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TBR assists with changeover to Xero Practice Manager

When the team at accounting firm Australian Taxation Advisers in Brisbane was making the switch to Xero Practice Manager, they were pointed in the direction of The Back Room by a friend of a friend to help with the changeover.

Wayne, Margaret and our team here at The Back Room were able to set up and manage ATA’s transition to XPM with very little inconvenience to our client. In addition to the management of the transfer of data and setting up of systems, Margaret also provided instructional videos on best practice.

In their words

Here’s what Chris Davey, Accountant at ATA, says about the project:

"I was introduced to The Backroom from a friend of a friend who was very impressed with their service.  Our firm had decided to switch to Xero Practice Management system. 

I spoke to Wayne initially and he explained the process and how they operate. 

Once we had engaged The Backroom, I was able to meet Wayne and Margaret at Xerocon and we were able to go over the project in a bit more detail. 

From here on, I predominantly dealt with Margaret who kept me up to date with the progress of the conversion regularly.  We didn't have a specific time limit for the project but it was finished in around a month (which was about 2 months quicker than others had told us). 

Margaret also gave me some tips for setup and best practice which was greatly appreciated.  Overall, I was highly satisfied with The Backroom and wouldn't hesitate to recommend them to others."  

Final word

Thank you to Chris and the team at Australian Taxation Advisers, we appreciate your kind words. It was a pleasure working with you on this project.



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