List of Xero Practice Manager Customers
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Since 2010, our global team of researchers has been studying Xero Practice Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Xero Practice Manager for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Xero Practice Manager for Legal Practice Management include: Nexia, a Australia based Banking and Financial Services organisation with 700 employees and revenues of $80.0 million, Frontline Accounting (Diane Pendle), a Philippines based Banking and Financial Services organisation with 120 employees and revenues of $8.0 million, Your Virtual People, a Philippines based Professional Services organisation with 60 employees and revenues of $4.0 million, F4 Partners, a Australia based Professional Services organisation with 20 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Xero Practice Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Xero Practice Manager customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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F4 Partners | Professional Services | 20 | $1M | Australia | Xero | Xero Practice Manager | Legal Practice Management | 2018 | n/a |
In 2018 F4 Partners implemented Xero Practice Manager as its core Legal Practice Management application to support daily practice operations. The small professional services firm used Xero Practice Manager on a daily basis to maintain client details, manage matters, and centralize practice administration, and the role holder was the documented point of contact for clients according to company documentation.
Configuration and operational use focused on client records management, matter tracking, time recording and billing workflows consistent with Legal Practice Management systems, with Xero Practice Manager serving as the authoritative repository for client metadata and matter lifecycle. Operational interactions included working with the Australian Taxation Office portal when required, establishing compliance touchpoints and lodgement workflows, while governance responsibilities encompassed maintaining client details, client communications, and day to day stewardship of the application within the firm’s client services function.
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Frontline Accounting (Diane Pendle) | Banking and Financial Services | 120 | $8M | Philippines | Xero | Xero Practice Manager | Legal Practice Management | 2018 | n/a |
In 2018 Frontline Accounting implemented Xero Practice Manager. Frontline Accounting, a 120 employee firm in the Philippines operating in Banking and Financial Services, deployed Xero Practice Manager as its Legal Practice Management application to centralize tax engagement administration and client deliverables.
Xero Practice Manager was configured to support end to end tax and accounting engagement workflows, including job and engagement tracking, scheduling, time capture, and invoicing, along with document management and standardized workpapers. The firm uses the application to prepare simple to complex tax returns for individuals, companies, trusts, and estates, and to generate client financial statements, tax letters, minutes of meeting, and other reports required for compliance and client communication.
Operational integration includes direct use of Sage HandiTax software alongside Xero Practice Manager for tax return preparation, enabling a handoff between practice management workflows and tax filing tools. Governance was centered on standardized engagement templates and workflow checkpoints to enforce consistent workpaper production and report outputs across the tax and accounting teams.
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Nexia | Banking and Financial Services | 700 | $80M | Australia | Xero | Xero Practice Manager | Legal Practice Management | 2018 | n/a |
In 2018, Nexia implemented Xero Practice Manager within its Legal Practice Management environment at the Nexia Perth office. The deployment supported the Perth office population that included three Directors of Audit and Assurance, the Human Capital Resource Manager, five Managers and all professional staff, and sat alongside broader Nexia Australia and New Zealand operations with links to Nexia International.
Xero Practice Manager was used for client database administration and scheduled work management, and it operated in the context of document integrity and control, quality control administration, and preparation of engagement documentation such as letters of engagement, proposals, valuations and tenders. The implementation aligned with typical Legal Practice Management workflows for engagement administration, scheduling and client recordkeeping while staff maintained quality control and Annual Independence Declaration processes.
Operational integrations and adjacent systems named in the configuration included Expensify for directors and audit team disbursement reconciliations, JobAdder for recruitment and onboarding administration, HowNow referenced alongside Xero Practice Manager, bank confirmations workflows, Australia Tax Office notice of assessments handling, Nimo database administration and ASIC extracts. These connections indicate Xero Practice Manager was administered as part of a practitioner workflow set that touched Audit and Assurance, HR recruiting and onboarding, and client financial reconciliation processes.
Governance and operational ownership remained with internal roles, with the Human Capital Manager and Directors overseeing scheduling, meeting coordination and quality control administration, and a Risk Manager for Audit and Assurance administering Nimo and quality control records. Nexia Xero Practice Manager Legal Practice Management supported Audit and Assurance and Human Resources business functions without explicit external implementation partner attribution.
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Professional Services | 60 | $4M | Philippines | Xero | Xero Practice Manager | Legal Practice Management | 2014 | n/a |
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