Practical tips on transitioning clients to new software
Moving clients over to Xero helps them run their business more efficiently and has huge benefits for your practice too.
Real world advice to address client barriers
Our 2021 UK Xero Award winners have taken the time to pass on some words of wisdom on how to deal with common client frustrations.
Client frustration: Switching to new software is difficult and confusing
Stuart Hurst, Accounts and Legal
Watch Stuart's videoClient frustration: Losing important documents and keeping documents secure
Max Whiteley, UHY Hacker Young (Manchester)
Watch Max's videoClient frustration: Unable to share or access information easily
Adam Pritchard, Linford Grey
Watch Adam's videoClient frustration: Managing finances is time consuming
Hannah Boccaccio, Lalor O’Shea McQuillan
Watch Hannah's videoClient frustration: Insufficient data to make decisions
Jahan Aslam, Fusion Accountants
Watch Jahan's video
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
Resources for showing Xero to your clients
We’ve put together some helpful resources to help you feel confident when promoting and demonstrating the benefits of Xero.
How to introduce and move clients to Xero
This guide covers six steps for successfully introducing and moving your clients to Xero.
Breaking onboarding barriers
This is a one page client frustration cheat sheet.
A quick overview of Xero for your clients
Use this easy to digest, two page PDF to quickly introduce your clients to Xero.
Book a free consultation
Our experts are ready to make you and your clients' switching journey as hassle free as possible.