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Xero Practice Manager Reviews & Product Details

Xero Practice Manager Overview

What is Xero Practice Manager?

Manage workflow and recover costs quickly with the real-time view of ongoing jobs and work in progress. Convert work-in-progress records to invoices and send them directly to clients within a single tool. Create tasks and monitor staff performance, client profitability and other defined measures.

Xero Practice Manager Details
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Product Description

Manage workflow and recover costs quickly with the real-time view of ongoing jobs and work in progress. Convert work-in-progress records to invoices and send them directly to clients within a single tool. Create tasks and monitor staff performance, client profitability and other defined measures.


Seller Details
Seller
Xero
Year Founded
2006
HQ Location
Wellington
Twitter
@Xero
78,800 Twitter followers
LinkedIn® Page
www.linkedin.com
5,757 employees on LinkedIn®
Ownership
ASX:XRO
Total Revenue (USD mm)
$529
Description

Xero is a cloud-based accounting software platform for small businesses with over 3.5 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 and 2021, Xero was included in the Bloomberg Gender-Equality Index and in 2020, Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

Recent Xero Practice Manager Reviews

CF
Curtis F.Small-Business (50 or fewer emp.)
5.0 out of 5
"Xero Practice Manager gets the job done"
Easy to manage my own practice and manage clients. Simple to use, yet effective.
Dhwani T.
DT
Dhwani T.Mid-Market (51-1000 emp.)
4.0 out of 5
"Xero Review for the company"
Xero practise manager is valued for its comprehensive feature, seamless integration with accounting and it's user friendly.
BE
Brittany E.Small-Business (50 or fewer emp.)
5.0 out of 5
"Enering Xero Practice Manager Insight in Tax Management Industry"
Xero Practice Manager has enabled me to streamline the entire tax management obligations with just few clicks.
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Xero Practice Manager Media

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Video Reviews

37 Xero Practice Manager Reviews

4.4 out of 5
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37 Xero Practice Manager Reviews
4.4 out of 5
37 Xero Practice Manager Reviews
4.4 out of 5

Xero Practice Manager Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
CF
Business Owner / Bookkeeper
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

It provides a dashboard for all of my clients within Xero. I can easily access their files, run reports, and more all in one place Review collected by and hosted on G2.com.

Vinay K.
VK
Freelance
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

Xero Practice Manager solves the challenge of efficiently managing client engagements, workflow automation, and practice administration for professional firms. By streamlining processes, providing real-time insights, and integrating seamlessly with Xero Accounting, it benefits users by enhancing productivity, improving client service delivery, and driving profitability. Review collected by and hosted on G2.com.

RN
BRAND MANAGER
Marketing and Advertising
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

Manage client workload

Shared email communication Review collected by and hosted on G2.com.

VK
SOFTWARE ENGINEER
Computer Software
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

Brings alot of things in one place

This is streaming process and adding efficiency Review collected by and hosted on G2.com.

Rikki Mae C.
RC
Accounting and Payroll Assistant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

This is where I record my task in a day. Review collected by and hosted on G2.com.

Dhwani T.
DT
US Tax Preparer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

Xero solving issue with real time financial visibility and enhance financial reporting and scalability with flexibleness these are the benefit. Review collected by and hosted on G2.com.

MK
RADIO PRESENTER
Internet
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

No work is going unfinished or being missed Review collected by and hosted on G2.com.

AN
MARKETING DIRECTOR
Design
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

Ability to manage workload Review collected by and hosted on G2.com.

CG
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

What problems is Xero Practice Manager solving and how is that benefiting you?

Improves customer engagement and task management in the office by use of real-time communication. Review collected by and hosted on G2.com.

KH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Xero Practice Manager?

Xero Practice Manager has a clean UI/UX dashboard that makes it easy to navigate features.

It convert ongoing tasks into invoices and send them to vendors via emails automatically. Review collected by and hosted on G2.com.

What do you dislike about Xero Practice Manager?

I can't open an invoice when offline - the vendor should incorporate offline access. Review collected by and hosted on G2.com.

What problems is Xero Practice Manager solving and how is that benefiting you?

Accounting processes has been easy to handle by integrating this accounting practice manager with F&A tools. Review collected by and hosted on G2.com.