FY25 client and document management apps
Apps made to streamline client collaboration and communication, from easy electronic signing and secure client portals to document collation, editing and management.
- Accountant tools, Practice manager
FuseSign
5 out of 5 stars6Accountant tools, Practice managerFuseSign is an affordable, intuitive, and easy to use Digital Signature tool. Send documents to multiple recipients and have them signed and returned to you within minutes instead of days for the price of a stamp, it's legally binding and can be used for a wide range of signature requirements. - Accountant tools, Practice manager
FuseDocs
5 out of 5 stars3Accountant tools, Practice managerAutomation repetitive document processes within your firm. FuseDocs connects to your existing systems to save you hours. - Documents, Practice manager
FYI
4.84 out of 5 stars19Documents, Practice managerFYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy. - Documents, Practice manager
SuiteFiles
4.8 out of 5 stars52Documents, Practice managerWith SuiteFiles, you get a fully integrated intelligent workspace for managing all your files, emails and client documents in the cloud. - Accountant tools, Practice manager
AccountKit
5 out of 5 stars69Accountant tools, Practice managerAccountKit is to accountants & bookkeepers what the V8 engine is to petrol heads. It’s an incredibly powerful suite of tools that will have your Xero Practice Manager purring so efficiently you’ll be taking care of even the most arduous tasks in no time.
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.