What can adviser users do regarding their clients using Xero HQ?

Adviser users in Xero HQ have the capability to manage and customize client details in one place, which is essential for maintaining accurate and up-to-date information for their clients. This functionality allows advisers to streamline their management processes by providing a centralized platform where they can easily access and update client information, track communication, and oversee various client-related activities. This is particularly beneficial in a scenario where advisers have multiple clients, as it simplifies the handling of details such as contact information, compliance documents, and service agreements.

The ability to manage and customize client details enhances the overall efficiency of their advisory services, enabling them to offer more tailored and responsive support to each client. This comprehensive view fosters better relationships and ensures that all relevant data is readily available for effective decision-making.