Xero Practice Manager Introduction
If you're new to Xero and want to learn some more about Xero Practice Manager features, check out this video for a brief walk through.
You can also visit Xero’s landing page: https://www.xero.com/xero-practice-manager/
Features
Technical
Requirements
All Xero apps/services are cloud based applications and only require a supported browser to use them.
Supported Browsers
The same as Xero business supported browsers apply.
Use the 🔎 Xero checkup tool (Xero website) to see if your browser is supported by Xero and if your security settings are up to date.
Microsoft Edge
Mozilla Firefox
Google Chrome
Apple Safari
Security
Xero is certified as compliant with ISO/IEC 27001:2013, which is globally recognised as the premier information security management system (ISMS) standard.
Xero has produced a Service Organization Control (SOC 2 Type II) report since 2016. This report is the result of an independent auditor's examination of Xero's cloud-based accounting system relevant to the Trust Services Criteria for Security, Availability, and Confidentiality.
You can read more about Xero's privacy notice including data protection, data collection, useage, security, retention and your rights. This applies for all Xero website and services/apps: Xero Privacy Notice
Free Trial Account
If you haven’t already done so, you can register for a free trial of Practice Manager. You'll need your Xero login credentials handy.
Register here