Skip to content

How Can We Help?

Granting access to Xero

In order to access your books in Xero, please follow the steps below:

Log in to Xero
In the Settings menu, select General Settings

Click Users -> Select Invite a User.
Enter [email protected] in the e-mail address field.  Choose “Advisor” as the user role. Click Continue and then click Send Invite.

For more detailed instructions, click here.

Table of Contents