Manage clients in Xero HQ, XPM & Tax
Discover how to manage clients, relationships, contacts and groups using our practice tools. Xero HQ, Xero Practice Manager and Xero Tax use a single client record to make it easy to keep client details up to date.
Watch this if you are:
- An accountant or bookkeeper who wants to learn about managing clients using Xero's practice tools: Xero HQ, Practice Manager and Xero Tax.
Watch this to learn about:
- The single-client list
- How to manage clients and their information in Xero's practice tools
- Benefits of the integrated experience