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Acis

By Acis
5 out of 5 stars
 1 reviews
Free trial available
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Generate time and resource efficiencies for professional advisers
Rated
5.0
out of 5
Reviewed by
1
Xero user
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available
Listed for
4 years
February 2021

Acis can help your business

  • Tasks for Accountants and Bookkeepers

    • Manage data and documents

Overview

Streamline workflows Create client records and upload Acis documents to Xero Practice Manager via a single click.

Pre-loaded data Superior connectivity enables you to load your Xero Practice Manager client data directly into Acis orders.

Avoid duplicates Unique identifiers built into the Xero Practice Manager integration prevents duplicate records.

Acis + Xero

Xero Practice Manager integrations can be performed during any product order simply by selecting the Integrations icon and following the prompts.

Getting started

Customers can get started with using the Connect button within the integration section of Acis portal. The connection can be established using their XPM credentials.

Screenshot 1 for app Acis

Reviews & ratings

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5.0 out of 5 stars
1 Reviews

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Most recent reviews

CF
Cassandra Ferris
Posted 10 Feb 2021
5 out of 5 stars

Excellent Integration - Streamlined and Easy

Integrating Acis with Xero Practice Manager (XPM) has saved our business so much time. When a new entity is created, I can simply send the information through to XPM where it creates the client and adds all the relationships (ie director, secretary, shareholder, etc) - which is one of the most time consuming parts of adding a new client. For a small business like my own, this is a massive win. Thanks Acis!
One person found this review helpful.

Additional info

Shared data

Xero
Acis
Contactsshared from Xero to Acis and from Acis to Xero

Functions

Accountant toolsPractice manager

Industries

AccountingProfessional services

App details

By Acis
Added in 2021

Countries

Australia

Languages

English

Support

Setup walkthroughIntegration walkthroughContact supportsupport@acis.net.au

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.