Partner Toolkit

Welcome to your all-in-one resource to learn, grow, be seen, share and more. Take a look and find the right tool for the job.

The partner toolkit is here to help your practice grow. When you click through to the areas below you will find useful documents, links and downloads.

Bringing a client onto Xero

Step 1 - arrow

Learn more at Xero U

Take one of our short online courses to upskill and earn certification credits.

View courses

 

Step 2 - convert

Set up a new client

Step through the tasks outlined in the setup guide, and contact Xero support for any help.

View setup guide

 

Step 3 - Xero U

Convert client data

Use the free tools in the conversion toolbox to transfer your client data into Xero.

Get started

 

More to explore

Xero podcasts

Tune in to podcasts

Xero community

Join the discussion