Access contact details, notes and work to be done.
Send requests to collect the information you need.
See the apps, industries and banks clients use.
Add third-party apps to help run your practice.
Bring all your client contacts and staff details together, organise them, and see upcoming work.
Create and send requests for documents and raise queries to all your clients securely in Xero HQ and keep track of what you've asked for.
Explore and get insights about your clients. Then use them when promoting and marketing your services.
Find apps for use in your practice that connect to Xero HQ. Add apps that automate routine tasks and make your practice more efficient.
Set up a listing that lets businesses find you in the advisor directory on the Xero website. Your listing can include your practice's bank, industry and connected app experience which is drawn from the client details you’ve recorded in Xero HQ. Some criteria apply including being at least a bronze partner.See the criteria and how to set up an advisor directory listing
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.See how to access report templates
Import all your clients from Xero Practice Manager when you're starting to use Xero HQ. Any potential duplicates are identified so they can be merged.See how to import clients from Xero Practice Manager