Your next generation practice

We’re working hard to create and connect tools that will help you work more efficiently, collaborate with your clients better and get the most out of the entire Xero platform. Introducing the next generation practice for accountants and bookkeepers.


Be part of the future

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Explore the practice tools value map

See what’s available now and what’s
coming next in the timelines below.

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Become an insider

Get early access to new features and products and give us your feedback to help build Xero’s future practice tools. Join today.

What is the next gen practice value map?

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.

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The cards below are colour coded to show the level of progress for each enhancement.

Connected services

Unifying your data and tools so you’ve got consistent information wherever you are and only have to update data in one place.

Future

Client Database

Make Xero HQ a purpose-built Customer Relationship Management system leveraging the data from across the Xero platform

Xero HQ: A purpose-built CRM

One shared database for your client records that syncs across the entire Xero platform. There's just one place to manage clients.

Single source of truth and 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.

Shared clients

Client names between Xero HQ and Xero Practice Manager match so that the client list becomes consistent.

Consistent client names

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.

Enable Xero HQ features for all your clients

28 February 2007

There’s more to come

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.

End-to-end workflows

By seamlessly connecting your clients’ books to your accounts and compliance work, Xero can save you time and eliminate double-handling.

Future

28 February 2007

There’s more to come

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.

Grow knowledge & clients

Get the right training to upskill yourself and set up current clients, then showcase that expertise to find new clients and grow your business.

Future

Seamless onboarding　

Easily onboard your clients with a new visually refreshed streamlined Xero experience

Effortlessly onboard new clients

Soon

Create your own chart of account templates (COA) using your own practice's COA format to streamline client onboarding.

Customised COA templates

soon

Regionalised chart of account templates in Xero HQ streamline client on-boarding. Accounts are pre-mapped to report codes.

Regionalised COA templates

Convert your clients data to import into Xero, such as chart of accounts, conversion balances and contacts.

Conversion tool box

Convert software data easily for clients with a conversion service. Move My Book recently added for Canada.

Conversion services

28 February 2007

There’s more to come

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.

High-integrity data

Because Xero collects, creates and processes transactions automatically, your clients’ data stays tidy and you only have to check in when there are anomalies.

Future

28 February 2007

There’s more to come

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.

Real-time insights

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.

Future

xero tax

28 February 2007

There’s more to come

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 early access as an Insider

As a Next Gen Practice Insider you could be among the first Xero partners to be invited into beta trials and have early access to explore new practice features and products. You’ll be able to give feedback directly to our product development teams to let us know how these tools work for running your practice and collaborating with clients. 

Being an Insider is your chance to help build Xero’s future practice tools as you learn more about what’s available to you and your team.

To become a Next Gen Practice Insider, sign up now and we’ll be in touch with opportunities to get involved!

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