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You can set it up yourself, free, with guided videos and in-app help. Press Start now on the website, give your details and confirm your mobile with the code we text you. When there’s room you go straight into setting up your practice; when we’re busy you hold a place in line instead, and we text and email you an access code the moment it opens. Claiming the code creates your practice. You arrive as the owner and invite the team from Settings > Users & Permissions.

Your practice name, details, and preferences can all be updated later from the Settings page.

Go to Settings > Xero Connections and press Connect. You’ll be sent to Xero to authorise access; once connected, OneHQ matches each Xero organisation to your clients by ABN.

For full details, see the Xero integration guide.

Jobs represent individual work items — a specific BAS for a quarter, a tax return for a financial year, etc. Each job has a type, period, status, due date, and assigned staff.

The stages are your own: each practice arranges the lifecycle it uses — a typical one runs Not Started → In Progress → Queries → Review → Out to Sign → Lodged.

Clients are organised into Client Groups containing one or more Entities. A group might be “Smith Family” containing entities like “Smith Family Trust”, “Smith Pty Ltd”, and individual tax returns.

Entity types include Company, Trust, Individual (ITR), SMSF, and Partnership. Each entity has its own obligations, contacts, jobs, and communication history.

OneHQ reads your clients’ Xero organisations — Profit & Loss, Balance Sheet, Trial Balance, bank transactions, payroll data, and more — and writes back only where you ask it to: a journal an accountant has reviewed and posted, a transaction recoded, a bank transaction recorded from a OneHQ tool, an account a journal needs, or a draft invoice already in your firm’s own Xero that you choose to send. It never edits contacts, bank feeds or pay runs, never records time and never creates an invoice.

This data powers BAS readiness checks, tax return preparation signals, tax planning worksheets, risk engine analysis, and financial snapshot views. See the full Xero integration guide for details.

Go to Settings > Xero Connections and click “Disconnect”. You can disconnect individual Xero organisations or all at once. Disconnecting revokes the OAuth authorisation and unlinks entities from their Xero orgs.

For full details, see the disconnecting section of the Xero guide.