Start with your existing clients
Bring your XPM client information into AccountKit as the starting point for client groups, tools and practice work.
AccountKit + Xero Practice Manager
Keep your client details connected to the work
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Xero Practice ManagerXeroConnected to your practice
- 01Connect your XPM practice
- 02Bring in the client information
- 03Open the client’s work in AccountKit
What connects
What you can do with Xero Practice Manager
Keep the record consistent
Client information can pass between AccountKit and XPM, reducing separate maintenance. Time syncs to XPM; AccountKit jobs do not.
Give the client record more context
Use AccountKit to bring the related schedules, documents and correspondence around the clients your firm already works with.
In practice
Bring an existing client into the wider practice view
Start from the client information your firm maintains in XPM, then use AccountKit to organise the work and supporting records around it.
A Xero Practice Manager workflow
- 01Connect your XPM practice
- 02Bring in the client information
- 03Open the client’s work in AccountKit
Your existing software, connected to the client work.
Connection setup
Bring Xero Practice Manager into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Xero Practice Manager access
Have the person who manages your Xero Practice Manager account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Xero Practice Manager to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Does this replace Xero Practice Manager?
No. The connection lets your firm continue using XPM alongside AccountKit. Client details and time can sync, but AccountKit jobs stay in AccountKit.
Can we see Xero Practice Manager with AccountKit before deciding?
Book an AccountKit demo and mention Xero Practice Manager. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Xero
Xero
Bring Xero balances into AccountKit’s accounting tools and post supported journals back, so your schedules and ledger work stay connected.
Explore integration - Documents
FYI
Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.
Explore integration - Email
Microsoft 365
Capture Outlook correspondence in AccountKit and send email using your own account, keeping conversations connected to the client and client group.
Explore integration
Your practice + Xero Practice Manager
See how Xero Practice Manager fits your firm’s work.
Bring your Xero Practice Manager setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
