Powerful practice management software
Xero Practice Manager is accounting practice management software that streamlines your workflows and boosts efficiency.
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How Xero Practice Manager simplifies and streamlines your practice
Smarter data at your fingertips
You want a solution that pulls data from Xero, creates customised reports and streamlines your practice.
Automated job tracking and invoicing
You have 3-10 staff and need to allocate jobs, tasks, due dates, and convert hours worked into invoices.
Boost efficiency with total integration
You need an integrated practice management and tax solution that keeps invoices, payments and clients in sync.
Xero Tax integration - coming soon!
Soon you’ll be able to connect your jobs to your client tax returns as we integrate Xero Practice Manager and Tax to help improve job management workflows, giving you full visibility on one platform.
More about Xero Tax
Assign work to staff
Customise templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software.
- View the jobs that are scheduled, plus who’s assigned to them
- Set task deadlines and milestones, notify staff, and mark complete
- See productivity targets and actual billable time on the dashboard
Track and invoice time
Enter time on jobs by duration or by start and stop time, and convert it into progress or final invoices.
- Enter a fixed price or use rates and markups to automatically calculate invoices
- Create task descriptions to automate entering tasks into invoices
- View the dollar value of all work in progress or segments of it
Create customised reports
Run standard reports, customise sample reports, or build your own using Xero’s practice management software.
- Create reports specific to each client including jobs, time, and costs
- Get reports on productivity, recoverable costs and internal time
- Include charts in reports so they’re easy to understand at a glance
Integrate with Xero
Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software.
- Customise how data syncs between the two
- Share invoices, key client details and more
- Invoices marked as paid in Xero show as paid in Xero Practice Manager
More about Xero Practice Manager
Free for accounting and bookkeeping practices who have reached silver, gold or platinum partner status on the Xero partner programme. New Xero partners and those at bronze level can try Xero Practice Manager free for 14 days, then subscribe for £99/month for up to 10 users. These prices exclude VAT, and Xero Workpapers are included at no extra cost.
Find out about partner status levels and rewardsFree for accounting and bookkeeping practices who have reached silver, gold or platinum partner status on the Xero partner programme. New Xero partners and those at bronze level can try Xero Practice Manager free for 14 days, then subscribe for £99/month for up to 10 users. These prices exclude VAT, and Xero Workpapers are included at no extra cost.
Find out about partner status levels and rewardsSet up Xero Practice Manager with the help of our expert consultants, and get your practice running smoothly in no time. Choose the option that works best for you and walk away with a new practice management solution.
Find out moreSet up Xero Practice Manager with the help of our expert consultants, and get your practice running smoothly in no time. Choose the option that works best for you and walk away with a new practice management solution.
Find out moreRead our case study to understand how one firm is utilising Xero Practice Manager to evolve and take better care of itself and its clients.
Case study: Operating a streamlined practice with Xero Practice ManagerRead our case study to understand how one firm is utilising Xero Practice Manager to evolve and take better care of itself and its clients.
Case study: Operating a streamlined practice with Xero Practice ManagerExchange data between Xero Practice Manager and other Xero practice tools, Xero HQ, Xero Workpapers, and Xero Tax. Connect with third-party specialised practice apps including proposal, onboarding, and document management apps to make managing your business even easier.
See practice management apps in the Xero App StoreExchange data between Xero Practice Manager and other Xero practice tools, Xero HQ, Xero Workpapers, and Xero Tax. Connect with third-party specialised practice apps including proposal, onboarding, and document management apps to make managing your business even easier.
See practice management apps in the Xero App StoreXero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. We recommend using our partner consulting team to create the optimal setup for your practice. You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.
See how to create a custom document templateXero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. We recommend using our partner consulting team to create the optimal setup for your practice. You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.
See how to create a custom document template
Start using Xero Practice Manager for free
Xero Practice Manager is free for accounting and bookkeeping practices who have reached silver, gold or platinum status on the Xero partner programme. If you're an existing Xero partner you can log in and try it free for 14 days.
More for accountants and bookkeepers
See more products- Xero Workpapers
Manage compliance workflows
- Xero HQ
Manage clients and staff
- Xero Cashbook, Xero Ledger
Starter plans for smaller clients
