Manage all your clients in one place
Xero HQ brings all your client contacts together on one single client list – even those who aren’t using Xero. Choose how to group and organise the details, and create useful lists and views. If you’ve already got clients in Xero Practice Manager, you can sync them with Xero HQ.
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, GST returns to file, workpapers to attend to, and more. Then click straight through to make it happen.
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.
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.
Connect with other leading software
Connect up Xero partner products
Connect the Xero partner products you know and love. Sync your client list with Xero Practice Manager and receive alerts direct from Xero Workpapers to the activity feed.
Create a solution that works for you
Xero HQ’s open platform connects you directly with specialist apps from other top software vendors, such as Office 365. These connections allow you to sync information, tasks and alerts straight into Xero so you can run your business the way you want.
Pricing
Xero HQ is available free for all Xero accounting and bookkeeping partners.
Switching from My Xero Partner Edition?
We’re transitioning features from My Xero Partner Edition to Xero HQ. If you’re using My Xero Partner Edition, simply click Try Xero HQ in the banner at the top of the screen to opt in. You can return to My Xero Partner Edition at any time and continue to use all the features.
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