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.
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.