| Topdocs has released a series of new integrations with Xero Practice Manager that enable you to: |
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Populate your Topdocs application forms with XPM client data
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When you create a new structure with us, whether it be a new company, trust or SMSF, you can now directly import XPM clients into your application form. Simply select the XPM client from your client list and we’ll populate your Topdocs application form with their name, address and date of birth |
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Instantly set up your new structures in XPM – with no duplications! |
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Order a new company, trust or SMSF with us online and you will have the option to have the new structure instantly set up in your XPM account without the need to enter any additional client data. |
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As part of the structure set up in XPM, you will have the option for all relevant relationships to also be created in XPM for you, including company officeholders and shareholders, trustees and beneficiaries of trusts, and trustees and members of SMSFs |
Importantly, our new integrations will not create any duplicate entries in your XPM account!
In this webinar we will show you how these time saving integrations can greatly reduce the time it takes for you to order your legal documents and create new structures in XPM.
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