Comparisons · Updated 24 September 2026

Xero Practice Manager Replacement: What XPM Users Should Consider

Looking to replace Xero Practice Manager? What UK firms should look for next, how to migrate, and how Remindoo compares.

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Key takeaways

Decide what you need beyond jobs and timesheets: CRM, proposals, deadlines, portal, AML.
Export clients and jobs before you start migrating.
Run both systems in parallel for one cycle.

Why firms look beyond XPM

Xero Practice Manager focuses on jobs, time and Xero-connected client data. Growing firms often want lead capture, proposals, engagement letters, client portals and AML records in the same system.

Firms with a mix of Xero, QuickBooks and FreeAgent clients also want a practice tool that treats them all equally.

How to plan the move

A simple migration plan:

Export your client list and job types
Map XPM job templates to Remindoo service templates
Import clients and pull Companies House data
Run one month in parallel
Switch client reminders on

Remindoo as the next step

Remindoo connects with Xero, QuickBooks and FreeAgent and adds CRM, proposals, deadlines, client portal and AML records, with migration help from the team.

Next step: Xero Practice Manager alternative →

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Frequently asked questions

How do I switch from Xero Practice Manager to Remindoo?

Export clients and jobs from XPM, and Remindoo's team helps import clients, set up service templates and connect Xero. Most firms run both for one cycle.

Waqas Sagar

Chartered accountant and Remindoo co-founder · Last updated 24 September 2026

Built for UK practice growth

Every deadline. Every client. One system.

Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.

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Why recording every task matters in an accountancy practice

Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.

Avoid penalties

HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.

Nothing depends on memory

Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.

Consistent quality

Subtask checklists make every job follow the same steps and reviews, whoever does the work.

Visibility for managers

Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.

Practical tips from UK practice

Set an internal deadline two to four weeks before every statutory deadline.
Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
Break larger jobs into subtasks, including a review step.
Comment on the task instead of by email, so the history stays with the work.

Related Remindoo features

Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

Read all reviews on Trustpilot

“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd