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Annature

By Annature
4.99 out of 5 stars
Free trial available
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Integrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
Rated
5.0
out of 5
Reviewed by
187
Xero users
Try this app
Free trial
available
Listed for
2 years
March 2021

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.

Reviews & ratings

5.0 out of 5 stars
187 Reviews

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Most recent reviews

AZ
Amy Zhang
Posted 23 Feb 2024
5 out of 5 stars

Easy to setup and use

Annature is easy to setup and use
JG
Jenny Gordon
Posted 18 Feb 2024
5 out of 5 stars

Easy/Convenient/Cost Effective

Very Happy. Seamless, easy process to arrange electronic signatures. Billed per doc vs a subscription which works with my business model. Australia company and I get QANTAS frequent flyer points. Give these guys a go- I converted from a big US brand and haven't looked back!
BH
Baqir Hussain
Posted 16 Feb 2024
5 out of 5 stars

Good experience

Annature is an easy to use tool and I have had good experience with it.

Additional info

Shared data

Xero
Annature
Contactsshared from Xero to Annature

Functions

Accountant toolsDocuments

Industries

AccountingProperty and realty

App details

By Annature
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@annature.com.au

Contact

1300 031 065

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Try Annature for free

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