Xero Practice Manager Features

Based on 17 Xero Practice Manager reviews. Provide portals for customers to communicate with accountants

Automate client requests and reminders This feature was mentioned in 17 Xero Practice Manager reviews.

Consolidate communication between accountants and clients This feature was mentioned in 16 Xero Practice Manager reviews.

Provide repository to collaborate on email, clients, jobs and tasks This feature was mentioned in 16 Xero Practice Manager reviews.

Create tasks and sub-tasks with assignee, status and due date This feature was mentioned in 19 Xero Practice Manager reviews.

Provide real-time access of files with the most updated versions 16 reviewers of Xero Practice Manager have provided feedback on this feature.

As reported in 17 Xero Practice Manager reviews. Track the status of each project and calculate billable time

Based on 16 Xero Practice Manager reviews. Run reports on billing, time, revenue, credits, etc.

Based on 17 Xero Practice Manager reviews. Create invoices for services provided and track payments

Based on 15 Xero Practice Manager reviews. Standardize the onboarding process with templates

Assing tasks and checklists to new clients This feature was mentioned in 16 Xero Practice Manager reviews.

Based on 16 Xero Practice Manager reviews. Create new client in system once propsal is accepted

Know where every job stands, who’s working on what, and what’s being said to clients 17 reviewers of Xero Practice Manager have provided feedback on this feature.

Track/uncover metrics to improve firm decisions and efficiency This feature was mentioned in 16 Xero Practice Manager reviews.

As reported in 16 Xero Practice Manager reviews. Share, save, and organize files

Based on 16 Xero Practice Manager reviews. Provide a detailed audit trail

Based on 16 Xero Practice Manager reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 16 Xero Practice Manager reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases