Xero Practice Manager is tailored for accounting and bookkeeping firms to streamline job management, time tracking, and workflow processes, allowing accountants to focus on high-quality service. Annature’s integration with Xero Practice Manager offers a comprehensive dashboard where users can manage clients, view document histories, and create envelopes or identity verifications directly. Client data syncs automatically, making it easy to manage client relationships and document exchanges efficiently.
Annature automatically syncs client and contact information from Xero Practice Manager, ensuring your data is always up-to-date. Eliminate the risk of manual data entry errors by pre-filling contact details in your documents. Stay informed with real-time updates on contact changes, ensuring your documents are always accurate.
View all your Xero client data and sent documents within the Annature dashboard. Send documents for e-signature directly from the dashboard with just a few clicks. Monitor the signing status of your documents and take action as needed.
Our identity verification product seamlessly integrates with Xero for a streamlined compliance process. Post-verification, client records are automatically updated in Xero, including verification details and certificates. Ensure your data is easily accessible and audit-ready.
Step-by-step guide to linking account.
To connect Xero Practice Manager, go to Settings and click Integrations.
Next, Click Connect under Xero Practice Manager.
You'll be redirected to your Xero Practice Manager account. Log in to your account if you aren't logged in already.
Finally, you will be prompted to allow Annature access to your Xero Practice Manager account. Simply click on Allow access to complete the connection.
Once connected, Xero Practice Manager will be added to the dashboard's left-hand menu.
