Overview
Annature, Australia's leading eSignature and Identity verification provider, seamlessly integrates with Xero Practice Manager (XPM), offering a robust solution for sending, signing, and managing documents securely. With our integration, say goodbye to manual data entry errors as client and contact details are auto-populated from Xero to Annature, ensuring accuracy when sending out sensitive financial documents.
Our flagship "Integration dashboard" allows a quick glance at your XPM data within Annature, alongside a straightforward view of documents sent to each client. Sending new documents or agreements is just a click away, with all contact details pre-filled.
Moreover, our Identity verification solution syncs verification results back to XPM. Annature records verification details and uploads a verification certificate to the client's document section, promoting a higher level of compliance and audit-readiness.
With more than 100 5-star reviews on the Xero marketplace, we're the highest-reviewed app in the document signing and Identity verification category. Our commitment is to provide an easy-to-use, secure, and compliant solution for managing client interactions efficiently.
Explore Annature's offerings and experience a hassle-free, secure, and efficient way of handling eSignatures and Identity verifications in your accounting or bookkeeping practice. Our localised support and proactive approach towards regulatory compliance make us a standout choice against international providers. Join the growing community of professionals who trust Annature for their document signing and Identity verification needs.
Annature + Xero
Annature's integration with Xero Practice Manager (XPM) is crafted to significantly streamline the process of electronic document signing and client Identity verification for professionals. Here’s how our app harmonises with Xero:
Automatic Synchronisation of Client and Contact Information: Annature auto-syncs client and contact data from XPM. When you send documents or agreements from Annature, names, email addresses, and mobile numbers are auto-populated, reducing the chance of manual errors.
Integration Dashboard: Our integration features a flagship "Integration dashboard" where you can view all your XPM data within Annature. This dashboard serves as a hub to see documents sent to each client, and to quickly send new documents with pre-filled contact details.
Effortless Document Sending and Tracking: Send documents for eSignature directly from the dashboard with just a few clicks. The dashboard also allows for easy tracking of sent documents, showing the signing status of each document.
Identity Verification Sync: Our Identity verification product's integration takes compliance a step further. Post verification, Annature updates the client record in XPM, recording verification details and uploading a verification certificate back to the client’s documents section in XPM, ensuring the data is easily accessible and audit-ready.
Enhanced Security and Compliance: The integration ensures that sensitive documents containing financial data or tax file numbers are handled securely, minimising the risk associated with incorrect email addresses or manual data entry errors.
User-Friendly Experience: The integration with XPM is designed to be intuitive and easy to navigate, ensuring a smooth user experience whether you are sending, signing, or managing documents.
Easy Setup and Installation: Getting started is simple. Install the app from the Xero App Store Marketplace, follow the guided setup, and you'll be ready to streamline your document handling processes in no time.
Responsive Customer Support: Our dedicated support team is always ready to assist you in making the most out of the integration. Whether you have a question or need assistance, we’re here to ensure your experience is seamless.
Highly Reviewed and Trusted: With over 100 5-star reviews on the Xero marketplace, Annature stands as the highest reviewed app in the document signing and Identity verification category, a testament to our commitment to delivering a reliable and user-friendly solution.
Annature’s integration with Xero Practice Manager is not just about bringing eSignature and Identity verification capabilities into your workflow; it’s about doing so in a manner that is intuitive, secure, and compliant, aligning with the highest standards of professional and regulatory requirements. Our platform simplifies document handling while enhancing your practice’s operational efficiency and compliance posture.
Getting started
Getting started with Annature is a breeze. Simply install the app from the Xero App Store Marketplace. Upon installation, follow the guided setup to sync your Xero Practice Manager data with Annature. Within minutes, you'll be ready to send, sign, and manage documents securely. Our intuitive dashboard and automatic client information synchronisation streamline your workflow from the get-go. For any assistance, our responsive support team is just a call or an email away, ready to guide you through every step. Welcome to a seamless, secure, and efficient document handling experience with Annature!
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