Xero Practice Studio (XPS) Setup Questionaire
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Have you made the decision to implement Xero Practice Studio, or are you still deciding?
Are you a Silver Xero partner?
Do you use Xero for your practice accounts?
Number of offices
Number of fee earning staff
Number of administration staff
Number of Director/partners
What are your main objectives from implementing XPS?
Which XPS tools would you like to be using?
Job management and workflows, notifications
Lead and quote management
What software do you currently use to run your practice and file tax returns?
No software used
Who is responsible for your current IT systems, an external company or employee?
Are you interested in document management solutions?
Process and template design
Would you like to adopt the standard Xero workflows, processes and templates?
Would you prefer to customise processes and workflows to suit your needs?
Would you like a demonstration of the standard Xero workflows and templates to help you
Does your firm mainly charge customers on a fixed fee or by time and expenses?
Do you want to import?
How many clients would you want to import?
When would you like your new system operational?
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