schirallicpa Posted December 11, 2014 Report Posted December 11, 2014 I found it mentioned a couple times in old threads here from 2013. Anyone using it now? Would be great for me dealing with the out of town clients that continue to screw up the checkbook. But wondering how well it works and if clients like it. Quote
Lee B Posted December 11, 2014 Report Posted December 11, 2014 I took a serious look at it 2 years ago, watched 3 or 4 1 hour webinars. There are a number of mid sized CPA Firms that have adopted it for write up work in collabration with their clients. It seems to be well designed and very functional. My issues with it are: 1. Does not laser print checks on blank check stock. ( Each client would need their own preprinted checks ) 2. Does not have its own payroll module either for ATF or active processing. ( Have to use a payroll partner - ADP & Zen I think. 3. I have my own standard chart of accounts that I have been using for over 20 years. The only way to get my chart of accounts into Xero is to set it up in a excel spreadsheet and then import it. They just purchased a small cloud based payroll program and supposedly will have that available sometime in the last half of 2015. Quote
HV Ken Posted December 18, 2014 Report Posted December 18, 2014 I have no experience with XERO, but it seems like QuickBooks Online could handle this. It has come a loooooong way in the past two years. I probably have about 20% of my client base on it now, the rest remain on desktop. Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.