NowInfinity
NowInfinity is an all encompassing entity management platform for accountants, financial advisors and bookkeepers across Australia and New Zealand. With 80+ legal document templates at your fingertips as well as a corporate compliance and trust management platform.
NowInfinity + Xero
The NowInfinity platform integrates effortlessly with XPM so that you can easily work across both platforms and minimise your time spent on completing related tasks. This means, updating client records, synchronizing job tasks and saved documents generated in XPM.
The NowInfinity and Xero HQ partnership redefines the way you create, collaborate and manage your client’s entities. Optimise your workflows – data transfer, documentation, client activity, notifications, lodgements and filing – so that you can work more efficiently and grow your business. Important events such as payment deadlines, document signing, data discrepancies in NowInfinity show up seamlessly in your Xero HQ activity feed. You won’t miss a beat and will always be one step ahead of your compliance work.
Getting started
If you are already a member of NowInfinity simply head to your settings to enable your integration with XPM and Xero HQ.
If you are not a member of NowInfinity please give us a call on 07 5554 5398 to discuss how you can begin to utilise our integration.
NowInfinity + Xero HQ
The NowInfinity and Xero HQ partnership redefines the way you create, collaborate and manage your client’s entities. Optimise your workflows – data transfer, documentation, client activity, notifications, lodgements and filing – so that you can work more efficiently and grow your business. Important events such as payment deadlines, document signing, data discrepancies in NowInfinity show up seamlessly in your Xero HQ activity feed. You won’t miss a beat and will always be one step ahead with your compliance work.
Getting started
To connect your NowInfinity account with Xero HQ:
Go to Menu>Portal Settings>Xero HQ.
Select the Connect button to connect with Xero HQ button.
When you’re redirected to Xero HQ, select Allow access.
