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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.

6 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 4.3
    • Beginner
  • 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
  • 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