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.
Plugin Accountant Link is the first-of-its-kind solution that will give you all the tools you need to drive a thriving, future-proof practice through software consolidation, workflow automation and collaborative workspace for both you and your clients. Our subscription service combines the functionality of more than 9 existing pieces of software, connecting your workflow end-to-end from onboarding to advisory.
Feature snapshot:
- Collaborative client workspace
- Account’s client dashboard
- Simple, tailored tax questionnaires
- Fully automated IRD correspondence
- XPM job workflow management
- Live daily tax data from IRD
- Practical advisory tools
- Intelligent team and client notifications
- Integrations with Companies Office, Stats NZ, Xero, IRD, Cloudcheck and more
Visit pluginaccountant.com to book your free demo.
Plugin Accountant Link + Xero
Plugin Accountant Link integrates with XPM to create and update jobs as you progress them through your workflow. Our Companies Office integration creates XPM notifications when company filing is due and links to the Companies Office to file annual returns. Xero ledger connection automatically tailors year-end questionnaires and pulls real-time performance metrics into our collaborative advisory tool.
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 set you up with your own portal and branding so get in touch today.