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Xero Practice Manager

xero.com

From 65 NZD/mo Free plan WebiOSAndroidAPI
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Spec score 8.5 #9 of 29 in Accounting Practice Management Software

What it is

Xero Practice Manager is web-based practice management software for accounting and bookkeeping firms in Xero’s partner program. It is now integrated into Xero Partner Hub, where practices can manage jobs, client work and compliance tasks. Staff can be assigned jobs, check schedules and availability, and set deadlines and milestones. Time can be recorded by duration or start and stop time, then used to create progress or final invoices with fixed prices, rates and markups. Reporting covers jobs, time, costs, productivity and recoverable costs, with options to run standard reports, customise samples or create reports. Practices can configure statuses, categories, templates, workflows and branded documents such as quotes and engagement letters. Invoices and client details sync with the firm’s Xero accounts, and paid invoices appear in Partner Hub. Xero Tax and Xero Workpapers, powered by BGL, are included at no extra cost with the subscription. The product is available on the web, has a free plan for Silver, Gold or Platinum partners, and offers a 14-day trial. Paid plans start at 65 NZD a month for one user; prices exclude GST.

Spec sheet

What it does
Xero Practice Manager is cloud practice-management software for accounting and bookkeeping firms that coordinates clients, jobs, time, billing and reporting.Read 21 Oct 2026 · xero.com
Purpose
Xero Practice Manager is now integrated into Xero Partner Hub, combining practice management with client and compliance tools.Read 9 Oct 2026 · xero.com
Integrations
Xero lists connections to Xero HQ, Xero Workpapers, Xero Tax and more than 30 third-party proposal, onboarding and document-management apps.Read 21 Oct 2026 · xero.com
Security
Xero states it is certified compliant with ISO/IEC 27001:2022 and encrypts information in transit and at rest.Read 9 Oct 2026 · xero.com
Support
Xero says its partner consulting team can help configure the product, with Xero Central and its team available for support.Read 9 Oct 2026 · xero.com
API access limits
Xero requires prior approval for Practice APIs and says XPM API users must meet its security-assessment requirements.Read 21 Oct 2026 · developer.xero.com
API authentication and SDKs
Xero APIs use OAuth 2.0; Xero supplies SDKs, sample apps, a Postman collection and an OpenAPI specification for generating SDKs.Read 21 Oct 2026 · developer.xero.com
API migration
Xero announced that XPM API v3.0 is being deprecated, with version 3.1 the focus and v3.0 retirement scheduled for 6 May 2027.Read 21 Oct 2026 · developer.xero.com
API update
The April 2026 XPM 3.1 release added JSON responses, field selection, a job-state endpoint and additional client fields.Read 21 Oct 2026 · developer.xero.com
Company facts
LinkedIn lists Xero as a public software company founded in 2006 with headquarters in Te Aro, Wellington and 1,001–5,000 employees.Read 21 Oct 2026 · linkedin.com
Company history
Xero says it has operated globally since 2006.Read 9 Oct 2026 · xero.com
Configuration
Administrators can configure workflows, job states, categories, templates, rates, milestones and branded quotes, invoices and engagement documents.Read 21 Oct 2026 · xero.com
Custom reporting
It provides standard reports and lets practices customize report templates with client, job, time, cost, productivity and recoverable-cost data.Read 21 Oct 2026 · xero.com
Dashboard
The dashboard summarizes capacity versus actual productivity, important dates, today’s jobs and the coming week’s schedule.Read 21 Oct 2026 · central.xero.com
Included products
Xero Tax and Xero Workpapers, powered by BGL, are included at no extra cost with the subscription.Read 9 Oct 2026 · xero.com
Job assignment
Users can allocate jobs and tasks to staff, set deadlines and milestones, send notifications and monitor scheduled work.Read 21 Oct 2026 · xero.com
Job management
Users can assign jobs to staff, view schedules and availability, and set task deadlines and milestones.Read 9 Oct 2026 · xero.com
Legal name and investors
Crunchbase identifies the legal entity as Xero Limited and lists eight investors, including Callaghan Innovation.Read 21 Oct 2026 · crunchbase.com
Limit: advanced accounting
