Future state
One place to connect, run, track, manage & report on your business. Flexibility to choose the extra services you want
See what’s available now and what’s
coming next in the timelines below.
Get early access to new features and products and give us your feedback to help build Xero’s future practice tools. Join today.
The value map is our way of sharing the problems we're trying to solve for accountants and bookkeepers. It's not a list of specific features - it shows you the 'what' that we're working on rather than 'how' we'll solve it. And this isn’t everything – keep checking back since we’ll add more when it’s ready to share. Please note that this value map is only for practice tools – not general Xero tools.
Card colours
The cards below are colour coded to show the level of progress for each enhancement.
Unifying your data and tools so you’ve got consistent information wherever you are and only have to update data in one place.
One place to connect, run, track, manage & report on your business. Flexibility to choose the extra services you want
Make Xero HQ a purpose-built Customer Relationship Management system leveraging the data from across the Xero platform
One shared database for your client records that syncs across the entire Xero platform. There's just one place to manage clients.
Client details like names and addresses are unified between XPM, Workpapers, Xero Tax and HQ to create a single source of truth.
Client names between Xero HQ and Xero Practice Manager match so that the client list becomes consistent.
soon
Import your full XPM/Tax client list into Xero HQ to enable features for managing your clients, even if they aren't on Xero.
Tag and securely store documents and emails against each client.
Navigation that anchors you to your practice so you can easily switch between the apps you use and access useful tools.
Sign in to all Xero tools with the same login details.
Connect with a curated selection of third-party apps, to give you the integrated solution that’s right for you.
Recognising the need for practices to do away with desktop servers, Xero started to build and develop cloud practice solutions.
28 February 2007
Check back regularly to see progress. To give your feedback as we develop your practice tools or to gain early access to features on the value map, become a Next Gen Practice Insider.
By seamlessly connecting your clients’ books to your accounts and compliance work, Xero can save you time and eliminate double-handling.
By seamlessly connecting your clients’ books to your accounts & compliance work, Xero saves you time & eliminates double-handling.
Emails can be easily personalised and saved for future use. Resending is also made easy.
Easily collate any document to be e-signed or approved through Adobe Sign, by your clients.
New for Insiders
Making it easier to manage billing, track time, and get instant oversight of practice performance and profitabilty.
It’s easier to get visibility of jobs, reprioritise and carry out bulk actions with the refreshed Job Manager.
soon
Report builder enhancements that make it much easier to sort, find, and filter on all reports in Xero Practice Manager.
NOW
Greater customisation so that advisors across different countries can provide a tailored reporting experience for their clients.
Additional layout editing tools that make customising the layout of your financial statements and reports faster.
NOW
Functionality that makes it easier to prepare compliance reports for clients.
No matter where you are in Xero, it's easy to record and enter your time.
Integration of best-in-class spreadsheet calculation tools and customisable data fields in worksheets.
Take the work out of workpapers with a fully featured workpapers tool built for Xero practices
Enabling compliance with 1099 tax requirements and regulatory changes with accurate data at the right time.
United States
soon
Report provincial sales tax with automatic calculation of your return. Built to comply with the CRA and regional requirements.
soon
Prepare and manage GST and HST in compliance with the CRA's requirements.
New VAT201 report that enables you to prepare and manage VAT201 in line with the new SARS guidelines with confidence and speed.
South Africa
Recognising the need for practices to do away with desktop servers, Xero started to build and develop cloud practice solutions.
28 February 2007
Check back regularly to see progress. To give your feedback as we develop your practice tools or to gain early access to features on the value map, become a Next Gen Practice Insider.
Get the right training to upskill yourself and set up current clients, then showcase that expertise to find new clients and grow your business.
Get the right training to upskill yourself and set up current clients. Showcase that expertise to find the best new clients.
More opportunities to be found by clients in more places and easy conversion to new clients.
We're bringing more of the power of Xero Central into our products so you can learn as you use the product.
Easily onboard your clients with a new visually refreshed streamlined Xero experience
Soon
Create your own chart of account templates (COA) using your own practice's COA format to streamline client onboarding.
soon
Regionalised chart of account templates in Xero HQ streamline client on-boarding. Accounts are pre-mapped to report codes.
Convert your clients data to import into Xero, such as chart of accounts, conversion balances and contacts.
Convert software data easily for clients with a conversion service. Move My Book recently added for Canada.
Messages in Xero encourage small businesses without an advisor to connect with practice staff with relevant expertise.
soon
Attract new clients by listing your practice in the advisor directory.
Become a certified Xero advisor. Learn how to set up clients, carry out common tasks, and get the most out of Xero.
Quickly onboard staff, easily assign permissions, view their certification status and review their education.
Recognising the need for practices to do away with desktop servers, Xero started to build and develop cloud practice solutions.
28 February 2007
Check back regularly to see progress. To give your feedback as we develop your practice tools or to gain early access to features on the value map, become a Next Gen Practice Insider.
Because Xero collects, creates and processes transactions automatically, your clients’ data stays tidy and you only have to check in when there are anomalies.
Because Xero collects, creates and processes transactions automatically, your clients’ data stays tidy.
Get notified of a duplicate document upload in Hubdoc; saving you time and reducing errors in the books.
soon
Complete your compliance work faster. Set up save and send customised questionnaires that clients can respond to easily.
Connect to your bank so transactions flow automatically into Xero each business day.
Quickly categorise your bank transactions as they flow in to Xero each day so you can track cash flow and be ready at tax time.
Clean up accounts quickly. Recode up to 2000 line items at once: accounts, tax rates, tracking and contacts, paid and unpaid.
Quickly reconcile bank statement lines relating to cash payments by creating spend and receive money transactions.
Easily get bills and receipts into Xero by email, mobile, desktop or scanner. Data is automatically extracted and posted to Xero.
Recognising the need for practices to do away with desktop servers, Xero started to build and develop cloud practice solutions.
28 February 2007
Check back regularly to see progress. To give your feedback as we develop your practice tools or to gain early access to features on the value map, become a Next Gen Practice Insider.
You’ll be able to make more informed decisions faster because Xero can find and show you the most relevant insights at the right time.
Make more informed decisions faster because Xero finds and shows you the most relevant insights at the right time.
No matter where you are in Xero, it's easy to see client information.
View clients and essential information by saving personalised views that provide you with the information you need.
A new, clean table format, including the ability to sort, filter, group, and export the data you want to see
NOW
Manage your clients in Xero HQ, group and filter to find who you need.
Customisable analysis of business performance with business snapshot.
Greater overview of the business health in short-term cash flow with cash predictions.
Get a real-time overview of financial performance, and cash flow projections for invoices and bills.
Use the activity feed to monitor client and practice activities, transactions to reconcile, workpapers to attend to, and more.
Get insights Xero HQ Explorer into which apps your clients use, which industries they’re in, and which banks they work with.
Monthly revenue export and COVID-19 support resources. Use the YoY revenue comparison and variance to see which clients need help.
An aerial view of key payroll information for your clients.
Australia
Recognising the need for practices to do away with desktop servers, Xero started to build and develop cloud practice solutions.
28 February 2007
Check back regularly to see progress. To give your feedback as we develop your practice tools or to gain early access to features on the value map, become a Next Gen Practice Insider.