Help & Support

Xero partners should definitely read and understand the Xero Terms of Use. It’s a crucial part of their responsibility as trusted advisors to their clients.

Why it’s important for Xero partners to understand the Terms of Use:

• Liability: The Terms of Use outline the rights and responsibilities of both Xero and its users. Understanding these terms is essential to protect both the partner and their clients from potential legal issues.
• Data protection: The Terms of Use cover important aspects of data protection, including Xero’s obligations regarding data security and the user’s responsibility for maintaining backups of their data. Partners should be able to advise their clients on these matters to ensure their data is safe.
• Service limitations: The Terms of Use also outline the limitations of Xero’s services. Partners need to be aware of these limitations to set realistic expectations for their clients and avoid misunderstandings.

Why sharing this information with clients is important:

• Informed consent: Clients need to understand the terms they are agreeing to when they use Xero. Partners have a responsibility to ensure their clients are fully informed about their rights and obligations.
• Data protection: By informing clients about their responsibility to maintain backups, partners can help prevent data loss and minimize the impact of potential technical issues.
• Dispute resolution: In the event of a dispute, having a clear understanding of the Terms of Use can help resolve the issue more efficiently and amicably.

Best practices for Xero partners:

• Read and understand the Terms of Use: Partners should thoroughly review the Terms of Use and ensure they understand all the key provisions.
• Communicate with clients: Partners should proactively communicate the key points of the Terms of Use to their clients, emphasizing the importance of data backups and other relevant aspects.
• Provide resources: Partners can provide clients with links to the Xero Terms of Use and other relevant resources to help them understand their rights and responsibilities.
• Stay up-to-date: Xero may update the Terms of Use from time to time, so partners should make sure they are always aware of the latest version and inform their clients of any changes.

By taking these steps, Xero partners can ensure that their clients are well-informed and protected, while also fulfilling their own legal and ethical obligations.