? The more automation we add, the more valuable human talent becomes. In this candid session, we’ll explore how the smartest accounting and bookkeeping firms aren’t just posting jobs - they’re building businesses people want to grow in. You’ll learn why AI isn’t your hiring solution - but it can give you back time and help to create a culture that top talent won’t want to leave. Walk away with practical, battle-tested strategies to attract and retain skilled people - without needing a hiring miracle or an unlimited budget.

Everyone’s talking about AI. But while firms rush to adopt new tech, a quieter crisis is unfolding: it’s harder than ever to find - and keep - great people. The irony? The more automation we add, the more valuable human talent becomes. In this candid session, we’ll explore how the smartest accounting and bookkeeping firms aren’t just posting jobs - they’re building businesses people want to grow in. You’ll learn why AI isn’t your hiring solution - but it can give you back time and help to create a culture that top talent won’t want to leave. Walk away with practical, battle-tested strategies to attract and retain skilled people - without needing a hiring miracle or an unlimited budget.

Unlock TaxCycle's full data potential and maximize workflow efficiency by moving "Beyond the Return." Explore strategic data import capabilities, including CRA’s Auto-fill my Return (AFR) and direct import of T2/T5013/T2125 GIFI data from Xero, allowing for robust in-software review. Master data export functionalities, from efficient EFILE submissions and seamless TaxFolder sharing and e-signatures, to utilizing customized client communication templates. These integrated features minimize manual entry, reduce errors, deliver precise tax returns with confidence, and foster stronger client relationships.

Unlock TaxCycle's full data potential and maximize workflow efficiency by moving "Beyond the Return." Explore strategic data import capabilities, including CRA’s Auto-fill my Return (AFR) and direct import of T2/T5013/T2125 GIFI data from Xero, allowing for robust in-software review. Master data export functionalities, from efficient EFILE submissions and seamless TaxFolder sharing and e-signatures, to utilizing customized client communication templates. These integrated features minimize manual entry, reduce errors, deliver precise tax returns with confidence, and foster stronger client relationships.

Looking to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common client concerns with confidence. Learn from industry experts on how to support smooth, confident transitions to Xero.

Looking to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common client concerns with confidence. Learn from industry experts on how to support smooth, confident transitions to Xero.

This session will explore the transformative journey of modern practices moving beyond manual methods to embracing digital tools and artificial intelligence. It focuses on integrating apps and how AI can significantly enhance efficiency, productivity and overall performance.

This session will explore the transformative journey of modern practices moving beyond manual methods to embracing digital tools and artificial intelligence. It focuses on integrating apps and how AI can significantly enhance efficiency, productivity and overall performance.

It’s time to reconnect with Xero. In this session, we’ll give you a guided tour of essential features and newly released tools designed to streamline your workflows, reduce manual tasks, and enhance the support you provide your clients. Whether you’re getting started or getting re-familiarized, we’ll show you how to make the most of Xero’s evolving platform.

It’s time to reconnect with Xero. In this session, we’ll give you a guided tour of essential features and newly released tools designed to streamline your workflows, reduce manual tasks, and enhance the support you provide your clients. Whether you’re getting started or getting re-familiarized, we’ll show you how to make the most of Xero’s evolving platform.

Following Xero's recent acquisition of Syft, discover how together they provide AI-powered visual reporting, dashboards, and forecasting to scale your practice and deliver exceptional client advisory services. Learn how to leverage these tools for everyday reporting, advanced insights, and lean into more strategic client relationships with confidence by giving proactive advice.

Following Xero's recent acquisition of Syft, discover how together they provide AI-powered visual reporting, dashboards, and forecasting to scale your practice and deliver exceptional client advisory services. Learn how to leverage these tools for everyday reporting, advanced insights, and lean into more strategic client relationships with confidence by giving proactive advice.

Leveraging AI to market your practice may sound complex, but it doesn’t have to be. In this session, we’ll explore how AI can help you identify and attract your ideal clients with greater precision. You’ll learn where to start when incorporating AI-driven tools into your marketing strategy and how to automate key processes for efficiency. Plus, we’ll share simple yet powerful steps you can take to enhance your firm’s online presence, improve client engagement, and stay ahead in a competitive market. Whether you’re new to AI or looking to refine your approach, this session will provide actionable insights to help you grow your practice with confidence.

Leveraging AI to market your practice may sound complex, but it doesn’t have to be. In this session, we’ll explore how AI can help you identify and attract your ideal clients with greater precision. You’ll learn where to start when incorporating AI-driven tools into your marketing strategy and how to automate key processes for efficiency. Plus, we’ll share simple yet powerful steps you can take to enhance your firm’s online presence, improve client engagement, and stay ahead in a competitive market. Whether you’re new to AI or looking to refine your approach, this session will provide actionable insights to help you grow your practice with confidence.

Open Banking is set to transform how small businesses, bookkeepers, and accountants manage finances. In this fireside chat, a local political leader joins Mike Cascone, Xero’s VP of Government Relations and Public Policy, to explore what’s delayed progress, what’s coming next, and how these changes will impact your practice and clients.

Open Banking is set to transform how small businesses, bookkeepers, and accountants manage finances. In this fireside chat, a local political leader joins Mike Cascone, Xero’s VP of Government Relations and Public Policy, to explore what’s delayed progress, what’s coming next, and how these changes will impact your practice and clients.

Advisory services can transform both client relationships and firm growth. In this session, hear directly from an accountant and their small business client as they share how they moved beyond compliance to build a successful advisory partnership. Learn how they started the conversation, pitched services, and used Xero tools to deliver real value plus what they’d do differently next time.

Advisory services can transform both client relationships and firm growth. In this session, hear directly from an accountant and their small business client as they share how they moved beyond compliance to build a successful advisory partnership. Learn how they started the conversation, pitched services, and used Xero tools to deliver real value plus what they’d do differently next time.

Stick around for drinks, bites, networking, and more!

Stick around for drinks, bites, networking, and more!

Register now for Xero Roadshow 2025

Oct 1 | Vancouver

Vancouver Convention Center

Register here

Oct 8 | Toronto

The Quay

Register here

Oct 28 | Calgary

BMO

Register here