Software Advice reviewers describe detailed reporting, advanced customization, complex fixed assets and multi-subsidiary management as weaker areas.Read 21 Oct 2026 · softwareadvice.com
Limit: ecosystem dependence
TaxDome’s comparison says Practice Manager is not ideal without Xero, has a thin team-management fit and can be buggy.Read 21 Oct 2026 · taxdome.com
Limit: features and reliability
G2 review summaries mention limited job-creation features, slow performance, update problems and occasional downtime.Read 21 Oct 2026 · g2.com
Limit: reporting and integrations
TrustRadius reviewers report limited reporting customization, basic inventory capabilities and occasional integration or synchronization problems.Read 21 Oct 2026 · trustradius.com
Limit: support and pricing
Capterra reviewers complain that support can be difficult to reach and that pricing can be high for smaller businesses or when advanced features require higher tiers.Read 21 Oct 2026 · capterra.com
Limit: usability
A Xero App Store reviewer calls the product outdated, cumbersome and not user-friendly, while praising its tax-return functionality.Read 21 Oct 2026 · apps.xero.com
Migration
Xero offers migration options to import client, tax, and practice data into Xero Partner Hub.Read 9 Oct 2026 · xero.com
Notable product transition
Xero Central says Practice Manager is being brought into Xero Partner Hub, which was in early access and is intended to combine Xero HQ and Practice Manager features.Read 21 Oct 2026 · central.xero.com
Permissions
Practice Manager supports standard and administrator staff roles with different access to jobs, practice details, document packs and client organizations.Read 21 Oct 2026 · central.xero.com
Praise: efficiency
TrustRadius reviewers frequently cite easy bank reconciliation, intuitive invoicing, cloud access and time savings from automation.Read 21 Oct 2026 · trustradius.com
Praise: integrations and workflow
Software Advice reviewers praise easy invoicing, broad integrations, usability and workflow efficiency.Read 21 Oct 2026 · softwareadvice.com
Praise: time tracking
Xero App Store reviewers praise time tracking, custom report writing, job visibility, internal communication and keeping work in one place.Read 21 Oct 2026 · apps.xero.com
Praise: usability
G2 reviewers commonly praise ease of use, centralized client management and responsive support.Read 21 Oct 2026 · g2.com
Public API
The Practice Manager 3.1 API exposes job, task, note, document, cost, assignment, quote and estimate operations through documented endpoints.Read 21 Oct 2026 · developer.xero.com
Rating on Capterra
4.4 out of 5 from 3,332 reviewsRead 21 Oct 2026 · capterra.com
Rating on G2
4.5 out of 5 from 47 reviewsRead 21 Oct 2026 · g2.com
Rating on Software Advice
4.4 out of 5 from 3,332 reviewsRead 21 Oct 2026 · softwareadvice.com
Rating on TrustRadius
8.5 out of 10 from 886 reviewsRead 21 Oct 2026 · trustradius.com
Rating on Xero App Store
4.0 out of 5 from 4 reviewsRead 21 Oct 2026 · apps.xero.com
Reporting
Users can run standard reports, customise samples, or create reports about jobs, time, costs, productivity, and recoverable costs.Read 9 Oct 2026 · xero.com
Security certifications
Xero states that it is certified to ISO/IEC 27001:2022 and produces independently audited SOC 2 reports.Read 21 Oct 2026 · xero.com
Security controls
Xero describes encryption in transit and at rest, multi-factor authentication, network segregation, intrusion protection and redundant infrastructure.Read 21 Oct 2026 · xero.com
System requirements
Xero says its web products require an internet connection and support Chrome, Edge, Firefox and Safari on desktop, tablet or phone.Read 21 Oct 2026 · xero.com
Third-party apps
The Xero App Store offers connected practice apps for document management, proposals, and client onboarding.Read 9 Oct 2026 · xero.com
Time and billing
The product records time by duration or stopwatch, applies rates or markups, and converts work into progress or final invoices.Read 21 Oct 2026 · xero.com
Who it is for
Xero presents the product for accounting and bookkeeping practices in its partner program.Read 9 Oct 2026 · xero.com
Xero integration
The product syncs invoices and client details with a firm's Xero accounts, and paid invoices are reflected in Xero Partner Hub.Read 9 Oct 2026 · xero.com
Xero synchronization
Invoices, payments and client details can be synchronized with Xero, with reconciled Xero invoices shown as paid in Practice Manager.Read 21 Oct 2026 · xero.com

