Sync Xero HQ and myXero practice dashboards with the names and details of the organisation
Sync Xero HQ and myXero practice dashboards with the names and details of the organisation
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Vishal Shah
shared this idea
Hey Vishal, thanks for sharing your idea!
Our product team are undergoing a big piece of work to create a single client record which sounds like it solves your ask here. It's is a single database that exists behind your practice tools and houses your client data across Xero Practice Manager (XPM), Tax and Xero HQ. You can use XPM to maintain your client information, while unlocking the value of Xero HQ when managing client organisations and staff access. This article has more information about it.