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XERO PRACTICE MANAGER

Integration Topdocs’ end-to-end integration with Xero Practice Manager (XPM) provides you with seamless data sharing between Topdocs and XPM.

PRE-POPULATE YOUR DOCUMENT ORDER FORMS

Topdocs enables you pre-populate a comprehensive range of company, trust and SMSF online application forms with the data from your XPM account, greatly reducing ordering time.

Simply select a document to order in our online Document Portal and we will provide you with the complete list of the companies, trusts and SMSFs you have in XPM. Choose the entity you are preparing the documents for and be amazed at how we pre-populate your order form with the seamless data import from XPM.

INSTANTLY SET UP YOUR NEW STRUCTURES IN XPM

If you order a new company, trust or SMSF in our online Document Portal, you will have the option to have the new structure instantly set up in XPM without the need to key any client data.

When you submit your order, we will securely send the structure information back to your XPM account, creating the new company, trust or SMSF automatically for you.

MORE INFORMATION

For more information about the Topdocs and Xero Practice Manager integration, please contact the team at Topdocs on 1300 659 242.