The Gap

The Gap

Practice Manager , Accounting

Market, sell & deliver systemised Business Development services to clients. Build proposals and plans effortlessly. Expand revenues beyond compliance.

Market, sell & deliver systemised Business Development services to clients. Build proposals and plans effortlessly. Expand revenues beyond compliance.

View integration details

About The Gap

The Gap portal provides end-to-end systemised Business Advisory services that SMB clients love and accounting and bookkeeping firms can monetise.
Not just a cloud based portal with exceptional content; The Gap provides multiple education streams and resources to empower its members to help their clients achieve financial, mind and time freedom.
From Business Planning to KPI Improvement Coaching (there are 17 distinct services and growing!), each service has a clear process flowchart and the content you need to efficiently market, sell and deliver.
If you want to expand your firm’s revenues beyond compliance, build enduring client relationships, attract young guns to your business and leverage your time better, you should join The Gap.

Explore all Features of The Gap

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.

Explore how to setup The Gap

Summary


Added on

08/09/2017

Integration details


Xero

Countries

New Zealand, Australia

Languages

English

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