Product Overview
Xero is a global company with offices in the United States, United Kingdom, Australia and New Zealand and customers all over the world. Our mission is to materially improve GDP globally by making small businesses more productive.
Xero was founded in July 2006, is one of the top 20 companies on the New Zealand Stock Exchange and is listed on the Australian Securities Exchange. We are a new type of multinational with teams around the world united in our passion to revolutionise small business.
As the emerging leader in online accounting software, we connect small businesses to their advisors and a myriad of other connected services. Xero provides business owners with real-time visibility of their financial position in a way that’s simple, smart and secure. For advisors such as accountants and bookkeepers, Xero forges a trusted relationship with clients through online collaboration and gives them the opportunity to extend their services.
Specifications
Manage clients and staff
Manage the staff members assigned to a client
Explore insights about your clients
Sort, filter, group, and export selected client information
Get set up easily
Build customized report templates with your practice branding
Create chart of accounts templates to use for client accounts
Set up practice staff with access to clients
Gather client information
Quickly compile client queries, send, and keep track of them
Create templates and checklists with customized questions
Exchange documents via a secure client portal
Grow your practice
Use insights about your client base when promoting your services
Get training, upskill, and showcase that expertise
Receive well-matched leads.
Videos
Product Reference
Add Review
3.5
Quality
4.0
Facilities
1.0
Price
5.0
Service
3.0
Babysree R
Reviewed on Sept. 28, 20223.5
Excellent
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