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Generate time and resource efficiencies for professional advisers

Overview

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.

Explore all features of Acis

Acis + Xero

Xero Practice Manager integrations can be performed during any product order simply by selecting the Integrations icon and following the prompts.

Reviews & ratings

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1 Reviews
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CF
Cassandra Ferris
Posted
5 out of 5 stars

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!

Additional info

Shared data

Xero
Acis
Contactsshared from Xero to Acis and from Acis to Xero

App details

By Acis
Added in 2021
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