Sole Practice Manager vs Xero Practice Manager

Cheaper on Paper Isn’t
Cheaper in Practice.

Xero Practice Manager starts lower – then you bolt on a client portal, document management, e-signatures, and proposals to make it usable. Sole Practice Manager includes all of it from $399/month flat. Higher sticker price. Lower total cost. One platform instead of five.

Sole Pricing

$399/mo all-inclusive

per practice

XPM Pricing

$149/mo + add-ons

per user

White-Label Portal

Sole ✓ | XPM ✗

your brand

All-In Cost

Sole lower | XPM higher

per practice

Pricing Reality

XPM's $149 Is the Price of the Login. Not the Price of Running Your Firm.

XPM's "free for Silver Partners" tier takes most firms 12–18 months to reach — until then it's $149/month. And the base licence doesn't include a client portal, document management, e-signatures, or proposals. Add those and the real monthly cost climbs past Sole's flat $399.

"The question isn't which tool has the lower line item. It's which tool gets your firm fully operational — and on Sole, the answer doesn't carry four hidden invoices behind it."

Sole Practice Manager

Grow Plan

$399

per month · whole team · everything included

Unlimited team members — no per-user fee

White-label client app included

BAS & STP Phase 2 built in

Proposals & e-signatures built in

Document management built in

AI features & practice intelligence

Xero Practice Manager

$149 + the add-ons it needs

$149/mo

base licence only · portal, docs, e-sign sold separately

Job management & time tracking

WIP reporting & invoicing

Client portal — costs extra

Document management — costs extra

E-signatures — third-party required

Locked to the Xero ecosystem

Feature Comparison

Sole vs Xero Practice Manager

XPM does the internal jobs well. The gap shows in everything that touches your client and everything you'd otherwise pay a separate vendor for.

Feature

Sole Practice Manager

Karbon

Pricing model

Per practice - flat fee

Partner tier or $149/mo

E-signatures

✅ Included

❌ Requires third-party

Proposal automation

✅ Built-in

❌ Not available

Staff scheduler

✅ Built-in

❌ Not available

White-label client app

✅ Included

❌ Not available

Client portal branding

✅ Built-in

❌ Requires add-on

Sales pipeline & CRM

✅ Built-in

❌ Not available

Document management

✅ Built-in

❌ Not available

BAS lodgement

✅ Built-in (AU-native)

⚠️ Via connected Xero file

STP Phase 2

✅ Built-in

⚠️ Via Xero payroll only

SuperStream

✅ Built-in

❌ Not available natively

KYC & AML onboarding

✅ Built-in

❌ Not available

AI features

✅ Built-in

❌ Not available

Ecosystem lock-in

✅ Open integrations

❌ Xero ecosystem only

Where the Extra Cost Goes

You're Not Paying More. You're Paying Once.

The difference between Sole's $399 and XPM's $149 isn't markup - it's the client portal, proposals, e-signatures, and white-label branding XPM makes you source and pay for elsewhere. On Sole it's one bill, under your firm's name.

Client-facing portal carries your firm's branding — not Sole's, not Xero's

Proposals, engagement letters, and documents shared under your firm's name

Your logo, your colour palette, your domain — every client touchpoint is yours

Strengthens client retention and perceived firm professionalism

White-label client app included — no per-licence add-on to bolt on

Frequently asked questions

Common questions

On the base licence, it isn’t — once you match features. XPM’s $149 covers job management and time tracking only. Add the client portal, document management, e-signatures, and proposals that Sole includes, and XPM’s real monthly cost rises above Sole’s flat $399. You’re comparing a base login to a complete platform.

XPM is free for Xero Silver Partners and above; below that tier it’s $149/month, and most firms take 12–18 months to qualify. Either way, the free or paid base lacks a client portal, document management, and e-signatures — so “free” still carries add-on costs.

Yes. Sole integrates with Xero for accounting data. You replace XPM as your practice management layer — not Xero as your general ledger. Your clients can continue using Xero; Sole handles how you manage them.

For most Australian accounting and bookkeeping firms, yes. Sole covers everything XPM does — job management, time tracking, WIP, invoicing — plus the client-facing features XPM doesn’t have: white-label portal, proposals, pipeline management, and AI tools.