Overview
Easily market, sell and deliver advisory. Our rich content platform is functional and foolproof. We cover the advisory spectrum, from starting out, to succession planning, and everything in between. With 17 systemised advisory services, 25 client event kits, 300+ marketing assets, a pricing and proposal engine, and world class education, you have everything you need to start your advisory journey.
Start your 30-day free trial or book a demo with a human being today.
The Gap + Xero
The Gap connects with Xero, capturing client contact information to produce seamless proposals, minutes, plans and other resources in order to deliver the various Gap value add services.
By default, the contact flagged as the primary contact is synced from XPM to The Gap Portal. If no primary contact is selected in XPM, the first contact alphabetically will sync.
Getting started
It’s easy, pushing the sync button in The Gap Portal will redirect you to your Xero Practice Manager login screen. After entering your XPM credentials you’ll be asked to authorise The Gap before being redirected back to The Gap Portal. Following this, The Gap Portal syncs automatically with XPM twice daily.
Reviews & ratings
Sort and filter
Most recent reviews
SALove The Gap
SHWill transform your Firm
AF