Support for implementing Xero Practice Manager

Resources to support the implementation that works best for you

Our self-paced learning model allows you to follow along at your own pace. Get up to speed at the time and place that suits you and your practice.

Self-paced onboarding

Take a self-paced learning journey to enable and embed Xero Practice Manager into your practice. If you’re moving from spreadsheets or manual practice management then head to the self-paced learning course and begin your set-up journey.

Getting started on your journey

From start to finish, we’ll support you through your Xero Practice Manager journey. Here’s just a taste of how that might look.

Scoping your requirements

Do you have an understanding of your practice requirements for your new practice management software? If yes, we suggest our self-paced course. And your account manager can help you explore the best implementation option for your circumstances.

Data conversions

You may think that bringing across data from your old platform to Xero could be tricky. But not to worry. From pre-conversion, to post-conversion we’ll help you determine what information is useful and how Xero can help you make sense of it all.

Implementation approach

If you’re unsure which implementation option is right for you, simply reach out to your account manager and we’ll be in touch to understand your requirements and set out a clear project plan.

Beyond implementation

After implementation, we recommend you keep a feedback log. Additionally, book a check-in session via your account manager at three and six months to ensure the tools are being used as intended and to their full capacity.

Here for you at any stage of your journey

As with Xero, with Xero Practice Manager you get free online support 24/7 from our customer support team. When you're looking for answers, start by searching the support articles in Xero Central. If you still have questions, use the Contact Xero Support button at the bottom of any article to raise a case.