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Xero Practice Manager description
Xero Practice Manager is accounting software designed for accounting firms to manage their workflows and client work. It allows you to schedule and track jobs, manage your team's time, and bill clients. Xero Practice Manager integrates seamlessly with Xero's accounting software to keep your finances in sync. You can also generate custom reports to understand your firm's performance. It's worth noting that pricing is tiered and free for firms reaching specific partnership levels within the Xero ecosystem.
Who is Xero Practice Manager best for
Xero Practice Manager helps accounting firms streamline workflows, track jobs, manage time, and bill clients. Users praise its comprehensive features, seamless Xero integration, and user-friendly interface. Some users note difficulties with setup and limited reporting customization. Best for firms of all sizes seeking enhanced efficiency and financial visibility.
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Ideal for small to large accounting firms (1-1000+ employees).
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Best fit for accounting and bookkeeping firms needing workflow and client work management.
Xero Practice Manager features
| Supported Xero Practice Manager supports reporting on time, billing, and key metrics, including customizable options. |
| Supported Xero Practice Manager automatically generates invoices based on tracked time and pre-defined rates. |
| Supported Xero Practice Manager supports time tracking, allowing time entry and conversion to invoices. |
| Supported Xero Practice Manager allows assigning tasks to team members. |
| Supported Xero Practice Manager supports time tracking per client. |
| Supported Xero Practice Manager allows setting task deadlines, notifying staff, and marking tasks as complete. |
Xero Practice Manager reviews
We've summarised 36 Xero Practice Manager reviews (Xero Practice Manager G2 reviews) and summarised the main points below.
- Comprehensive features and seamless integration with Xero accounting software.
- User-friendly interface and easy to navigate.
- Automated workflow and task management capabilities.
- Excellent customer support during onboarding and implementation.
- Real-time financial visibility and enhanced reporting.
- Difficult setup and time-consuming compared to other software.
- Occasional errors connecting to the ATO require manual input.
- Limited reporting customization options.
- Lack of offline access for invoices.
- Duplicate entities are sometimes created, pulling redundant client information.
Xero Practice Manager pricing
The commentary is based on 2 reviews from Xero Practice Manager G2 reviews.
Some users find Xero Practice Manager's pricing to be on the higher side, especially smaller practices or solo users. While the cost might be a concern for some, its robust features and integration with Xero accounting software offer valuable practice management solutions.
See the Xero Practice Manager pricing page.
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Xero Practice Manager has a free trial.
Early
Send quotes and 20 invoices, enter 5 bills, includes features like sending quotes and invoices, entering bills, reconciling bank transactions, capturing bills and receipts with Hubdoc, short-term cash flow and business snapshot, W-9 + 1099 management and sales tax support.
Growing
Includes all Early plan features plus unlimited invoices, enter unlimited bills, includes features like sending quotes and invoices, entering bills, reconciling bank transactions, capturing bills and receipts with Hubdoc, short-term cash flow and business snapshot, W-9 + 1099 management and sales tax support.
Established
Includes all Growing plan features plus Multi-currency support, project tracking, expense claims and advanced cash flow predictions.
Xero Practice Manager alternatives
KeeperHas stronger momentum in employee growth. Offers a client portal accessible via web and mobile apps. Integrates with QuickBooks.Read more
KarbonBetter for team collaboration and workflow automation. Higher rated by users but has less momentum. More expensive per user.Read more
XeroBetter for small to medium-sized businesses needing basic accounting. Lacks practice management features. Integrates with hundreds of third-party apps.Read more
BrightBetter for UK and Ireland based accounting and bookkeeping firms. Payroll processing and tax filing automation are key features. Noteworthy for ease of implementation and helpful customer support, though users have reported slow response times and software instability. A Xero Practice Manager competitor.Read more
TPS Cloud AxisBetter fit for financial institutions. Has a client portal for secure document exchange. Growing faster than Xero Practice Manager. A Xero Practice Manager competitor with more affordable pricing.Read more
Xero Practice Manager FAQ
What is Xero Practice Manager and what does Xero Practice Manager do?
Xero Practice Manager is cloud-based practice management software designed for accounting firms. It streamlines workflow, automates tasks like time tracking and billing, and integrates seamlessly with Xero accounting software. This enhances team collaboration, improves efficiency, and provides a clear overview of client work and firm performance.
How does Xero Practice Manager integrate with other tools?
Xero Practice Manager seamlessly integrates with Xero's accounting software for synchronized finances. It also connects with various other apps, though specific integrations aren't detailed in the provided data. This connectivity streamlines workflows and enhances the platform's functionality.
What the main competitors of Xero Practice Manager?
Top alternatives to Xero Practice Manager include Karbon, Keeper, and Glide. These competitors offer similar practice management features such as workflow automation, time tracking, and client portals, catering specifically to accounting firms.
Is Xero Practice Manager legit?
Yes, Xero Practice Manager is legitimate software. It's a safe and popular choice for accounting firms, offering features like time tracking, automated billing, and seamless Xero integration. Users appreciate its comprehensive features and user-friendly interface.
How much does Xero Practice Manager cost?
Xero Practice Manager pricing starts at $20/month for the Early plan. The Growing plan is $47/month, and the Established plan is $80/month. Add-ons like Analytics Plus and Inventory Plus are also available but pricing is not specified. Is Xero Practice Manager worth it? The best plan depends on your business needs and budget.
Is Xero Practice Manager customer service good?
Xero Practice Manager receives positive feedback for its customer support, particularly during onboarding and implementation. Users appreciate the helpful and responsive support team. However, one user mentioned the lack of phone support and costly subscription fees.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.