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Xero Practice Manager

By Xero

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4.4 out of 5 stars

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Xero Practice Manager Reviews & Product Details

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Xero Practice Manager Reviews (38)

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Reviews

Xero Practice Manager Reviews (38)

View 1 Video Reviews
4.4
38 reviews

Pros & Cons

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HI
Founder
Small-Business (50 or fewer emp.)
"Great Practice Management Tools"
What do you like best about Xero Practice Manager?

Allows me to a gave complete view of my practice and clients. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

Goes down with Xero at times. Slows down workforce. Review collected by and hosted on G2.com.

Curtis F.
CF
Business Owner / Bookkeeper
Small-Business (50 or fewer emp.)
"Xero Practice Manager gets the job done"
What do you like best about Xero Practice Manager?

Easy to manage my own practice and manage clients. Simple to use, yet effective. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

Really the only downside is it doesn't look flashy, but that doesn't affect usability at all. Review collected by and hosted on G2.com.

Vinay K.
VK
Freelance
Small-Business (50 or fewer emp.)
"Efficiency Unleashed: A Review of Xero Practice Manager"
What do you like best about Xero Practice Manager?

Xero Practice Manager stands out for its user-friendly interface, robust feature set, and seamless integration with Xero Accounting. It empowers professional practices to streamline operations, enhance collaboration, and drive business growth, making it an invaluable tool for practitioners looking to optimize their practice management processes. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

Practice Manager's pricing structure may be perceived as relatively high for some users, particularly for smaller practices or solo practitioners Review collected by and hosted on G2.com.

RN
BRAND MANAGER
Marketing and Advertising
Small-Business (50 or fewer emp.)
"A USER SINCE 2016 AND STILL A DIE HARD"
What do you like best about Xero Practice Manager?

I like the ability to work templates and repeating work

I am impressed by how it keeps me organized

It is super easy to assign work

It is an excellent tool for managing work load

The ease of setting up work with the ability to create task belongings to different work categories

Makes it easier to stay in the loop on clients communication across the teams Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

To be sincere I have not experienced any flaws since day one it is super great Review collected by and hosted on G2.com.

VK
SOFTWARE ENGINEER
Computer Software
Small-Business (50 or fewer emp.)
"SUPPORT IS FANTASTIC!!!THE SKY IS THE LIMIT!!"
What do you like best about Xero Practice Manager?

I love the onboarding with XPM and the support I hot during implementation

I like most the automation of tasks

The email organization and the ability to see all emails from a client

XPM is customizable and streamlines so many times consuming tasks

Client experience and ease of use for both firm personnel and customers Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

Have not found anything up to this point so far so good Review collected by and hosted on G2.com.

Rikki Mae C.
RC
Accounting and Payroll Assistant
Small-Business (50 or fewer emp.)
"Timesheet"
What do you like best about Xero Practice Manager?

I really like about it is when I am entering my everyday timesheet. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

When I already lock my timesheet for the pas week, I can no longer access them or maybe because I am just a basic user. Review collected by and hosted on G2.com.

Dhwani T.
DT
US Tax Preparer
Mid-Market (51-1000 emp.)
"Xero Review for the company"
What do you like best about Xero Practice Manager?

Xero practise manager is valued for its comprehensive feature, seamless integration with accounting and it's user friendly. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

Its time consuming then the Other softeware and complex setup. Review collected by and hosted on G2.com.

MK
RADIO PRESENTER
Internet
Small-Business (50 or fewer emp.)
"THE B.O.A.T AND G.O.A.T TOOL FOE MANAGING YOUR PRACTICE"
What do you like best about Xero Practice Manager?

Easier to know what jobs to work on

The fact that we can assign incoming emails to specific work flows and then keep an eye on how work progresses

It keeps me organized

It is user friendly Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

There's nothing that really comes to my mind It is a good platform to work with Review collected by and hosted on G2.com.

AN
MARKETING DIRECTOR
Design
Small-Business (50 or fewer emp.)
"So far so good I recommend it 100%"
What do you like best about Xero Practice Manager?

It is user friendly

Simple to use

The fact that you are able to compile data that would be of help to accounting companies

The G.O.A.T and B.O.A.T in accounting

The BF for managing your workload Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

To be sincere I have not come across any flaws it is so good Review collected by and hosted on G2.com.

CG
Small-Business (50 or fewer emp.)
"The Most Efficient Platform So Far"
What do you like best about Xero Practice Manager?

I like how the software is easy to use and has been automated to make tasks easy for us like it's seamless and priotises work flow. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

It has no up or downs, its just a simple software which makes our lives easy on a daily basis. Review collected by and hosted on G2.com.

Pricing

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Xero Practice Manager Features
Client Portals
Automation
Consolidation
Collaboration
Tasks
Version Control
Invoices
Checklists
New Client