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XPLAN INTEGRATION

Integration XPLAN is Australia’s most widely used financial planning management tool. The Topdocs integration enables you to seamlessly order a document from within XPLAN and have your XPLAN client data automatically prefill your Topdocs order forms.

STEP-BY-STEP INSTRUCTIONS

To see the step by step instructions to use the integration facility between XPLAN and Topdocs, please download the XPLAN integration information sheet.

download Download the XPLAN integration instructions

MORE INFORMATION

For more information about the Topdocs and XPLAN integration, please contact the team at Topdocs on 1300 659 242. You can learn more about XPLAN and the services they provide here.