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.
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.Find out more
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.
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.
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.