XERO PRACTICE MANAGER
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Topdocs’ end-to-end integration with Xero Practice Manager (XPM) provides you with seamless data sharing between Topdocs and XPM. |
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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.
MORE INFORMATION
For more information about the Topdocs and Xero Practice Manager integration, please contact the team at Topdocs on 1300 659 242.