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.

making tax digital

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: Lacking visibility on cash flow

    Kieran Pheland, Cloud 360

    Watch Kieran's video
  • Client frustration: Switching to new software is difficult and confusing

    Stuart Hurst, Accounts and Legal

    Watch Stuart's video
  • Client frustration: Losing important documents and keeping documents secure

    Max Whiteley, UHY Hacker Young (Manchester)

    Watch Max's video
  • Client frustration: Unable to share or access information easily

    Adam Pritchard, Linford Grey

    Watch Adam's video
  • Client frustration: Managing finances is time consuming

    Hannah Boccaccio, Lalor O’Shea McQuillan

    Watch Hannah's video
  • Client 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.

Download guide

Breaking onboarding barriers

This is a one page client frustration cheat sheet.

Download 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.

Download PDF

Book a free consultation

Our experts are ready to make you and your clients' switching journey as hassle free as possible.