Moving your first client to Xero

Modern accounting firms are becoming more profitable thanks to cloud accounting software. While transiting clients from outdated accounting software into the cloud is no small feat, your firm can enjoy long-term benefits in the areas of efficiency, accuracy, and improved client relationships.

There are a number of steps involved when it comes to changing accounting software, and we’re here to help you through the process. This guide will cover:

  • Things to know before you convert
  • Converting to Xero


  • Building a post-conversion checklist
  • An introduction to the Xero Partner Program


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