Breaking client barriers for seamless onboarding

Moving clients over to Xero helps them run their business more efficiently and has huge benefits for your practice too.

Two people break through a brick wall guided by their accountant.

Worth the effort

Bringing clients on board to Xero takes time and effort, but the rewards are worth it. And we can help.

The covers of three Xero guides for accountants and bookkeepers.

Gain confidence

Feel more confident in promoting and demonstrating the benefits of Xero to clients.

Learn how to overcome objections

Use our online training and resources to learn how to overcome client objections.

Get help and support

We’ll help you create a seamless onboarding process for your clients.

Promote Xero to clients with confidence

Get your onboarding resource pack

You can download a collection of co-branded resources, personalise them with your logo, then share them with clients. Here’s what’s included:

  • Included
    Co-branded master presentation
  • Included
    Business tasks made easy flyer
  • Included
    How-to guide on introducing and moving your clients to Xero
  • Included
    Xero solution matrix
  • Included
    Tips for hosting a winning virtual event
Download resources

We’re here to help

Get help from your account manager

Your dedicated account manager is there to help and support you with any questions you may have about onboarding clients.

Get help from a partner consultant

Your account manager can book you 30 minutes with one of our Xero onboarding specialists who’ll advise you on the process.

Gareth Canterbury, Partner Consulting Manager

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.