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Instead of Xero Practice Manager
Xero Practice Manager alternatives
Xero Practice Manager brings job assignment, staff availability, deadlines, time entry, invoicing, and practice reporting into Xero Partner Hub for accounting and bookkeeping firms in its partner program. It syncs client details and invoices with a firm's Xero accounts, includes Xero Tax and Xero Workpapers at no extra cost, and supports configurable workflows and branded documents. Silver, Gold, or Platinum partners can use it for free; other plans cost from 65 NZD a month, excluding GST. It runs on the web, and Xero offers migration options and partner consulting support.
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Canopy
Free plan AndroidiPhoneWebFirms wanting a client portal and tiered workflow tools — Canopy adds a client portal, secure messaging, eSign, and tiered task and capacity tools, while Xero Practice Manager syncs with Xero accounts and includes Xero Tax and Workpapers.
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CCH Axcess Practice
Paid AndroidiPhoneWebFirms needing mobile time entry and detailed billing — CCH Axcess Practice adds mobile time entry, multiple billing arrangements, and electronic payments, while Xero Practice Manager includes Xero Tax and Workpapers at no extra cost.
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IRIS Practice Engine
Paid APIWebAccountancy firms needing compliance and WIP controls — IRIS Practice Engine adds AML questionnaires, annual leave management, and tools to adjust or recover WIP, while Xero Practice Manager includes Xero Tax and Workpapers.
Pricing on request Visit site - 4
Practice CS
Paid WebWindowsAccountants using CS Professional Suite applications — Practice CS connects with CS Professional Suite applications and offers hosted access, while Xero Practice Manager syncs invoices and client details with Xero accounts.
Pricing on request Visit site - 5
Task Session
Free plan APISelf-hostedWebTeams wanting self-hosted CRM and work management — Task Session is self-hosted and combines CRM, sales, team chat, and work management, while Xero Practice Manager focuses on practice workflows and Xero account sync.
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TaxDome
Paid AndroidiPhoneMac+2Tax and bookkeeping firms seeking broad client tools — TaxDome adds document AI, tax organizers, client requests, and a broad client portal, while Xero Practice Manager includes Xero Tax and Workpapers at no extra cost.
5.4 Visit site - 7
FYI
Free trial iPhoneMacWeb+1Firms centered on document management and Microsoft tools — FYI focuses on accounting documents, automatic email filing, and Microsoft integrations, while Xero Practice Manager combines job management, time, billing, and Xero account sync.
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Astra Engage
Free trial AndroidAPIiPhone+1 - 9
Accupe
Free trial AndroidiPhoneWeb - 10
Financial Cents
Free trial AndroidAPIiPhone+1 - 11
Accounting Flow
Free trial Web - 12
Engager
Free trial AndroidiPhoneWeb - 13
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BrightManager
Free trial Web - 15
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Saasu
Free trial AndroidAPIiPhone+3 - 17
Athena Workflow
Paid AndroidiPhoneWeb - 18
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IRIS Star Practice Management
Paid AndroidAPIiPhone+2 - 20
Karbon
Paid AndroidAPIiPhone+1 - 21
Mango Practice Management
Free trial Web5.6 Visit site - 22
Senta
Free trial APIWeb - 23
AuntBird
Paid Web - 24
Balansix
Paid Web - 25
CCH iFirm
Paid APIWeb5.5 Visit site - 26
Firm360
Paid Web5.3 Visit site
A different fit may be useful if your team needs mobile or desktop access, self-hosting, or client and compliance tools beyond Xero's included products. Consider how alternatives handle document workflows, client communication, scheduling, billing, reporting, and integrations. Weigh those differences against Xero's Xero-account sync and partner-level free plan, and confirm that the alternative's platforms and pricing suit your staff and practice before switching.
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