Overview
Intelligent, connected practice management. Plugin Accountant Link is the software solution set to cut your admin time by 90% and revolutionise your practice for your team and clients alike. Read, triage and notify clients automatically – all from our IRD and ATO integrated inbox.
Feature snapshot:
- Automated collection, reading, sending and archiving of tax office comms for clients and staff
- Customisable logic rules to decide where each letter type goes
- Craft personalised, branded emails using editable templates
- Import information seamlessly through our Tax Office and XPM integrations
Plugin Accountant Link + Xero
Plugin Accountant Link integrates with XPM to internally link up your client data with that from the tax office.
Plugin Accountant Link + Xero
Plugin Accountant Link integrates with XPM and takes care of your job workflow within Xero Practice Manager. Jobs will be created for your clients and updated as you progress with different client-related tasks including End of Year financial accounts, GST and consulting jobs.
Plugin Accountant Link integrates with your client's Xero file to auto-answer questions relating to bank accounts, asset register and more.
Our collaborative advisory tool, Wealth IQ, also uses client's Xero file and pulls key metrics to show how their business is performing.
Getting started
We can help you get set up. Get in touch today!
