Manage all your clients in one place
Bring all your client contacts together on one single client list. Choose how to group and organize the details; record, tag and filter notes; and create useful lists and views. If you’ve already got clients in Xero Practice Manager, you can sync them with Xero HQ.
Need information from your clients? Just Ask!
Complete your compliance work faster by using Xero HQ Ask to request the exact information you need from clients. Set up, save and send customized questionnaires that clients can respond to easily – even if they don’t use Xero.Find out more
Find the insights you need
Use the explorer tab to get new and different views of your client base. Learn which apps your clients use, which industries they’re in and which banks they work with, including Yodlee bank connections and PayPal, and use that information to drive your services.
Create powerful and intelligent reports in minutes
Provide your clients with detailed, up-to-the-minute information using Xero’s powerful reporting tools and flexible report templates. All the information you need is connected via the single ledger.
Know exactly what needs to be done
Use the activity feed to keep an eye on all of your client and practice activities. See when there are transactions to reconcile, workpapers to attend to, and more. Then click straight through to make it happen.
Easy staff management
Manage staff access to your Xero HQ client list, and your clients in Xero - all in one place. Quickly onboard new staff and clients to your practice with easily-assigned permissions and maintain education with full visibility over their certification status.