Breaking client barriers for seamless onboarding

Moving clients over to Xero helps them run their business more efficiently and has huge benefits for your practice too.

Two people break through a brick wall guided by their accountant.

We know that onboarding takes time and effort, but the rewards are worth it. That’s why we want to help you feel more confident in promoting and demonstrating the benefits of Xero, using online training and resources to show you how to overcome client objections — and create a seamless onboarding process.

This page contains:

  • advice for addressing client barriers
  • details of training courses and webinars
  • a resource pack to download
  • a client gift offer

Award-winning advice to address client barriers

Our 2021 UK Xero Award winners are all real advocates of Xero, who have conversations with clients every day about why it is the best accounting solution for them. We asked them how they deal with common client frustrations and show how Xero can be the answer. Hear their advice in these six short videos.

Make sure you also download the resource pack which includes our Xero solution matrix — your own handy cheat sheet of how to tackle client objectives.

Dealing with client frustrations

Client frustration: Lacking visibility on cash flow

Client frustration: Lacking visibility on cash flow

Kieran Pheland, Cloud 360

Client frustration: Switching to new software is difficult and confusing

Client frustration: Switching to new software is difficult and confusing

Stuart Hurst, Acc

Client frustration: Losing important documents and keeping documents secure

Client frustration: Losing important documents and keeping documents secure

Max Whiteley, UHY Hacker Young (Manchester)

Client frustration: Unable to share or access information easily

Client frustration: Unable to share or access information easily

Adam Pritchard, Linford Grey

Client frustration: Managing finances is time consuming

Client frustration: Managing finances is time consuming

Hannah Boccaccio, Lalor O’Shea McQuillan

Client frustration: Insufficient data to make decisions

Client frustration: Insufficient data to make decisions

Jahan Aslam, Fusion Accountants

Training

Head and shoulders image of Xero education specialist, Becca Smith.

Showcase Xero to your clients

Learn from the best and see how our Xero Education experts deliver a kick-ass demo of Xero. They’ll show you how to present Xero to your clients, what key features to demonstrate and what benefits to call out to ensure your clients have no objections.

A bookkeeper uses Xero features on their laptop to sort out invoicing for time spent on a job.

Train and support your clients

See how to provide training and support to your clients when they move to Xero. Develop a handover and training plan, review how clients do bank reconciliation and educate thems on the tools for monitoring cash flow.

A list of employees to be paid displays in Xero on a tablet.

Client onboarding webinars

Learn to identify your clients software needs and bring them on your Xero journey.

“When onboarding new clients, listen to see what their expectations are. Acknowledge that there will be change but reassure them that with Xero and your expertise, the accounting side of their business will run more efficiently and effectively.”

When onboarding new clients, listen to see what their expectations are. Acknowledge that there will be change but reassure them that with Xero and your expertise, the accounting side of their business will run more efficiently and effectively.

Hannah Boccaccio, Lalor O’Shee McQuillan, Xero Awards Winner 2021

Head and shoulders image of Xero Awards Winner 2021, Hannah Boccaccio
Cover of a Xero guide to hosting a winning virtual event.

Resources

Resources for showing Xero to your clients

We’ve put together a collection of co-branded resources that can be personalised with your own logo and language to help you talk and promote Xero to your clients. Here’s what’s included:

  • Co-branded master presentation
  • Co-branded client flyer
  • Co-branded Xero demo
  • How-to guide on introducing and moving your clients to Xero
  • Xero solution matrix
  • Tips for hosting a winning virtual event

Start using Xero for free

Access all Xero features for 30 days, then decide which plan best suits your business.

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    Cancel any time
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