Need info from your clients? Just Ask!

If you spend a lot of time chasing clients for information by email or phone, Xero HQ Ask can help!

Try Ask now

Ask in Xero HQ is a secure way to request exactly what you need in a way that makes it easy for clients to respond

Improve the way you communicate

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Customise queries

Create questionnaires that include only what you need to ask. Add yes/no answer options, tips for responding and a due date.

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Create templates to save time

Because you need to get the same information from different clients, Ask lets you create questionnaire and email templates so you don’t have to start from scratch each time.

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Manage responses easily

The Xero HQ Ask dashboard shows all your queries and their status so you can monitor responses and resend queries if you need to.

Send the same questions to more than one client at the same time

If you have a generic set of questions that apply to a number of clients, you can send them all in one go. It’s a great option for recurring queries like requests for end-of-year accounts preparation information, or onboarding a number of new clients at once.

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Attach files at any stage

You can include attachments when you send queries so clients know just what you’re asking for. And they can include documents when they respond. Keeping the whole process simple and streamlined.

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Xero HQ Ask is easy for clients to use on desktop and mobile

When you send a query from Xero HQ Ask, your client is notified by email. To respond, they can easily login to their Xero account on any device, or if they don’t use Xero, they can still access the Xero HQ Ask portal by creating a secure login.

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Find out more and give Xero HQ Ask a try

You’ll find Ask right at the top of your Xero HQ menu. Give it a try and see how quick and easy it can be to ask for, track and receive the exact information you need from clients. For more information and step-by-step instructions for setting up contacts, queries and templates.

Learn more
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