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Documents

Streamline your accounting data when you connect document management software and apps with Xero. The right document management system can help you manage contracts and legal documents and see a complete audit trail all in one place.

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  1. Accountant tools, Documents

    Annature

    4.99 out of 5 stars
     187
    Accountant tools, Documents
    Integrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
  2. Bills and expenses, Documents

    Staple Platform

    Bills and expenses, Documents
    Staple allow you to automate the extraction of data from any document! Automate your AP processing, invoices, and other tasks with Staple.
  3. Documents, Invoicing and jobs

    Prospero

    1 out of 5 stars
     1
    Documents, Invoicing and jobs
    Create professional business proposals and easily turn them into invoices with Prospero and Xero's powerful integration. Import contacts, increase sales, impress clients, monitor conversions, and more; use Prospero's functional proposal management software to scale your business to the next level.
  4. Accountant tools, Documents

    ATOmate

    5 out of 5 stars
     2
    Accountant tools, Documents
    ATO document processing automation. ATOmate is designed for accountants for fast, simple, and secure ATO document processing. Save time and improve efficiencies by automating the manual processing, checking and distributing of all ATO documents. Reducing manual ATO document processing time by 90%.
  5. Accountant tools, Documents

    ATO SmartDocs

    Accountant tools, Documents
    New generation true cloud ATO Document processing automation. Secure 2FA email delivery of your ATO Documents to your clients. Unique SmartBot one-click processing.
  6. Documents, Practice manager

    Notud XPM

    Documents, Practice manager
    Easily handwrite your notes in the cloud.
  7. Documents, Practice manager

    Content Snare

    4.92 out of 5 stars
     39
    Documents, Practice manager
    The simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
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.