Xero Practice Studio (XPS) Setup Questionaire
Name
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First Name
Last Name
Company name
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E-mail
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Phone Number
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Area Code
Phone Number
Date
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Month
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Day
Year
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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
Workpapers
Tax
What software do you currently use to run your practice and file tax returns?
MYOB AE
MYOB AO
Handisoft
CCH Ifirm
APS
Software Assistant
Other
No software used
Who is responsible for your current IT systems, an external company or employee?
Are you interested in document management solutions?
Yes
No
Maybe
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?
Clients
Active Jobs
WIP
Debtors
Suppliers
Staff?
How many clients would you want to import?
When would you like your new system operational?
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