Our Xero Setup Process
If you already use Xero, you just need to invite us to access your account. We can then just pick up where you left off.
If you use other cloud accounting software, then let us know and we can either import your data over into Xero, or even work with you on your existing software.
We will also set you up with an account on Accountancy Manager which is needed as part of our core accountancy services
You’re all set up. Just let us know if you need any additional functionality such as payroll and we will set it up in Xero.
Yes you can. We just need to be able to access it which you can do by inviting an accountant within Xero. We can also take over the subscription payments so that you are just paying us both for Xero and our accountancy services.
Not necessarily, but we definitely recommend it. We have vast experience of all of the different accounting software such as QuickBooks Sage etc., but we have ultimately decided that Xero is the best accounting software to use both for us and for our customers.
Don’t fear though if you are using different accounting software and want to use our services. The transfer process to Xero is painless and easy and we will import your data to Xero for you.
If you really do not want to use Xero, and wish to continue with your current software, speak with us and we are sure to be able to help you!
Xero’s security policies are modelled on those used by the Banks. They use 128 bit SSL encryption, the same used for internet banking, and their servers are hosted on a tier-one hosting provider who monitors their servers and firewalls 24/7/365 at a guarded facility. They use an external organisation to continually audit their security by conducting penetrative testing, unannounced and deliberate attacks to measure their vulnerability to outside hackers. Data is stored on their secure servers and backed up regularly, so even if your computer is lost or stolen your data is safe.
Xero has integrations with 600+ apps and programs so we can’t go through them all. We would advise that you have a look through the app marketplace
If the app you are looking for isn’t listed in the marketplace, then let us know what you are trying to achieve and we can help and advise.