Plans and prices

Silver, Gold or Platinum partner Free For practices at Silver, Gold or Platinum partner level Read 9 Oct 2026 · xero.com
Silver, Gold or Platinum partner Free free Xero Practice Manager access for qualifying Xero Partner Program practices Read 21 Oct 2026 · xero.com
1 user 65 NZD a month Prices exclude GST One user Read 9 Oct 2026 · xero.com
One user 65 NZD a month monthly, excluding GST 1 user · bronze/new Xero partners after 14-day trial Read 21 Oct 2026 · xero.com
3 users 99 NZD a month Prices exclude GST Three users Read 9 Oct 2026 · xero.com
Three users 99 NZD a month monthly, excluding GST 3 users · bronze/new Xero partners after 14-day trial Read 21 Oct 2026 · xero.com
Up to 10 users 149 NZD a month Prices exclude GST Up to 10 users Read 9 Oct 2026 · xero.com
Up to 10 users 149 NZD a month monthly, excluding GST up to 10 users · bronze/new Xero partners after 14-day trial Read 21 Oct 2026 · xero.com

Every Xero Practice Manager plan and price →

Strong points and limits

Strong points

  • Assign jobs and view staff schedules and availability.
  • Record time and create progress or final invoices.
  • Configure workflows, templates and branded documents.
  • Xero Tax and Xero Workpapers are included.

Limits

  • Listed platform is web only.
  • Paid plans exclude GST.
  • Free plan is limited to Silver, Gold or Platinum partners.

Who it suits

It is intended for accounting and bookkeeping practices in Xero’s partner program. The listed job, time, billing and reporting tools suit practices managing staff assignments, deadlines and client charges.

Xero Practice Manager in depth

Read the full write-up

Xero Practice Manager is a web-based operations hub for accounting and bookkeeping practices in Xero’s partner programme. It is best suited to firms that want job control, time capture and invoicing connected to their Xero accounts. Smaller teams should check the per-user tiers carefully, while Silver, Gold and Platinum partners can use a free plan.

Overview

The product is integrated into Xero Partner Hub, combining practice management with client and compliance work. That integration is its defining advantage: client records and invoices sync with a firm’s Xero accounts, and paid invoices flow back into Partner Hub. Xero Tax and Xero Workpapers, powered by BGL, are included with a subscription at no extra cost.

It is therefore a coherent choice for practices already committed to Xero’s ecosystem. A firm using another accounting platform may gain less from the connected workflow and should compare products on their own merits.

Key features

Jobs and workflow

Managers can assign jobs, view staff schedules and availability, and set deadlines and milestones. Practices can configure statuses, categories, templates and workflows, with workflow automation available for repeatable processes. Branded quotes and engagement letters help carry those processes through to client-facing documents. The breadth of configuration suits firms with established procedures, although it rewards time spent designing those procedures rather than imposing a single ready-made method.

Time, billing and reporting

Staff can record time by entering a duration or using start-and-stop timing. That time can feed progress or final invoices built from fixed prices, rates and markups, keeping delivery records tied to billing. Reporting covers jobs, time, costs, productivity and recoverable costs. Standard reports, editable samples and custom reports give a practice several levels of control, from routine oversight to reports shaped around its own measures.

Connected practice tools

The Xero App Store provides connected apps for document management, proposals and client onboarding, so the core product can be extended without abandoning the Xero environment. Xero offers migration options for client, tax and practice data, and says its partner consulting team can assist with configuration. Xero Central and its support team provide additional help.

Security

Xero states that the service is certified compliant with ISO/IEC 27001:2022 and encrypts information both in transit and at rest. Those measures matter to practices handling financial and client records, although they do not remove the need for a firm’s own access and process controls.

