XPM: Ability to share one client across multiple practices
A lot of businesses use both a bookkeeper and accountant practices for different work. Therefore both practices should have the ability to have the client on their practice lists
4
votes
Karen Moore
shared this idea
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David Derby, EA
commented
Makes sense, QBO allows 2 accounting firms for a client.
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Richard Massing
commented
unable to submit VAT returns if a member of more than one practice. Also, if Xero moving to have fully integrated XPM and HQ and there is no work around to be on 2 x XPMs without being a member of 2x practices. this is a big issue - especially where firms acquire other firms etc. You MUST hold this process until Xero can submit MTD VAT returns from users who are members of multiple practices.