Clients, staff and insights in one place

Understand your clients, work faster, and give informed advice using Xero HQ in your accounting or bookkeeping practice.

Features

• **Manage clients and staff: **See and work from a list of all your clients in Xero HQ. - Manage the staff members assigned to a client - Sort, filter, group, and export selected client information
• **Assess clients’ financial health: **Easily identify which Xero clients would benefit from support or advice from you, to help grow your advisory services. - See key financial indicators across all Xero business edition clients - View up-to-date client data and see if a client has unreconciled transactions - Sort, filter and compare data to identify concerns and opportunities
• **Get set up easily: **Run your practice smoothly with tools and training customised for the practice and personalised for clients. - Build customised 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: **Keep the work moving. Ask for what you need and send queries to all your clients and manage them in Xero HQ. - Quickly compile client queries, send, and keep track of them - Create templates and checklists with customised questions - Exchange documents via a secure client portal