Xero Practice Manager alternatives

Before you replace XPM, check what you’d give up

If XPM feels like it’s missing pieces, you have two paths. You can move your jobs, time and billing to a new system, or keep XPM where it’s strong and add what it doesn’t do. Here are both, side by side.

AccountKitWorkflowInteractive preview · sample data
RJ & AJ Bull Family GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS

Practice-wide work

4 jobs
Job / clientAssignedStatusDue
Client onboardingBull Antics Pty Ltd
MCWork in28 Sep
Engagement renewalCrazy Bull Family Trust
JLWaiting2 Oct
Payroll processingSchurr Pty Ltd
PKManager review4 Oct
FY26 financial statementsBull Antics Pty Ltd
MCOpen14 Oct

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

What you’re really choosing

Start with what’s actually missing, not with the whole system.

Partner Hub has a lot of XPM firms taking a fresh look at their setup. Xero says jobs, time, billing and pricing carry over, so the useful question is what your team needs that XPM doesn’t give them.

  1. 01What XPM does well

    XPM is your time, billing and WIP record, linked to Xero Tax.

    Practice Management is free for Silver partners and above, and it connects jobs to tax returns from one client record.

  2. 02Replacing it

    Most alternatives replace XPM’s jobs, time and billing rather than add to them.

    Karbon, TaxDome, Uku and Financial Cents mostly connect to the Xero ledger, so you’d move your practice records across.

  3. 03Adding to it

    Adding to XPM keeps that record and fills the gaps around it.

    AccountKit syncs client details with XPM both ways and sends time to it, then adds workflow, compliance tools, correspondence and documents.

    See what syncs with XPM

Side by side

Replacing XPM next to keeping it and adding AccountKit

Both paths are reasonable. This is what each one means for the work your team does every week.

Replace XPM with another system and Keep XPM and add AccountKit compared, checked 2 October 2026
What you’re weighingReplace XPM with another systemKeep XPM and add AccountKit
Jobs, time and billingThey move to the new system, which in most cases connects to the Xero ledger rather than to XPM.XPM keeps time, billing and WIP. AccountKit runs the workflow, and time syncs to XPM.Works with Xero Practice Manager, AccountKit
Xero TaxReturns stay in Xero Tax (free from Bronze partner status), but jobs are no longer linked to them from an XPM client record.Jobs in XPM stay linked to returns in Xero Tax.Works with Xero
WorkflowUsually why firms look. Most alternatives lead with workflow and automation.Status flows, work types, recurring templates and a daily plan for each person, in AccountKit.Works with AccountKit
Email and documentsDepends on the system you choose.Outlook email captured against the client, and SharePoint, OneDrive, FYI or SuiteFiles folders linked to it.Works with Outlook, SharePoint, FYI Docs, SuiteFiles
Compliance toolsCheck each system’s own feature list.Division 7A, inter-entity loans, equipment finance and more, posting journals to Xero.Works with AccountKit, Xero
Your other appsApps that use XPM as their client list need reconnecting. Xero lists 24 apps that connect to XPM.Your other XPM apps keep working as they do now.Works with Xero Practice Manager
CostThe new system’s own per-user pricing.Practice Management is free for Silver partners and above (A$163.90 a month for up to 10 users otherwise). AccountKit is from AUD $55 a user a month.Works with Xero Practice Manager, AccountKit
The change itselfA migration of clients, jobs, templates and history, and retraining for the team.Connect AccountKit to XPM and Xero. Nothing moves out of XPM.Works with Xero Practice Manager, AccountKit

Making the call

Which path fits your firm

Neither is wrong. It depends on what isn’t working today.

  • Replacing XPM makes sense if…

    • You want time, billing and WIP out of Xero’s tools entirely.
    • You’re below Silver partner status, so XPM isn’t included for you.
    • Your team is ready for a full migration and retraining.
  • Keeping XPM and adding AccountKit makes sense if…

    • Time, billing and the link to Xero Tax already work for you.
    • What’s missing is workflow, daily planning, compliance tools or one view of each client.
    • You’d rather not migrate history or reconnect your other XPM apps.

