Manage your accounting practice efficiently

Use Xero Practice Manager to streamline managing client jobs, practice workflows, timesheets and invoicing.

Watch the Xero Practice Manager video

Assign work to staff

Allocate jobs and tasks together with due dates.

Track and invoice time

Record hours worked and convert them to invoices.

Integrate with Xero

Keep invoices, payments and clients in sync.

Create customised reports

Run standard reports or build your own.

Assign work to staff

Quickly create jobs from templates and assign them to staff members. Look up staff schedules.

  • View the jobs that are scheduled, plus who’s assigned to them
  • Set task deadlines and milestones, notify staff, and mark complete
  • See productivity targets and actual billable time on the dashboard
A practice manager views which staff members are assigned to what jobs on a tablet.

Track and invoice time

Choose how your practice enters time on jobs – by duration, or by start and stop time – and convert it into progress or final invoices.

  • Automatically calculate amounts to invoice using staff or task rates and markups or enter a fixed price
  • Create and use standard task descriptions to automate entering tasks into invoices
  • View the dollar value of all work in progress or segments of it
A staff member enters the time they start a new job.

Integrate with Xero

Connect Xero Practice Manager to your firm’s own Xero practice organisation when you run your accounts on Xero.

  • Customise how data syncs between the two
  • Share invoices, key client details and more
  • Invoices marked as paid in Xero show as paid in Xero Practice Manager
A practice administrator enters client invoices into Xero Practice Manager on a laptop.

Create customised reports

Run standard reports, customise sample reports, or use the report builder to create your own from scratch.

  • Create reports specific to each client including jobs, time, and costs
  • Get reports on productivity, recoverable costs and internal time
  • Include charts in reports so they’re easy to understand at a glance
An accountant discusses an onscreen report with a client.

More about Xero Practice Manager

Xero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. We recommend using our partner consulting team to create the optimal setup for your practice. You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.

See how to create a custom document template

Exchange data between Xero Practice Manager and other Xero practice tools, Xero HQ and Xero Workpapers. Plus integrate with over 30 third-party apps including proposal, onboarding, and document management apps.

See practice management apps in the Xero app marketplace

Use the Xero Practice Manager app for access to your account, anytime, anywhere. Record time and manage your jobs and tasks, and view your clients all from your phone.

See how to use the Xero Practice Manager app

As a Xero partner, there’s no charge for Xero Practice Manager once you reach silver partner status. New Xero partners and those at bronze level can try Xero Practice Manager free for 14 days, then subscribe for USD $149/month for up to 10 users. Xero Workpapers is included at no extra cost.

Find out about the Xero partner program

Start using Xero Practice Manager for free

Xero Practice Manager is free for accounting and bookkeeping practices who have reached silver, gold or platinum status on the Xero partner program. If you're an existing Xero partner you can log in and try it free for 14 days.