How to introduce and move your clients to Xero

This guide covers six steps for successfully introducing and moving your clients to Xero.


Resources to help your clients move

Change can be unsettling and convincing clients to switch is a challenge. Here are some tools to help.

Get started with Xero

Share how Xero can improve the state of your clients finances and save them time.

Find out more

A quick overview of Xero for your clients

Use this easy to digest, two page PDF to quickly introduce your clients to Xero.

Download guide

Sage to Xero webinar

This is an in depth, step by step video guide demonstrating how easy switching from Sage to Xero can be.

Watch webinar

Having clients on Xero has allowed us to become at least 40% more efficient when carrying out transactional work such as bookkeeping or year-end statutory compliances.

Jahan Aslam, Fusion Accountants

Portrait of an accountant in a business suit

Benefits of the Xero partner programme

You can list your practice, at no cost, on our Xero advisor directory, making it visible to thousands of potential clients.

A dedicated account manager will be on hand to help you with onboarding and answer any of your questions about Xero.

As a Xero partner you have a free Xero subscription to help run your practice. This includes Xero Tax, Xero Projects, Xero Payroll, Xero Expenses, Pay with Transferwise, and Hubdoc – at no extra cost.

Convert up to 24 months of client data for free – a saving of £180 – for a seamless transition. Whether your clients were on selected versions of Sage, Kashflow or Quickbooks (desktop or online), you can easily transfer the data to Xero for free with Movemybooks, our conversion partner.

Switch to Xero for free

Get access to our start-to-finish accounts production and tax software, allowing you to take control of accounts and tax returns for companies and individuals all in one place.

Learn more about Xero Tax

Upgrade spreadsheet and shoebox clients to Xero and systemise your smallest clients for less than you think. Xero ledger is only £2 a month.

Find out more about cashbook and ledger

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.