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.
Worth the effort
Bringing clients on board to Xero takes time and effort, but the rewards are worth it. And we can help.
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:
- Co-branded master presentation
- Business tasks made easy flyer
- How-to guide on introducing and moving your clients to Xero
- Xero solution matrix
- Tips for hosting a winning virtual event
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.
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.