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Xero sign - Simplify client login for signing documents

Improve the way clients can create accounts and log into an existing xero account.

If we create an account for them, it asks them to put in their organisation details. Then we invite the client into the organisation, they have to accept the invitation.

Clients are always having issues with their log ins, and signing documents. Feel this could be made easier for them.

10 votes

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Sasha Nicely shared this idea  ·   ·  Report…  ·  Admin →
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  • Lisa Favelle commented  ·   ·  Report

    As per Terri Scott in Oct 2025 - Surely this is an easy fix, why hasn't it been done?? How do you expect clients to know that the login page they are automatically taken to is the wrong one?!?
    "A client on the Xero Portal login page who resets their password should be redirected back to the Xero Portal login page NOT to the Xero Accounting login page where they are asked for details to sign up for a free trial. This is an ongoing, old and frustrating issue that wastes time. Please fix!"

  • Katy O'Gorman commented  ·   ·  Report

    A lot of the time i try to avoid xero sign because it just has too many issues. Clients say that they can't see what we've sent them after they update their email address. Clients can't log in after changing their password. Sometimes the link just doesn't work for them. It becomes frustrating and takes up too much time to figure out how to help them when there isn't standard instructions or an information page to help troubleshoot.

  • Lisa Favelle commented  ·   ·  Report

    18 months on and this issue is still occurring! - "xero sign..... on resetting your password, the page redirects to the xero portal rather than attempting to add a business subscription." Very time wasting for clients and us. We shouldn't have to cancel doc packs already used/sent to get them to the client a different way because Xero has made it feel all too difficult for them.

  • Michaela Salvato commented  ·   ·  Report

    Multiple issues with clients signing document packs when they already have a Xero business login. This should work seamlessly but always seems to fall over.

  • Bianca Argyropoulos commented  ·   ·  Report

    We have received feedback from clients on the difficulty of them having to set up a ‘free account’ to login and view their documents and expressing that it is not user-friendly program to use.

    We receive numerous daily phone calls on how to create a free account and end up needing to cancel the document packs (already paid for) and have to resend to them via another portal or via email.

    Please make more user-friendly for clients and fix as a priority! It is creating a lack of productivity.

  • Terri Scott commented  ·   ·  Report

    A client on the Xero Portal login page who resets their password should be redirected back to the Xero Portal login page NOT to the Xero Accounting login page where they are asked for details to sign up for a free trial. This is an ongoing, old and frustrating issue that wastes time. Please fix!

  • Vinod Mandavia commented  ·   ·  Report

    Client login is extremely complicated. Should be user friendly saving time for admins and users....

  • Kerrie Flood commented  ·   ·  Report

    xero sign..... on resetting your password, the page redirects to the xero portal rather than attempting to add a business subscription. It reduces our clients trust in the product.