You are here:   HomeBusiness Services Topdocs Integration Xero Practice Manager
Print

XERO PRACTICE MANAGER

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

POPULATE YOUR TOPDOCS ORDER FORMS WITH XPM CLIENT DATA

When create a new structure with us, whether it be a new company, trust or SMSF, you will see a XPM button next to all of the contact fields in your Topdocs application form. Click the button and you will see a full list of your XPM clients. Simply select the XPM client related to your order, and we’ll populate your Topdocs application form with their name, address and date of birth.

INSTANTLY SET UP YOUR NEW STRUCTURES IN XPM

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 key any additional client data.

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.

ABOUT XERO

Xero is world-leading online accounting software built for small business. Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
  • Find out more or try Xero for free.

MORE INFORMATION

For more information about the Topdocs and Xero Practice Manager integration, please contact the team at Topdocs on 1300 659 242 or click a link below: