Build your practice and manage your clients with Xero HQ

Xero HQ is the central place where you can see and manage all the client information, jobs and staff activities for your accounting or bookkeeping practice. 

Manage all your clients in one place

Work with your full client list: sort, group, export, filter and customise the information you want to see about clients so you can make decisions faster.

See client details such as financial year end, legal or trading name, business number and much more.

client management software for accountants

Need information from your clients? Just Ask!

Complete your compliance work faster by using Xero HQ Ask to request the exact information you need from clients. Set up, save and send customised questionnaires that clients can respond to easily – even  if they don’t use Xero.

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software for accountants

Find the insights you need

Use the explorer tab to get new and different views of your client base. Learn which apps your clients use, which industries they’re in and which banks they work with, including Yodlee bank connections and PayPal, and use that information to drive your services.

Create powerful and intelligent reports in minutes

Provide your clients with detailed, up-to-the-minute information using Xero’s powerful reporting tools and flexible report templates. All the information you need is connected via the single ledger.

reporting software for accountants
bookkeeper client management software

Know exactly what needs to be done

Use the activity feed to keep an eye on all of your client and practice activities. See when there are transactions to reconcile, workpapers to attend to, and more. Then click straight through to make it happen.

Showcase your practice and grow

Take control of how your practice is presented in the Xero advisor directory. You can easily manage and optimise your listing through Xero HQ and track your progress as a Xero partner.

Easy staff management

Manage staff access to your Xero HQ client list, and your clients in Xero - all in one place. Quickly onboard new staff and clients to your practice with easily-assigned permissions and maintain education with full visibility over their certification status.

Connect with Xero HQ apps

All of the third-party apps in Xero HQ integrate to provide a seamless experience for you and your clients.

See Xero HQ apps
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Xero HQ is free; just log in to get started. 

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Not yet a partner?

Join the partner program and get Xero HQ for free. 

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