Overview
AuditCover is designed specifically for accountants and tax professionals to provide smarter tax audit insurance to their clients. Seamlessly integrated with Xero, it simplifies the process of managing, quoting, and offering audit insurance
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Streamline the quoting process with automated data retrieval from Xero.
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Save countless hours of admin by automatically importing your client list.
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Offer comprehensive audit protection, tailored to each client’s needs.
AuditCover + Xero
In less than 2 minutes, you can connect your Xero XPM account with AuditCover to streamline the process of offering and managing tax audit insurance for your clients.
The integration automatically imports your client list from Xero, saving you time and reducing manual data entry.
Key features of the integration include:
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Automatic Client Import: Import your Xero client list directly into AuditCover, eliminating manual entry and reducing administrative workload.
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Quoting and Policy Management: Generate quotes and manage policies based on client data from Xero, making it easier to offer tailored audit insurance.
Getting started
To get started and integrate AuditCover with your Xero XPM account, follow these simple steps:
- Connect Your Xero XPM Account
- Create an account with AuditCover to register your practice.
- Follow the prompts to authorise the connection with your Xero XPM account.
- Import Your Client List
Once connected, AuditCover will automatically import your client list from Xero, ensuring your data is ready for use.
- Create and Launch a Campaign
With your clients imported, you can start generating quotes and offering tailored tax audit insurance to your clients.
