Small Business Accounting Software

Make it easy for suitable new clients to find you, build your skills, and up your practice profile. Run your practice smoothly with tools and training customized for the practice and personalized for clients. Accounting online with Xero will protect your data through multiple layers of security, such as encryption. Give your team access to Xero’s software and invite your advisor to collaborate. The Xero dashboard displays when you start using Xero.

Xero Me is a self-service app that empowers your team. Give staff tools to claim expenses online, reducing paperwork. Find guides to help you understand online accounting and ultimately do better business. Using Workflows, Bowden removed all the servers from the process can you use a business bank account for personal use and made Okta the source of the initiating information, rather than AD—immediately improving accuracy. Today, when someone takes a leave of absence or stops logging in for whatever reason, a clear, straight-forward notification gets sent via Slack or non-SMTP email.

Got a business and interested in Xero?

If you can’t find answers online, we can call you if you contact us. Join our team of the world’s best thinkers, creators and educators who are changing the way small business is done globally. Find out more about working at Xero or send an email to and someone from the talent team will get in touch. Alternatively, see and apply for one of our current vacancies. Run project tracking reports in Xero for a summary of all your projects, including which jobs are profitable or over budget. If you use Trello to allocate tasks and manage workflows, you can log time that’s entered against tasks in Trello directly to Xero Projects.

“We just eliminated our Google sync server,” says Bowden. “Now, we manage our Google tenant directly from Okta.” They plan to migrate Xero’s on-prem Confluence and Jira applications to the cloud within the next few months. With Workflows, the Xero team can connect existing cloud services in dynamic, customizable ways, without adding software or on-prem infrastructure. As Bowden and his team continue to work toward reducing the company’s need for AD and moving everything to the cloud, Workflows will continue to play a big role. Workflows allows Okta customers to quickly customize Okta features and processes to match individual requirements and exceptions.

More about online accounting with Xero

Decommissioning AD is a major focus for the Xero team, especially during the Covid-19 pandemic when so many employees are working remotely. The developer, Xero Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy. There are other ways to log into Xero, using your backup email or the security questions, so if you don’t have your phone handy, you’ll always be able to log in to Xero.

• As Xero prepared for intense growth early in its development, IT looked for an identity management partner that could help secure its application infrastructure and enable automation.
• If you can already sign in to the Xero website, you can now use that ability to safely and conveniently sign in to A2X.
• The team is currently testing Okta FastPass, to bring devices into the Zero Trust fold while offering passwordless login.

In one example of a PowerShell script gone wrong, Bowden talks about what used to happen at Xero when a user became inactive. Workflows also gives the Xero team ways to reduce technical debt and the company’s on-prem footprint while improving security. The company’s innovative, cloud-focused workforce was constantly on the lookout for new applications, so the number of cloud apps grew quickly. To scale as an organization, the small IT team quickly realized they had to improve their application provisioning process. While Xero has always preferred cloud-based apps, early in its development the IT team used Microsoft Active Directory (AD) as a source of truth for employee profiles. As Xero continues its longtime partnership with Okta Customer Support, its journey to 100% cloud is in the final-countdown stages.

Free software and more

If you’re an existing Xero partner, you can log in and try it free for 14 days. Xero HQ Ask is a secure way for you to request information or documents from clients. Keep track of client replies and see queries which are outstanding. Whether they’re a Xero user or not, clients use a secure login to access your questions and submit replies.

Do your job.A compromise is allowing 2FA for those who want it and for those who don’t, allowing a simple password. But not the 2FA burden and burden of risk to my privacy. I’ll assume to burden of if my password is compromised that’s on me, not Xero. The Xero Accounting app is an additional way for your small business to access key features of Xero. While not everything is available in the app, you can seamlessly work between your desktop or laptop and mobile device as you need to.

Global cost of data breaches

For all media inquiries, please connect with our media team. Say goodbye to complicated project software integrations. Customized invoices with a ‘Pay now’ button option. Advertise to clients looking for local accountants and bookkeepers. Get one-on-one support to get set up and grow your practice.

Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software. Customize templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software. Xero Practice Manager is accounting practice management software that streamlines your workflows and boosts efficiency. Set up report templates in Xero HQ (or in Xero Practice Manager) for all your staff members to access. Use report templates to run powerful customized reports for your practice. Produce reports for different clients while letting each organization keep using their own chart of accounts.