All your tools. All your clients. One place to start.
All your tools in one hub with a central view across client work and practice management, plus JAX, your AI finance partner, all helping you prioritise and get to the right work faster.
Explore Xero Partner Hub
Custom fields and reporting have transformed how we analyse our client base, saving time and uncovering more valuable insights. Having a single source of truth for client and practice data means our team spends less time searching for information and more time acting on it.
Collins Hume - Partner using Xero Partner Hub
Know where to focus
Widgets highlight what matters most at a glance - so you always know which clients need your attention.
All your tools, one navigation
All your tools connected in one place.
AI-powered with JAX chat
Walk into every meeting prepared - ask JAX to surface insights you need, right from your homepage. In beta.
Built for you, with you
Shaped by over 9,000 partners, with new features added regularly based on what practices like yours tell us.
Stay on top of what matters most
Your new homepage gives you a view of key client information at a glance. Widgets surface what matters most from an organisation watchlist to bank feed alerts, and a bank reconciliation overview, to help you see what’s important in one central place.
JAX is now here for partners
JAX chat, your AI finance partner is available in Xero Partner Hub. Ask JAX to generate insights across your clients, summarise the info you need on a client before a meeting, and get other quick answers right on the homepage. JAX chat is currently in beta, with more capabilities on the way.
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Create the view that works for you
Show, hide and reorder widgets on the homepage so what matters most to you is always front and centre. A quick actions widget puts the tasks you use most a click away, so you spend less time navigating and more time on the work that counts.
New tax widgets in Xero Partner Hub
Tax Alerts and Tax Returns widgets are now live on your Xero Partner Hub homepage. These customisable widgets bring your compliance obligations alongside client insights so you can spot practice bottlenecks, prioritise workflows, and take action faster without switching tools.
Learn more about tax widgets
Also need to manage jobs, time and billing?
Add Practice Management to bring jobs, time and billing into the same hub as client information so it’s all connected. Available with Xero Partner Hub plus Practice Management - free for Silver, Gold and Platinum partners on the Xero partner program.
Find out about the partner programMore about Xero Partner Hub
Set up report templates in Xero Partner Hub for all your staff members to access. Use report templates to run powerful customised reports for your practice. Produce reports for different clients while letting each organisation keep using their own chart of accounts.
Set up report templates in Xero Partner Hub for all your staff members to access. Use report templates to run powerful customised reports for your practice. Produce reports for different clients while letting each organisation keep using their own chart of accounts.
Xero Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.
Xero Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.
Easily identify which Xero clients would benefit from support or advice from you, to help grow your advisory services.
Easily identify which Xero clients would benefit from support or advice from you, to help grow your advisory services.
Collate client documents, tax returns and published reports in document packs in Xero Partner Hub. Add requests for e-signatures to the documents using Xero Sign powered by Adobe Acrobat Sign. Then send document packs to clients for signing through the secure Xero portal.
Collate client documents, tax returns and published reports in document packs in Xero Partner Hub. Add requests for e-signatures to the documents using Xero Sign powered by Adobe Acrobat Sign. Then send document packs to clients for signing through the secure Xero portal.
FAQs about Xero Partner Hub
Xero Partner Hub is available through the Xero partner program. Join the programme to get access, along with tools, training and support to help your firm grow. Visit the partner program page to find out more and get started.
Xero Partner Hub is available through the Xero partner program. Join the programme to get access, along with tools, training and support to help your firm grow. Visit the partner program page to find out more and get started.
Xero Partner Hub includes client and staff management, report and chart of account templates, a new homepage with widgets that surface key client information, a Quick actions widget, and JAX (in beta). If you also manage jobs, time and billing, you can add Practice Management as a paid add-on or access for free through the partner program at Silver tier and above.
Xero Partner Hub includes client and staff management, report and chart of account templates, a new homepage with widgets that surface key client information, a Quick actions widget, and JAX (in beta). If you also manage jobs, time and billing, you can add Practice Management as a paid add-on or access for free through the partner program at Silver tier and above.
If you were previously working across Xero HQ or Xero Practice Management, Xero Partner Hub brings it together - one place to manage clients, access your tools and see what needs attention, without the switching. A single navigation connects everything, and the new homepage surfaces key client information automatically, so you're not hunting for it.
If you were previously working across Xero HQ or Xero Practice Management, Xero Partner Hub brings it together - one place to manage clients, access your tools and see what needs attention, without the switching. A single navigation connects everything, and the new homepage surfaces key client information automatically, so you're not hunting for it.
Getting started with Xero Partner Hub is straightforward. Once you've joined the Xero partner program, you can be up and running quickly - with an in-product tour to help you get familiar from day one, and plenty of support available through Xero Central and our team whenever you need it.
Getting started with Xero Partner Hub is straightforward. Once you've joined the Xero partner program, you can be up and running quickly - with an in-product tour to help you get familiar from day one, and plenty of support available through Xero Central and our team whenever you need it.
Yes. Practice Management - covering jobs, time and billing - is an optional addition to Xero Partner Hub. It's available through Xero Partner Hub plus Practice Management - free for Silver, Gold and Platinum partners. You can add it at any stage.
Yes. Practice Management - covering jobs, time and billing - is an optional addition to Xero Partner Hub. It's available through Xero Partner Hub plus Practice Management - free for Silver, Gold and Platinum partners. You can add it at any stage.
Xero Partner Hub is free and included as part of the Xero partner program. Practice Management (jobs, time and billing) is available with an upgrade to Xero Partner Hub plus Practice Management and is free via the partner program at Silver tier and above.
Xero Partner Hub is free and included as part of the Xero partner program. Practice Management (jobs, time and billing) is available with an upgrade to Xero Partner Hub plus Practice Management and is free via the partner program at Silver tier and above.
JAX is Xero's AI finance partner, available in beta in Xero Partner Hub. Ask JAX to summarise client information, generate financial insights across your clients, and get quick answers anywhere you use JAX across Xero. JAX chat is in beta, with more capabilities being added over time.
JAX is Xero's AI finance partner, available in beta in Xero Partner Hub. Ask JAX to summarise client information, generate financial insights across your clients, and get quick answers anywhere you use JAX across Xero. JAX chat is in beta, with more capabilities being added over time.
Tax Alerts and Tax Returns widgets are features in Xero Partner Hub that bring compliance obligations and client insights together on your homepage. These customisable widgets help you spot practice bottlenecks, prioritise workflows, and take action faster without switching tools.
Tax Alerts and Tax Returns widgets are features in Xero Partner Hub that bring compliance obligations and client insights together on your homepage. These customisable widgets help you spot practice bottlenecks, prioritise workflows, and take action faster without switching tools.