The Gap provides accountants and bookkeepers with fully systemised processes and education to market, sell and deliver Business Advisory and improvement services.
The Gap empowers its members to help their clients achieve financial, mind and time freedom. If you want to build sustainable monthly recurring revenue, build enduring client relationships, attract young guns to your firm, and leverage your time better, then you're a great fit for The Gap. Book a demo with our team to find out how you can start accelerating small business success today.
The Gap + Xero
The Gap connects with Xero, capturing client contact information to produce seamless proposals, minutes, plans and other resources in order to deliver the various Gap value add services.
By default, the contact flagged as the primary contact is synced from XPM to The Gap Portal. If no primary contact is selected in XPM, the first contact alphabetically will sync.
It’s easy, pushing the sync button in The Gap Portal will redirect you to your Xero Practice Manager login screen. After entering your XPM credentials you’ll be asked to authorise The Gap before being redirected back to The Gap Portal. Following this, The Gap Portal syncs automatically with XPM twice daily.