Clients, staff and insights in one place

Understand your clients, work faster, and give informed advice using Xero HQ in your accounting or bookkeeping practice.

Join the partner program to use Xero HQ

Manage clients and staff

See client info at a glance and assign staff.

Assess clients’ financial health

View client insights and grow advisory services.

Get set up easily

Set up Xero HQ fast for smooth-running operations.

Gather client information

Collect information and documents securely.

Manage clients and staff

See and work from a list of all your clients in Xero HQ.

  • Included
    Manage the staff members assigned to a client
  • Included
    Sort, filter, group, and export selected client information
A list of all an accounting practice’s clients displays on a laptop.

Assess clients’ financial health

Easily identify which Xero clients would benefit from support or advice from you, to help grow your advisory services.

  • Included
    See key financial indicators across all Xero business edition clients
  • Included
    View up-to-date client data and see if a client has unreconciled transactions
  • Included
    Sort, filter and compare data to identify concerns and opportunities
More about client insights

Get set up easily

Run your practice smoothly with tools and training customised for the practice and personalised for clients.

  • Included
    Build customised report templates with your practice branding
  • Included
    Create chart of accounts templates to use for client accounts
  • Included
    Set up practice staff with access to clients

Gather client information

Keep the work moving. Ask for what you need and send queries to all your clients and manage them in Xero HQ.

  • Included
    Quickly compile client queries, send, and keep track of them
  • Included
    Create templates and checklists with customised questions
  • Included
    Exchange documents via a secure client portal
The client query interface in Xero, with a query stating "Can you please send me Invoice #12345-7?"

More about Xero HQ

Set up report templates in Xero HQ (or in Xero Practice Manager) for all your staff members to access. Use report templates to run powerful customised reports for your practice. Produce reports for different clients while letting each organisation keep using their own chart of accounts.

Learn more about report templates

Set up report templates in Xero HQ (or in Xero Practice Manager) for all your staff members to access. Use report templates to run powerful customised reports for your practice. Produce reports for different clients while letting each organisation keep using their own chart of accounts.

Learn more about report templates

Xero HQ Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.

See how to use Ask in Xero HQ

Xero HQ Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.

See how to use Ask in Xero HQ

Join the partner program and get Xero HQ for free

Xero HQ is free for all accounting and bookkeeping practices who are members of the Xero partner program.

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