Liberty Tax Hub
Your one-stop shop for all things Xero/Liberty Tax related.
Liberty Tax + Xero
Liberty Tax has selected Xero as the preferred cloud accounting software for its new small business offering. By combining the expertise of Liberty Tax professionals with the financial tools and insights the Xero platform provides, franchisees can expand their offerings for their small business clients and advise them year-round.
Why Xero?
Xero is a leading global cloud accounting software platform for small businesses and advisors. By working closely with Xero, Liberty Tax professionals and their clients will have access to insights on day-to-day and month-to-month activity, along with real-time views on key metrics such as cash flow, invoices and payments, and business forecasting.
Our first impression of Xero was that it was a very user friendly, very well laid out product. The bank feed and the bank rec are definitely two significant features that will help save a lot of time during tax time.
Steve Nabuurs, Owner Liberty Tax Prince Edward Island
How Liberty Tax teams use Xero
The Xero co-op marketing fund
Ready to grow your business? Let’s work together to attract new clients and provide even more value for your existing ones. The partner marketing fund is here to support you with education, tools, templates, resources - and funds - you’ll need to execute great marketing. This document outlines the eligibility criteria, the strategies we may fund, and how to apply.
Let's start a great partnership
Contact the team now and we’ll be in touch to get you set up on Xero and connected to a dedicated account manager.
Liberty Tax’s dedicated teams
A dedicated resource to Liberty Tax, the Xero team is here to support franchisees expand their offerings for their small business clients. Each franchisee will have a dedicated account manager to act as the main point of contact and deliver office-specific strategy sessions. With expert product knowledge, Xero’s partner consultants provide answers to the hard questions, including troubleshooting on client files and additional education and training.
Explore our resources to help you grow
Discover all the information you need to get started with Xero for you, and your clients.
Boost your bookkeeping with Xero
This booklet covers the tools and assets Xero provides bookkeepers so they can find new ways to help their clients thrive.
Xero fact sheet
A brief overview of Xero, including answers to frequently asked questions.
Resources for your clients
Download and share the following resources with your clients.
Guide: Why you should work with a bookkeeper
In this guide we'll look at what a bookkeeper can do for your clients and when they might hire one.
Xero + Liberty Tax Brochure
Download this guide to see how the Xero and Liberty Tax partnership can do so much more together.
Do small businesses need an advisor?
Download this infographic to learn more about what small businesses want, what might be holding them back, and how this impacts their behavior.
Keep an eye out
We’re busy turning this space into somewhere you go for all things Xero/Liberty Tax related. So don’t forget to bookmark this site – we’ll be updating you with more information over time.