Explore the features of Annature's integration with Xero Practice Manager.
Xero Practice Manager is a robust practice management software specifically designed to meet the unique needs of accounting and bookkeeping firms. It helps streamline job management, track time and billing, and optimise workflow processes, ensuring accountants can focus on delivering high-quality services to their clients.
This integration allows users to view and manage envelopes and identity verifications directly from the dashboard. A new dashboard within Annature provides a full list of your Xero Practice Manager clients, making it easier to keep track of all your client relationships in one place. You can effortlessly view any envelopes that have been sent to a contact historically, providing a clear and concise history of document exchanges.
Creating envelopes and identity verifications for Xero Practice Manager clients is straightforward with the integration. From the Xero Practice Manager integration page, users can select a client and click Create envelope or Create verification. This process automatically populates the recipient details with the selected Xero Practice Manager client's information.
Annature's integration with Xero Practice Manager simplifies client management by automating the syncing of client data, envelopes, and identity verifications.