Powerful practice management software

Xero Practice Manager is accounting practice management software that streamlines your workflows and boosts efficiency.

Watch the Xero Practice Manager video

Assign work to staff

Allocate jobs and tasks together with due dates.

Track and invoice time

Record hours worked and convert them to invoices.

Integrate with Xero

Keep invoices, payments and clients in sync.

Create customized reports

Run standard reports or build your own.

Assign work to staff

Customize templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software.

  • Included
    View the jobs that are scheduled, plus who’s assigned to them
  • Included
    Set task deadlines and milestones, notify staff, and mark complete
  • Included
    See productivity targets and actual billable time on the dashboard
A tablet in landscape view shows the Xero practice manager job management screen

Track and invoice time

Enter time on jobs by duration or by start and stop time, and convert it into progress or final invoices.

  • Included
    Enter a fixed price or use rates and markups to automatically calculate invoices
  • Included
    Create task descriptions to automate entering tasks into invoices
  • Included
    View the dollar value of all work in progress or segments of it

Integrate with Xero

Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software.

  • Included
    Customize how data syncs between the two
  • Included
    Share invoices, key client details and more
  • Included
    Invoices marked as paid in Xero show as paid in Xero Practice Manager
A pair of hands entering data into Xero Practice Manager on a laptop.

Create customized reports

Run standard reports, customize sample reports, or build your own using Xero’s practice management software.

  • Included
    Create reports specific to each client including jobs, time, and costs
  • Included
    Get reports on productivity, recoverable costs and internal time
  • Included
    Include charts in reports so they’re easy to understand at a glance
An accountant and a client work together using a laptop.

More about Xero Practice Manager

Xero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. We recommend using our partner consulting team to create the optimal setup for your practice. You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.

See how to create a custom document template

Exchange data between Xero Practice Manager and other Xero practice tools, Xero HQ and Xero Workpapers. Plus integrate with over 30 third-party apps including proposal, onboarding, and document management apps.

See practice management apps in the Xero App Store

As a Xero partner, there’s no charge for Xero Practice Manager once you reach silver partner status. New Xero partners and those at bronze level can try Xero Practice Manager free for 14 days, then subscribe for USD $149/month for up to 10 users. Xero Workpapers is included at no extra cost.

Find out about partner status levels and rewards

Start using Xero Practice Manager for free

Xero Practice Manager is free for accounting and bookkeeping practices who have reached silver, gold or platinum status on the Xero partner program. If you're an existing Xero partner, you can log in and try it free for 14 days.

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