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Working with clients

Accountants & bookkeepers

Learn how Xero helps you collaborate better with clients.

5 results returned
  • Xero for you and your clients

    Xero helps accounting and bookkeeping practices succeed. Discover how Xero’s features simplify your workflows and help your clients manage their businesses. Join our partner program to further enhance your practice, and get started with Xero easily.

    • Path
    • Duration 1.3h
    • Rating 5.0
  • Finalise the year end for your clients (AU)

    For Australian partners and advisors. Support your clients with financial year end tasks in Xero. Learn what to check before you start and how to prepare your data for their financial reports.

    • Duration 38m
    • Rating 5.0
    • Beginner
  • Explore Hubdoc

    Find out how Hubdoc can help automate document collection and data entry into Xero by automatically extracting key information from invoices and bills.

    • Duration 5m
    • Rating 5.0
  • Streamline client billing with online invoice payments 

    For accountants & bookkeepers in Australia and New Zealand. Connect your practice to online payment providers like Stripe or GoCardless to automate your client billing, making it easy for clients to pay online. Reduce the admin spent chasing payments and...

    • Event
    • Duration 30m
    • Intermediate