Know the client, company and responsible team.
Move across the portfolio without losing the active organisation, source information, reporting period, authority or expected outcome.
KX PRACTICE · IN DEVELOPMENT
One practice hub across Xero and KX Suite clients.
KX Practice is being designed as the centralised operating hub for accounting and bookkeeping practices. It connects client organisations that use Xero directly with clients that adopt KX Suite, while keeping each client, company, authority and work outcome clearly separated. The purpose is not merely to view more clients—it is to make recurring work, review, evidence and delivery consistent across the practice.
Connect Xero-only and KX Suite clients.
Support clients at different stages of growth through one practice hub while preserving the system, company and permission boundaries of each.
Standardise recurring work without obscuring judgement.
Coordinate staff access, reusable methods, review, evidence and delivery while keeping every decision attributable to the people involved.
DESIGNED FOR PORTFOLIO READINESS
Help every client maintain clearer, review-ready records.
KX Practice is being designed to help accounting and bookkeeping teams coordinate repeatable preparation, exception review and evidence across separate client organisations.
Apply trusted review methods.
Coordinate consistent work across participating clients without treating different companies as one undifferentiated data set.
Make outstanding matters visible.
Connect exceptions, responsibilities, deadlines and reviewer decisions so important questions are not lost between files.
Keep client outcomes supportable.
Retain source context, work history and evidence while preserving each client’s authority and Xero access boundaries.
INTENDED KX PRACTICE CAPABILITY
A controlled client portfolio—not a collection of disconnected files.
KX Practice brings portfolio oversight and repeatable service delivery together. It helps a practice apply trusted methods across many clients while retaining each client’s separate data, branding, permissions, source records and approval history.
Keep every client and organisation in the right context.
- Client, company and group directory
- Xero-only and KX Suite client environments
- Practice team assignments and responsibilities
- Company-specific permissions and authority
- Clear source freshness and company context
Benefit: staff can move between clients without confusing organisations, permissions or the origin of the work.
Reuse trusted structures without obscuring the source.
- Shared report blueprints and practice standards
- GL Cross-Match and retained mapping knowledge
- Batch and scheduled reporting workflows
- Client-branded and practice-branded delivery
- Version, reconciliation and exception visibility
Benefit: the practice can deliver more consistent reporting without rebuilding its method for every client.
Coordinate recurring work from preparation to review.
- Close, exception and recurring workflow management
- Tasks, review points, deadlines and accountability
- Supporting evidence, outcome history and delivery records
- Visible source, scope, version and approval trail
- Preparer, reviewer and escalation responsibilities
Benefit: recurring work becomes easier to supervise, hand over, review and support with evidence.
Support clients as their capability needs expand.
- Continue serving clients that remain in standard Xero
- Connect clients that adopt the broader KX Suite environment
- Preserve client separation and permission boundaries
- Maintain one practice relationship across both pathways
- Extend services as client reporting and operational needs grow
Benefit: the practice can continue supporting a client as its needs expand from standard Xero into KX Suite.
KX Practice is in development. This describes the intended product scope; individual capability and verified release readiness will be stated as development progresses.