Get started with the single client record
If you use both Xero Practice Manager (XPM) and Xero HQ or Xero Tax, you'll need to take two steps to access the single client record.
Watch the video below to find out more.
Read our blog for more information on the single client record.
What's next
- Register for a live webinar to learn more.
- Read our Guide to moving to a single client record to understand what your status in Xero HQ means.