Switch your clients and practice to Xero
Learn how to switch your clients and practice over to Xero, and get the most out of the Xero partner program.
Resources for making the switch to Xero
Xero partner booklet
An overview of what Xero can offer your practice, and how you can make the most out of this partnership
Download the partner booklet (PDF)Move your clients to Xero
Identify and implement strategies to convince your existing clients about the benefits of Xero.
Switch clients to Xero: Checklist (PDF)Get started with Xero: 8-day email course + promo email (PDF)Convert your clients’ accounting data
Whichever accounting platform your clients are on, we’re here to help you with a smooth conversion to Xero.
Use the conversion toolboxConversion toolbox for Xero partners explainedChoose practice management software
Learn about the practice management solutions available to Xero partners, and how to choose the right one.
Practice management solutions with Xero (PDF)Partner onboarding checklist (PDF)Xero partner best practice guide
An overview of what Xero can offer your practice, and how you can make the most out of this partnership.
Download the best practice guide (PDF)Make the most of the apps that connect to Xero
Xero integrates with 1000 third-party apps that helps to streamline workflows for many business functions including CRM and payments.
Check out third-party apps in the Xero App StoreGet started on your app advisory journey
Find out how to get started and identify apps that meet the common needs and pain points of businesses in specific industries.
Download app playbooksContacting your dedicated account manager
Xero partners have a dedicated account manager for support. Find their contact details in Xero HQ, under the Practice tab> Contact Xero.
Find your account manager
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.