The next step in our journey towards a unified client record

Posted on June 22, 2022Categories Product

If you’re an accountant or bookkeeper, you’ll know that having consistent information across your practice management tools is vital. That’s why we’re working hard to create a unified client record across Xero Practice Manager (XPM), Xero Tax, and Xero HQ. This will reduce double handling of data and give you confidence in the accuracy of your records, so you can become more efficient in your day-to-day work. We know our existing client record sync in XPM and Xero HQ has … Continue reading “The next step in our journey towards a unified client record”