About Xero
The financials, banking, and advisors of a company may be accessed at any time, day or night, thanks to Xero, a cloud-based accounting software.
Xero was established in 2006, making it an early adopter of cloud accounting software. It now has 3.7 million users across New Zealand, Australia, and the United Kingdom.
Xero‘s seasoned board, management, and leadership teams have worked tirelessly to ensure the company’s dedication to innovation and customer success.
Their team is excited to help businesses, accounting firms, and bookkeepers automate, collaborate, and grow.
Join their team of brilliant minds and help make the world a better place for companies of all sizes.
See what Xero can do for accountants and bookkeepers
Manage clients, staff and queries efficiently
When you use Xero HQ in your accounting or bookkeeping practice, you can better understand your clients, get more work done in less time, and provide more educated advise.
Manage clients and staff
See client info at a glance and assign staff.
Get set up easily
Set up Xero HQ fast for smooth-running operations.
Gather client information
Collect information and documents securely.
Grow your practice
Get found by new clients in the advisor directory.
Client and employee management
Within Xero HQ, you will be able to view and work from a list of all of your customers.
- Take charge of the team members that are devoted to a client.
- Information about selected customers can be arranged, filtered, grouped, and exported.
Get set up easily
Your practice will run more efficiently with tools and training that are tailored to the needs of the practice and the individuals who use it.
- Construct individualized report formats that feature your practice’s branding.
- Make templates for the chart of accounts, and use them for customer accounts.
- Ensure that personnel at the practice have access to patients.
Collecting Client Data
Don’t let the work pile up. You can get what you need by requesting it, sending queries to all of your customers, and managing all of these interactions in Xero HQ.
- Compile and submit customer questions as quickly as possible, and then maintain track of them.
- Make use of templates and checklists, and populate them with your own questions when appropriate.
- Documents can be traded with the use of a protected client portal.
Expand your expertise
You should make it easy for prospective new clients who are a good fit for your profession to locate you, so that you can improve your skills and raise the visibility of your practice.
- Incorporate knowledge about your clientele into your advertising efforts.
- Improve your knowledge and abilities and then flaunt them.
- Get high-quality leads
More about Xero HQ
1. Use report templates for client and practice reporting
Create a report template in Xero HQ (or Xero Practice Manager) and make it available to your entire team. You may generate effective, tailor-made reports for your clinic by using report templates. Report for multiple clients while letting each company keep its own accounting method.
2. List your practice in the Xero advisor directory
Create a profile on Xero‘s website so that local businesses may easily locate you. Client information stored in Xero HQ can be used to populate your listing with information on the type of banking, industries served, and apps used by your practice. Being at least a bronze partner is one of the requirements.
3. Communicate with clients within Xero HQ
To safely request data or files from customers, use Xero HQ Ask. View unanswered customer questions and keep tabs on responses. Clients, whether or not they use Xero, can see your questions and submit responses via a password-protected login.
4. Manage client VAT returns in Xero HQ
Take care of your Xero VAT customers in one convenient location. With Xero HQ, you can keep track of when VAT is due, what clients have MTD connection errors, and more. As a result, VAT client management is facilitated, accelerated, and optimized.
