XIRA for Accounting Firms

More billable hours.
Less time on admin.

One platform handles document collection, engagement tracking, billing, scheduling, payments, and client messaging. Built for accounting firms that want to spend their hours on advisory work, not overhead.

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7 tools in one platform

$0 setup fee

3.2 days avg. time to payment

60% drop in outstanding balances

5 hrs saved per week on document chasing

57%

Most accounting firms are leaving thousands on the table every month.

57% of accounting firms lose between $1,000 and $5,000 per month to work they performed but never billed. The problem is not the clients. It is the process.

Out-of-scope work goes unpaid

A 2025 survey of 270 accounting firms found only 1% successfully bill for all out-of-scope work. The other 99% absorb the cost. (Ignition, 2025)

Documents that never arrive

Accountants spend an average of 5 hours every week chasing clients for missing information and checking data for errors. (Dext, 2021)

Invoices that age into bad debt

61% of invoices are paid late, and the average payment cycle has stretched from 32 days in 2019 to 47 days today. (Clockify, 2025)

Meet an Account Rep

No contracts. Cancel anytime.

Engagement Management

Every engagement tracked. Every service billed.

Create engagements for tax prep, bookkeeping, advisory, and compliance work. Define scope, log time, and track every deliverable. When a client asks for work outside the original scope, it lands on the record, billable and visible, before it ever becomes a conversation.

T&E: hours and expenses, billed as incurred
Flat Fee: fixed price per tax return or project
Recurring: auto-billing for bookkeeping and retainer clients
One-click push from engagement log to invoice

Document Collection

Your checklist. Their portal. No more chasing.

Send clients a structured document request and they upload directly into the engagement folder inside XIRA. Engagement letters signed and returned in-platform. Supporting documents organized the moment they arrive. You spend your time reviewing, not requesting.

Structured document requests with real-time completion status
Clients upload directly into the engagement record
Engagement letters collected with built-in eSignature
Every file encrypted and version-controlled

Auto Billing

Bill the moment the work is done.

Log time as you work through the engagement. Hit a milestone and XIRA assembles the invoice from your activity log and delivers it automatically with one-click payment built in. No more batch billing at month-end. No more work slipping through the cracks.

T&E invoices assembled from logged hours and out-of-pocket costs
Flat Fee invoices triggered on engagement completion or milestone
Recurring invoices sent automatically on your billing schedule
Branded invoice with pay link delivered directly to client

Online Scheduling

Consultations that book themselves.

Share one link. Clients see your live availability and book directly: initial consultations, tax planning sessions, quarterly reviews, year-end check-ins. No email threads, no back-and-forth. Your calendar fills itself around your schedule, including busy season.

Personalized booking page with your real availability
Syncs with your existing calendar automatically
Automatic confirmation and reminders for both sides
Block off busy season windows with custom availability rules

Ready to stop losing revenue to unbilled work?

See how accounting firms reclaim hours and recover lost revenue with XIRA. Schedule a Demo

Meeting Hub

Client reviews over video. Documented automatically.

Every booked session launches directly inside XIRA with integrated video conferencing. No separate app required. Your client meetings stay attached to the right engagement, documented and searchable the moment the call ends.

Integrated video conferencing, no extra app needed
End-to-end encrypted for client confidentiality
Meetings auto-linked to the engagement record
Session notes stored and searchable in-platform

Electronic Payments

Get paid in days,
not weeks.

61% of invoices are paid late, and the average payment cycle has reached 47 days (Clockify, 2025). Clients who can pay in one click, do. Firms using XIRA see a 60% drop in outstanding balances.

60% avg. drop in outstanding balances

Get paid when the engagement closes.

ACH, credit card, and pre-authorized debit (PAD): clients choose what works for them. You get an instant notification the moment funds clear. Retainer clients on PAD pay automatically every month. No chasing, no net-30 waiting.

ACH / direct bank transfer
Credit and debit card payments
Pre-authorized debit (PAD) for monthly bookkeeping retainers
Automatic receipts, no paperwork

Secure Messages

One thread per client. No more email chains.

Replace scattered email chains and text messages with a dedicated encrypted client channel. Every conversation is tied to the right engagement, searchable, documented, and professional. Clients access through their own secure portal, not your personal inbox.

Encrypted messaging, separate from personal channels
Messages tied to the engagement and client record
Document sharing directly in the conversation
Clients access through their own secure portal

More billable time.
Less time running the firm.

XIRA replaces seven separate tools with one platform built for the way accounting firms work, so your practice runs tighter, your clients pay faster, and your hours go where they generate the most value.

5 hrs

saved per week on document collection and client chasing

60%

average drop in outstanding invoice balances

7-in-1

tools replaced by one integrated platform

Your firm runs on expertise.
Let XIRA handle the rest.

See XIRA in action. We will show you exactly how it fits your accounting practice. No pressure, no pitch deck.