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Run your practice

Accountants & bookkeepers

Learn how to streamline your practice workflows and get the most value out of Xero practice products.

8 results returned
  • Set up client jobs in Xero Practice Manager (AU)

    Set up your jobs for the new year so you can understand their profitability and manage them efficiently. Get your current jobs and clients ready, or if you're new to Practice Manager, follow our best-practice steps to get started the...

    • Duration 40m
    • Rating 4.5
    • Beginner
  • Move to the single client record

    We’re moving to a future where Xero Practice Manager (XPM), Xero HQ and Xero Tax are seamlessly connected. To help us achieve this vision, we’re creating a single source of truth for your client records across Xero HQ, XPM and...

    • Path
    • Duration 25m
  • Adopt Xero to help evolve your practice

    Unlock the power of Xero! Learn to transform your practice by replacing manual processes with automated, integrated workflows that benefit your practice, staff, and clients.

    • Path
  • Migrate your practice to Xero seamlessly

    This is for accountants & bookkeepers in Australia. Learn the steps to migrate to Xero from APS, Handisoft or MYOB from start to finish. Understand how Xero supports your conversion, the options available and your role in the conversion process....

    • Event
    • Duration 45m
  • Elevate your Bookkeeping Practices with XPM & XBert

    Join Cassandra Scott of Xbert, for a live webinar covering the advantages of integrating Xbert with XPM and Xero. Get best-practice tips and insights to enhance the efficiency and effectiveness of your bookkeeping workflow and processes.

    • Event
    • Duration 45m
  • Migrate your practice to Xero seamlessly

    This is for accountants & bookkeepers in Australia. Learn the steps to migrate to Xero from APS, Handisoft or MYOB from start to finish. Understand how Xero supports your conversion, the options available and your role in the conversion process.

    • Duration 36m
    • Beginner