Generate time and resource efficiencies for professional advisers
Rated
5.0
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1
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availableListed for
3 years
February 2021Overview
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.
Reviews & ratings
1 Reviews
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CFCassandra Ferris
Posted 10 Feb 2021
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 managerIndustries
AccountingProfessional servicesApp details
By Acis
Added in 2021Countries
AustraliaLanguages
EnglishSupport
Setup walkthroughIntegration walkthroughContact supportsupport@acis.net.auTry Acis for free
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