How it comes together

Keep XPM, and bring everything else to the same place

You work in AccountKit. XPM keeps time and billing, Xero keeps the books and Xero Tax lodges. Everything else connects in.

Xero

  • XeroYour clients’ booksAccountKit tools post journals to Xero
  • XPM in Partner HubTime, billing and WIPClient details sync both ways, time goes to XPM
  • Xero TaxPrepares and lodges returnsNo data link: the job for the return runs in AccountKit

Where your team works each day

AccountKit

  • Workflow and each person’s daily plan
  • Compliance tools: Division 7A, inter-entity loans and more
  • Correspondence register for every client
  • Client Map of the family group
  • Links to every client’s folder

Microsoft 365 and compliance apps

  • OutlookClient emailEmails captured against the client
  • SharePoint or OneDriveYour files, where they areEach client links to its folder, permissions kept
  • Microsoft TeamsWhere the team talksClient notes and tool updates sent to Teams
  • CAS 360 or NowInfinityCompany complianceAnnual reviews and ASIC payments shown with the client
Sample setup. Xero Tax and XPM come with Xero Partner Hub at the partner tiers Xero sets; the Microsoft and compliance connections are the ones your firm switches on.
Alycia Stanton, Wheelhouse Advisory
Wheelhouse Advisory · Around 25 staff and growing, split into advisory and compliance teams

A firm that got one overview of its whole team

Wheelhouse Advisory turned firm-wide visibility into more hires and higher fees.

“It has just done a whole 360 on our whole entire firm. Everyone loved the overview of not just their own workflow, but everyone in the firm.”

Alycia Stanton, Client Services Manager, Wheelhouse Advisory
more staff hired, using the workflow overview to see where
3–4
months since workflow moved into AccountKit
18
people working from one overview across two teams
~25
Read the Wheelhouse Advisory story

From the Xero App Store

What firms say about adding AccountKit to XPM

★★★★★

…It fills the holes in Xero and XPM that accountants need to be in business.…

Matthew HicksReview on the Xero App Store, January 2019

★★★★★

…Sync's really well with XPM and other integrations, and support from Matthew, Paul and the team is first class - great communicators.…

Brett ArmfieldReview on the Xero App Store, November 2022

5.0 out of 5 from 83 reviews. Read them all on the Xero App Store

Questions

What firms ask about XPM alternatives

Is Xero Practice Manager being discontinued?

No. Xero is moving XPM into Xero Partner Hub as Partner Hub plus Practice Management, and says core features and pricing stay the same. It has retired a few features (Leads, Suppliers and Purchase Orders) and is moving connected apps to version 3.1 of its Practice Manager API.

What are the main alternatives to XPM?

Firms commonly look at Karbon, TaxDome, Financial Cents, Jetpack Workflow and Uku, and Senta by IRIS in the UK. Most connect to the Xero ledger rather than to XPM. Ignition and FYI are usually used alongside XPM rather than instead of it.

Does AccountKit replace XPM?

No. XPM keeps your time, billing and WIP. AccountKit syncs client details both ways with XPM and sends time to it. AccountKit’s workflow jobs stay in AccountKit, which is where your team plans and runs the work.

What does XPM cost?

Partner Hub plus Practice Management is free for Xero Silver partners and above. Otherwise it’s a flat fee for up to 10 users: A$163.90 a month including GST in Australia, £99 ex VAT in the UK, NZ$149 ex GST in New Zealand and US$149 in the US. Check Xero’s page for your region.

Will our other apps keep working if we keep XPM?

Yes. Xero lists 24 apps that connect to XPM, AccountKit among them, and they keep using XPM as their client list. Replacing XPM means checking each of them.

The heart of your firm

Keep what works in XPM and add what’s missing

Start a free trial, connect XPM and Xero, and see your client list with workflow, tools and documents around it.

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.