Move your clients to Xero
Identify and implement strategies to convince your existing clients about the benefits of Xero.
Convert your client's accounting data
No matter what accounting platform your clients are converting from, we’re here to help ensure a smooth conversion experience.
Choose practice management software
Learn about the practice management solutions available to Xero partners, and how to choose the right one.
Enhance your practice management workflow
The Xero practice health check template helps refine your specialist services, including budgeting, forecasting forex and risk assessment.
Download the PDF template below and use it as a tool to:
- Identify data issues prior to drafting financials
- Customise a training plan based on your clients business
- Identify new potential revenue streams for you
- Increase engagement with your clients
- Identify coaching and advisory conversations for your clients
Dedicated account manager
As a Xero partner, you have access to a dedicated account manager to support you. Just log in to Xero HQ to find their contact details under the Practice tab.