Step 1. Become a Xero partner
Be more productive with Xero. Clients code, you analyse and advise – it’s an efficient way to work that makes it easy to add value. Get started by joining the Xero partner programme.
It’s easy and free, and when you reach bronze partner status, you'll unlock exclusive perks.
Step 2. Get certified for free
Being certified demonstrates your Xero expertise and brings you one step closer to bronze partner status. You can learn at your own pace or in webinars and get certified in as little as a day.
It’s easy to certify multiple advisors and, once you’ve added five Xero clients – new clients will be able to find you on the advisor directory.
Step 3. Choose your first Xero clients
Though any small business will benefit from Xero, it’s important to carefully select your first clients. Here are a few pointers to help you get it right as a new partner.
Want to migrate a large number of clients? No problem. Contact our partner team at partnerteam@xero.com – we’ll be happy to advise and assist.
Work with internal clients first to enjoy efficiency gains without needing clients to change their processes.
Consider clients who do their own bookkeeping – they’ll be primed to take advantage of Xero’s streamlined way of working.
Moving clients from Sage? Our conversion partner Cloud Convert will migrate your clients and their historical data.
Step 4. Select plans to fit your clients
Xero business editions: for any small business
Starter US$20 / mo
Great for micro businesses with a few transactions each month.
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Unlimited users
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Send 5 quotes & invoices
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Reconcile bank transactions
Standard US$30 / mo
For small businesses, complete with all the features you’d expect.
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Unlimited users
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Send quotes & invoices
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Reconcile bank transactions
Premium US$40 / mo
For small businesses that need to work across multiple currencies.
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Unlimited users
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Send quotes & invoices
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Reconcile bank transactions
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Multi-currency accounting
Partner editions: only for your clients
Xero Ledger US$3 / mo
Perfect for clients who only need annual accounts preparation.
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Read-only client access
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Import bank statements
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Reconcile bank transactions
Xero Cashbook US$12 / mo
Designed for clients who don’t need invoicing.
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Limited client access
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Automatic bank feeds
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Monitor budget & performance
Step 5. Learn and grow with Xero
Get free resources online that bring you up to Xero-speed in a flash. From written guides to video tutorials, you’ll find all the information you need to help you and your clients thrive with Xero.
Learn how to get the most out of Xero with Xero learning and Xero TV
Get help on all things Xero at
Xero Central
Bronze partners unlock exclusive perks
Small business leads
Get a listing on our advisor directory, where small businesses are searching for advisors like you.
Dedicated account manager
Get the support and information you need to grow from your own specialist account manager.
Enablement experts
Helping you make a speedy, seamless transition from your previous accounting package to Xero.
Marketing support
Our team of experts is here to help with almost anything – any time of day, any day of the week.
24/7 support
Our team of experts is here to help with almost anything – any time of day, any day of the week.
Live and online learning
Upskill with training and events so you and your clients can get the most out of Xero
Get 50% off for three months
To help you get started, we're giving your new clients 50% off any Xero business edition plan for three months. Sign up to the partner programme and we'll get in touch with your exclusive promo code.*
Sign up now*The Xero partner programme is for accountants and bookkeepers within a practice or firm