Pricing

The free plan costs nothing user for practices at Silver, Gold or Platinum partner level. It is the clear starting point for eligible partner firms that want to adopt the workflow without a software charge; practices outside those levels need a paid tier.

The paid plans are billed monthly in NZD and prices exclude GST:

PlanPriceIncluded users1 user65 NZD a monthOne user3 users99 NZD a monthThree usersUp to 10 users149 NZD a monthUp to 10 usersThe one-user tier fits a solo operator, but it leaves no allowance for a second staff member. The three-user plan is a more practical baseline for a small practice sharing jobs and billing, while the ten-user tier lowers the administrative friction of adding a larger team within its cap. Teams beyond ten users should budget for a different arrangement rather than assume the displayed tier scales indefinitely. A 14-day trial is available, giving a short window to validate job setup, time capture and Xero syncing before committing.

Platforms

Xero Practice Manager runs on the web. Its connected Xero services and App Store integrations are intended to support a browser-based practice workflow rather than a separate native desktop product.

Who it's for

Xero presents the product for accounting and bookkeeping practices in its partner programme. It is particularly appropriate for firms that already keep client and accounting data in Xero and want operational work, compliance tools, time records and invoices in the same environment. Eligible Silver, Gold and Platinum partners have the strongest cost case because of the free plan. A practice needing a platform-agnostic system, or a team whose size exceeds the published ten-user tier, should compare alternatives before standardising.

Pros and cons

Pros

Xero-connected billing: client details and invoices sync with Xero accounts, and paid invoices appear in Partner Hub.

Useful job-to-invoice chain: assignments, deadlines, time capture and progress or final invoices cover the operational path from work allocation to payment.

Flexible practice design: configurable statuses, templates, workflows and branded documents can reflect a firm’s own procedures.

Included compliance products: Xero Tax and Xero Workpapers are supplied at no extra cost with the subscription.

Partner support: migration options and configuration help are available through Xero’s consulting and support channels.

Cons

Partner-level restriction on free use: the 0.00 USD plan is limited to Silver, Gold or Platinum partners.

Per-user pricing: paid access is organised around one-, three- and ten-user limits, which can make staffing changes a budgeting concern.

Xero ecosystem dependence: firms not using Xero may not benefit enough from the synchronisation to justify choosing this product.

Configuration responsibility: extensive workflow options are valuable, but practices must shape them to their processes.

Alternatives

For a wider comparison, see Accounting Practice Management Software.

Choose Nomi instead if you need Android, iOS and web access plus a low-cost Self Assessments plan at £4 a month, with MTD readiness, HMRC submissions and workflow tools.

FYI is a paid, cross-platform option whose Intermediate plan costs A$30 per user per month, requires at least five users and includes practice-management sync, email filing, templates and signatures.

KashFlow suits a practice seeking paid accounting software with Android, iOS, web and API access; its Starter plan is £13.50 a month with stated invoice and transaction limits.

Saasu is a paid accounting alternative with web, mobile and API platforms, including a Small plan at $20 a month billed yearly.

Accupe is worth considering for a small team needing explicit client, job and storage caps, starting with its Solo plan at £20 a month.

Astra Engage is a paid practice option with web, mobile and API access and a three-seat Starter plan priced at $37 a year.

TaxDome targets firms wanting a paid, multi-platform practice system, with Essentials at $800 a year per seat on a one-year commitment.

Engager is a paid practice-management alternative with unlimited users and pricing that scales with client count; optional two-way Xero sync costs extra.

Verdict

Choose Xero Practice Manager if your accounting or bookkeeping firm is in Xero’s partner programme and wants job scheduling, time-based billing, reporting and compliance tools tied directly to Xero. The main reason to look elsewhere is ecosystem and scale: firms outside Xero, or teams that do not fit the published user tiers, may find a different platform a cleaner and more predictable match.

Verdict

Xero Practice Manager brings job coordination, time recording, invoicing and reporting into a web product integrated with Xero Partner Hub. The free option is limited to specified partner levels, and paid prices depend on user count.

Where Specifiction places it

Alternatives to Xero Practice ManagerAll alternatives →