Xero Accountants Edition
Accountants Edition helps you better manage your clients and run your practice cost effectively.
With this solution, accountants and bookkeepers can offer a simple-to-use cashbook to clients who don't have the need, time or interest in running their own accounting system.
- Your staff can use the same tool for managing all your cashbook and standard clients
- Xero allows you to easily run your practice from home
- Manage many more customers and work with them more cost effectively
- When clients have access to real time financials, their requests for value added services increase
- Effectively service clients from any region
Financial advisor (you)
You subscribe to Xero on behalf of your clients
You setup the organisation in Xero for your client, then add the client as a Cashbook user
Cashbook Client (your client)
Your client codes bank transactions, manages contacts and runs reports, including GST returns.
They communicate with you inside Xero
Direct daily banking
Xero has automated bank feeds from a range of banks so your clients get their bank statement data automatically every day. It comes to you without the clutter and stress that you usually face every month and means you avoid the painful, manual process of checking their data. By the time it comes to doing tax and year-end, your data input is fully up to date.
Grow your clients’ businesses and your own - work smarter
For smaller accounting firms, Xero Accountants Edition helps you securely and competently manage all your clients, simplifying your workload and empowering you in the day to day running of your clients’ accounts. For medium sized accounting firms, Xero Accountants Edition will help you work smarter and more collaboratively with your clients.
More freedom
Supervise more clients, easily, from one system. You can work from anywhere that has internet access: at home, overseas or on the road. Invite your junior colleagues or staff to access your client’s financial information to check the accuracy of their data input so you get to concentrate on your clients’ books in a more strategic sense.
Please contact us for further details on using Accountants Edition
One version
Xero Accountants Edition means you’ll never have to worry about different software versions again, as it’s always up to date. Xero Accountants Edition provides you with a cost-effective, more efficient business process and gives you easier access than ever before.
Acclipse integration
In addition to the Cashbook Client, we have partnered with Acclipse to seamlessly integrate with their popular Practice Management System, letting accountants run their entire practice using Xero.
Learn more about our Acclipse partnership
From an accountant’s perspective
Baubre Murray, director of Dowse Murray Chartered Accountants, says Xero Accountants Edition is perfect for her clients, especially the ones that are bank-statement driven.
"All of our clients have come back to us and said they find it easy to use. We’re confident in our clients using Xero Accountants Edition because there are no worries about backing up or keying errors."
"Also, it’s cost-effective as the subscription will cover a lot of the time that we wouldn’t usually be able to charge for – all that time that we usually spend on tidying up our clients’ books."
