You’re on the Australia site
  1. Home
  2. Financial services
LightYear Docs is the strategic choice for legal documentation. Backed by in-house and partner legal firm Abbott & Mourly Lawyers, all documents on the LYD platform are reviewed each quarter ensuring you’ll never get left behind such as: Companies, Trusts, SMSFs...your business is surge with us.

Overview

LightYear Docs is the strategic choice for legal documentation. Backed by in-house and partner legal firm Abbott & Mourly Lawyers, all documents on the LightYear Docs platform are updated and reviewed each quarter ensuring you’ll never get left behind. Including Companies, Trusts, SMSFs, Business Agreements and Estate Planning documents, your business is sure to surge with LYD. Plus, the new LY Surge app is free for all Lightyear Docs users and provides a private channel to speak with technical strategy and legal experts directly, subscribe to and watch webinars and earn quarterly CPD hours. We know documents, we know legal and we know strategy even better.

We saw a problem, so we reimagined it. LightYear Docs was founded on the belief that providing practical solutions that improve an accounting or financial services business would revolutionise the often-complicated legal documentation and client advice process. Designed with you, your business and your client in mind, our innovative platform allows you to create documents, learn and implement strategies and benefit from expert knowledge, partnerships, and member benefit programs. We help professionals reimagine their businesses from day one by empowering them with some of Australia's most strategic and advanced documents, collaboration tools, and strategies. The LightYear Docs unique document wizard provides access to more than 190 different legal documents and strategy packs (or workflows) with full legal sign-off from Abbott & Mourly Lawyers. And the revolutionary LY Surge app ensures we're ready to help your practice be the best it can be, where and whenever you are.

Explore all features of LightYear Docs
LightYear Docs
Play Video
, opens in a dialog

LightYear Docs + Xero

LYD Application will integrate with XERO Practice Manager to retrieve the information of contacts, clients so that user can select and fill it automatically into the interview forms without typing it.

Reviews & ratings

5.0 out of 5 stars
13 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
MW
Michael Wiseman
Posted
5 out of 5 stars

Great Solution

Simple to use application with great, timely support from their knowledgeable team.
BH
Brett Houlden
Posted
5 out of 5 stars
I love LYD
KD
Khushroo Dastur
Posted
5 out of 5 stars
Great app, easy to use and excellent revenue generator for firm

Additional info

Shared data

Xero
LightYear Docs
Contactsshared from Xero to LightYear Docs

App details

Added in 2022
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.