Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Xero Practice Manager
Website: www.xero.com
Xero Practice Manager at a glance
- Best for
- Xero-centric accounting practices
- Pricing model
- Bundled
- Regions
- NZ, AU, UK
Xero Practice Manager (XPM) is Xero’s practice management tool for accounting firms, covering job management, time tracking, invoicing, and staff performance reporting. It integrates natively with Xero’s accounting platform and Xero HQ, giving firms a single ecosystem for managing both their practice and their clients’ books.
Firms use XPM to create and track jobs, record time, generate invoices, and report on staff utilisation and job profitability. Recurring job templates automate the setup of regular compliance work. Time entries and invoices sync directly to the firm’s own Xero ledger, eliminating double entry between practice management and accounting.
XPM is the successor to WorkflowMax within the Xero ecosystem. It is best suited for firms that are already committed to Xero for client accounting and want their practice management within the same platform. Firms that need more advanced workflow automation or features like email integration and client portals often supplement XPM with third-party tools.
Pricing
Bundled with the Xero partner program. Contact Xero for current pricing details.
Reviews
Review data being updated.
Features
Workflow Management
| Feature | Supported |
|---|---|
| List view | Yes |
| Kanban view | No |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes |
| Task dependencies | No |
| Automations | No |
| Custom statuses | Yes |
| @Mentions | No |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | Yes |
| Custom fields | Yes |
| Tags | No |
| Notes | Yes |
| Leads | No |
| CRM sync (QBO) | No |
| CRM sync (Xero) | Yes (native) |
Client Portal
| Feature | Supported |
|---|---|
| Client portal | No |
| Client tasks/requests | No |
| File uploads | No |
| Secure messaging | No |
| Scheduling | No |
| E-signatures | No |
| White label/custom branding | No |
| Feature | Supported |
|---|---|
| Outlook integration | No |
| Gmail integration | No |
| Shared inboxes | No |
| Email-to-task | No |
| Email templates | No |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | No |
Time Tracking & Billing
| Feature | Supported |
|---|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | No |
| Online payments | Yes (via Xero) |
| WIP tracking | Yes |
| Write up/down | Yes |
| Realization reporting | Yes |
| QBO invoice sync | No |
| Xero invoice sync | Yes (native) |
Document Management
| Feature | Supported |
|---|---|
| Document storage | No |
| Folders | No |
| Folder templates | No |
| File sharing with clients | No |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | Yes |
| Revenue insights | Yes |
Proposals & Engagement
| Feature | Supported |
|---|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|---|
| QuickBooks Online | No |
| Xero | Yes (native) |
| Outlook | No |
| Gmail | No |
| Zapier | No |
| Make | No |
| API | Yes |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|---|
| User roles | Yes |
| Custom permissions | Yes |
| 2FA/MFA | Yes (via Xero) |
| SSO | Yes (via Xero) |
| SOC 2 | — |
| Client access controls | Yes |
AI Features
| Feature | Supported |
|---|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|---|
| Chat support | Yes (via Xero) |
| Email support | Yes |
| Phone support | Yes |
| Dedicated rep | — |
| Onshore support | Yes |
| Free onboarding | Yes (DIY) |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |
Xero Practice Manager Alternatives
Other practice management tools for accounting firms, ordered by how much of Xero Practice Manager's functionality they cover. Our feature data is still incomplete for BrightManager (formerly Accountancy Manager), so it ranks lower here than a full assessment might place it.
Qount
Qount is a unified practice management platform for multi-service accounting firms covering workflow automation, billing, and client management.
Tidyflow
Practice management platform for accounting firms combining workflows, client requests, documents, email, proposals, time tracking, and billing.
BrightManager (formerly Accountancy Manager)
UK practice management software for accountants with automated deadline tracking, client onboarding, and HMRC/Companies House integration.
Firm360
Firm360 is a practice management platform for small accounting firms covering workflow, time and billing, payment processing, and client communication.
Financial Cents
Accounting practice management platform that helps firms track work status, automate client data collection, manage workflows, and measure profitability.