Manage clients, staff and queries efficiently

Understand your clients, work faster, and give informed advice using Xero HQ in your accounting or bookkeeping practice.

Start using Xero HQ

Manage clients and staff

See client info at a glance and assign staff.

Get set up easily

Set up Xero HQ fast for smooth-running operations.

Gather client information

Collect information and documents securely.

Grow your practice

Get found by new clients in the advisor directory.

Manage clients and staff

See and work from a list of all your clients in Xero HQ.

  • Included
    Manage the staff members assigned to a client
  • Included
    Explore insights about your clients
  • Included
    Sort, filter, group, and export selected client information
A list of all an accounting practice’s clients displays on a laptop.

Get set up easily

Run your practice smoothly with tools and training customized for the practice and personalised for clients.

  • Included
    Build customized report templates with your practice branding
  • Included
    Create chart of accounts templates to use for client accounts
  • Included
    Set up practice staff with access to clients
An accountant customises reports for the practice on a laptop.

Gather client information

Keep the work moving. Ask for what you need and send queries to all your clients and manage them in Xero HQ.

  • Included
    Quickly compile client queries, send, and keep track of them
  • Included
    Create templates and checklists with customized questions
  • Included
    Exchange documents via a secure client portal
A bookkeeper sends a request to a client for a copy of an invoice from within Xero.

Grow your practice

Make it easy for suitable new clients to find you, build your skills, and up your practice profile.

  • Included
    Use insights about your client base when promoting your services
  • Included
    Get training, upskill, and showcase that expertise
  • Included
    Receive well-matched leads direct into your client list
An accountant adds a new business to the practice’s growing client list.

More about Xero HQ

Set up report templates in Xero HQ (or in Xero Practice Manager) for all your staff members to access. Use report templates to run powerful customized reports for your practice. Produce reports for different clients while letting each organization keep using their own chart of accounts.

See how to access report templates

Set up a listing that lets businesses find you on the Xero website. Your listing can include your practice’s bank, industry and app experience, which is drawn from the client details you’ve recorded in Xero HQ. Criteria apply including being at least a bronze partner.

See the criteria and how to set up an advisor directory listing

Xero HQ Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they're a Xero user or not, clients use a secure login to access your questions and submit replies.

See how to use Ask in Xero HQ

Join the partner program and get Xero HQ for free

Xero HQ is free for all accounting and bookkeeping practices who are members of the Xero partner program.

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