Xero Practice Manager
Accounting practice management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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NZ$65 per month
Free TrialFree version
Small
Medium
Large
- Construction
- Retail and wholesale
- Transportation and logistics
What is Xero Practice Manager
Xero Practice Manager is a cloud-based practice management application for accounting and bookkeeping firms. It supports client and job management, time and billing, workflow tracking, and reporting to help firms manage engagements from setup through invoicing. The product is designed to work closely with Xero’s accounting ecosystem, including client data and billing workflows, and is typically used by small to mid-sized practices that want a Xero-centered operating model.
Integrated with Xero ecosystem
Xero Practice Manager connects natively with Xero’s accounting platform, which can reduce duplicate entry for client details, billing, and related financial workflows. Firms that standardize on Xero can keep practice operations and client accounting in a consistent environment. This can simplify onboarding and day-to-day administration compared with assembling multiple disconnected tools.
Core practice workflow coverage
The product includes foundational practice management functions such as jobs, tasks, time tracking, billing, and client records. It supports managing recurring and one-off work, helping firms track status and due dates across engagements. For firms that need standard practice operations without extensive customization, the feature set covers common requirements.
Cloud-based access and collaboration
As a web-based system, it supports access for distributed teams without on-premises infrastructure. Centralized job and client records help staff coordinate work and reduce reliance on spreadsheets or email threads. This model aligns with firms that prioritize browser-based tools and remote work.
Best fit for Xero-first firms
The strongest value comes when the firm and its clients use Xero, since many workflows assume that ecosystem. Firms with mixed client accounting platforms may need additional tools or manual processes to bridge gaps. This can limit suitability for practices that must support multiple accounting stacks.
Workflow depth may be limited
Compared with some dedicated practice workflow platforms, firms may find fewer options for advanced automation, complex templating, or highly granular workflow controls. Practices with specialized processes (e.g., multi-stage reviews, complex routing, or extensive internal controls) may need workarounds. This can increase reliance on external systems for document handling or client collaboration depending on firm needs.
Document and portal needs vary
Practice Manager focuses on practice operations (jobs, time, billing) rather than being a full document management system or client portal in all configurations. Firms that require tightly integrated document storage, e-signature, or secure client request workflows may need complementary products. This can add vendor management overhead and integration effort.
Plan & Pricing
New Zealand (official Xero NZ page)
| Plan | Price | Key features & notes |
|---|---|---|
| 1 user | NZ$65 per month | For new/bronze partners after 14-day trial; prices exclude GST; Xero Tax and Xero Workpapers included at no extra cost. |
| 3 users | NZ$99 per month | Prices exclude GST; Xero Tax and Xero Workpapers included. |
| Up to 10 users | NZ$149 per month | Prices exclude GST; Xero Tax and Xero Workpapers included. |
United Kingdom (official Xero UK page)
| Plan | Price | Key features & notes |
|---|---|---|
| Bronze/new partners (up to 10 users) | £99 per month | 14-day trial for new/bronze partners; prices exclude VAT; free for Silver/Gold/Platinum partners; Xero Workpapers included at no extra cost. |
Australia (official Xero AU page)
| Plan | Price | Key features & notes |
|---|---|---|
| Bronze/new partners (up to 10 users) | A$163.90 per month | 14-day trial for new/bronze partners; price shown includes GST; free for Silver/Gold/Platinum partners; Xero Tax and Xero Workpapers included. |
Seller details
Xero Limited
Wellington, New Zealand
2006
Public
https://www.xero.com/
https://x.com/xero
https://www.linkedin.com/company/xero/
