Checklist to choose the right technology

Our checklist to choosing the right technology for your accounting or bookkeeping practice helps you make the switch confidently. From identifying firm needs to addressing pain points, use this checklist to see what solutions can be implemented for your firm.

Three overlapping pages from the checklist to choose the right technology, surrounded by three yellow asterisks.

This guide helps you

Identify your firm’s needs

Learn strategies to evaluate your workflow, identifying areas for improvement and opportunities for growth.

Evaluate solutions for your practice

Evaluate some app solutions we’ve paired with common pain points to help you gain more efficiency.

Decide how the right software can help you

Discover tips to assess each software so you can give your practice the right tools for success.

Download the checklist

Download the checklist and empower your accounting or bookkeeping practice with the right technology.

Become a Xero partner

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