Xero Practice Manager

Powerful practice management software that delivers a live, transparent, and connected view of what’s important to you and your business.

Try Practice Manager

Connect to your clients

Seamless data sharing between Practice Manager and your client’s accounting system means information is always up-to-date. And always at your fingertips.

client manager dashboard

Client Manager

From contact details, WIP and debtors to custom fields. All in one place, always up to date because Practice Manager pulls information in from Xero.

Xero Integration

Invoicing is a breeze with data sharing between Practice Manager and Xero. Invoices are automatically synced between the two, along with any key client details.

Do your work

Powerful workflow management tools let you complete everyday tasks quickly,  efficiently and with less stress all around.



Record as you go. Time is saved to both the job and the person in the time increments chosen by your practice.

Job tracking

See all your active jobs, tasks and milestones from anywhere. Your overdue and over-budget jobs are automatically highlighted.

Invoice manager

All your invoices. All in one place. Chase up those that are overdue and approve ones that are still drafted.


Prepare detailed quotes outlining exactly what you’ll offer and related costings. When they’re accepted, they’ll automatically turn into jobs.

Manage your information

Don’t wait around for the answers. Find out what you need to know instantly so you can make decisions faster. And work smarter.

global search

Global Search

Search instantly from anywhere - without having to leave the page you’re on. One keyword gets you into all your clients’ details, jobs, invoices and quotes.


Focus on specifics. Filter out the noise. Choose the criteria you want to drill into from anywhere in the system for faster decision making.

custom filter

Custom fields

Turn client information that you’ve written down or kept on a hard drive into data that can be stored, tracked and reported on.

cloud storage services

Document management

Tap into information super quickly. Store all relevant documents (including ones in Box, Dropbox and Google Drive) against jobs and clients.

Work on the go

Use the WorkflowMax iOS app to manage your work while you're on the move.
Record time, access client information, add tasks – anywhere, anytime on your iPhone.

workflowmax for iOS

Use the timer to record
time worked directly

workflowmax for iOS

View all your active jobs

workflowmax for iOS

Edit your job tasks,
milestones and costs