Seeing all of your clients Xero data in one place can give your clients the assurance you are looking at their business on a regular basis, build their trust & give you opportunity to grow services.

Use the client dashboard to;

• Track changes made to their Xero files including the Chart of Accounts, lock date and number of bank accounts
• Quickly asses your clients health at a glance then jump through to the source for further investigation
• See how clients are tracking against relevant time periods
• Group client data in a way that makes sense for your practice with custom groups