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Here are three facts you may not know about Xero

16th Jan 2023
Brought to you by

Xero is an easy-to-use platform for businesses and advisors.

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Have you found this content useful? Use the button above to save it to your profile.

Xero’s goal is to make life easier for you, your practice, and your small business clients, but we also know that there's a lot to get your head around when using cloud accounting software. 

In order to help you and your practice get the most out of Xero, here are key three facts you may not have realised about the platform.

We make moving clients to Xero as stress-free as possible

It’s understandable that many accountants and bookkeepers may feel a sense of trepidation when moving clients to new software, with the assumption this will be costly and time consuming. 

Thankfully, this is not the case with Xero, which has free-of-charge migration solutions available, designed to make the process as efficient as possible. 

You can use Movemybooks, for example, for more straight-forward migrations – allowing you to migrate up to two years’ of historic data in a few simple steps. 

If you have more complex or bespoke conversion projects, Xero’s Partner Consulting team, made up of qualified accountants from practice and industry, can guide you through them. They can help you set your clients up on Xero, and handle the heavy lifting.

With this support, migrating multiple clients can be a straightforward, painless process. 

Xero software is suitable for all kinds of businesses

We know your role requires you to meet the needs of clients of all shapes and sizes, and you need a platform that can do the same. Thankfully, Xero delivers this flexibility. 

When working with smaller clients, you can add them to Xero with Xero Cashbook and Ledger. Our cashbook product is designed for clients who use spreadsheets and don’t need invoicing, while our ledger is a perfect solution for clients on yearly manual records. We also have a plan that caters to those who do and don’t need VAT reporting. 

These plans are available exclusively to those of you in practice as part of our Partner Programme, with practice staff in control of the accounts but able to grant clients access to view data and reconcile transactions.

And there are other plans available, priced at different levels, if you need a greater level of client involvement:

  • The Starter plan. Designed for sole traders, new businesses and the self-employed with limitations on the volume of invoices that can be sent and bills entered. 
  • The Standard plan. Perfect for growing small businesses. And Premium delivers the same features as the standard plan, as well as the ability to use multiple currencies. 
  • The Ultimate plan. This is ideal for larger employers and more complex small businesses. 

And Xero Go is our new free-to-download mobile app, perfect for UK sole trader clients. 

With Xero Go, your clients can efficiently meet increased reporting requirements, with the digitisation of expense records and income data provided by the app. 

Finally, Xero Go is complemented by an advisor-facing partner plan which gives you everything you need to service your self-employed clients and make sure the books are up to date throughout the year, with even more features still to come. 

Xero’s people-powered support can tackle your questions effectively

At Xero, it’s important we have real people on hand with the knowledge and expertise to make your journey as efficient as possible. This means we’re always listening to our partners, and constantly adapting our services to make sure your needs are met. 

But how does this work?

First, check out Xero Central. This is the first port of call if you need help getting started or you’ve got a question about anything to do with Xero. Here, you’ll experience our content-led approach to support, where we try to answer your questions proactively through articles, serving up content with instant answers.

If you don’t find the answer you’re looking for with Xero Central, you can raise a case with our customer experience team to get personalised support for more complex questions. This service is available 24 hours a day, all year round.

Xero Education is another excellent resource – a large catalogue of education material and videos that help with onboarding and unlocking the full potential of Xero. We also know that everyone learns differently, so we’ve provided videos, how-to guides and live webinars to help you learn in a way that suits you. 

Finally, Xero’s Partner Consultants are qualified accounting experts who can provide you with the tools and training to help your practice flourish. Offering help with everything from data migration support to client onboarding or team training, if you use Xero you have access to our consultants at no extra cost.

To learn more about how Xero is working to meet your needs, check out this page

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