Practice Tools

AccountKit is the cloud accountant's essential toolkit. It streamlines and bring visibility to administration, compliance and consulting functions within practices by integrating with Xero Practice Manager, Xero, NowInfinity, SuiteFiles, Dropbox and more. Just Some of the feature highlights include the Client Map Tool, Inter-Entity Loan Reconciliation Tool and Equipment Finance Tools.

Smart auto-generated reports with your branding & logo for Annual Tax Summary (with ATO Benchmarking), Business Structure Advice + Tax Planning. Instant Trust Resolutions & Dividend Statements. Award winning letters, workpapers & Terms of Engagement content. Structure Diagrams generated from XPM in 5 seconds. ChangeGPS – the winning choice for Accountants!

Proposal to paid in one place. With Practice Ignition you can remove the friction by sending your clients a single smart proposal they can read, sign and make a payment on in one sitting. Now, you can close deals faster, automate your onboarding and eliminate debtors. Never chase a payment again with upfront billing via Direct Debit or credit card. Automatically reconcile invoices in Xero, and gain insight into your firm's profitability with our business intelligence dashboard.

Class offers software solutions for the administration of both SMSF and non-super investment portfolios, creating a collaborative environment for accountants and planners to drive higher levels of efficiency and better outcomes for clients. Class Super is Australia’s leading SMSF administration software. Class Portfolio is an award-winning administration and reporting solution for companies, trusts and individuals.

SuiteFiles provides cloud based document management that makes it easy for you to manage, edit, share and sign files. Built with accountants in mind, SuiteFiles helps make practices more efficient and life simpler through automation of manual tasks and powerful integrations with Xero and Office365.

NowInfinity makes it simple. Now in one platform you can create entities, collaborate with other platforms and manage your client’s entities with ease. The NowInfinity platform features tools which will assist you in optimizing your workflows giving you the ability to grow and strengthen your business.

MyWorkpapers is a knowledge distribution and workflow execution platform, centerd around best practice ‘workpapers’ and client engagement files. It can be used for any engagement, as it is complete with checklists, workflows, tasks and a library of integrated excel documents with Office Online, also for any period – monthly, quarterly, year-end and audits of all types. Our content is flexible, to work the way, accountants work.

Flexible, integrated cloud practice management for progressive accounting firms. GreatSoft is a scalable Cloud Practice Management solution for growing multi-partner, multi-office, multi-entity firms, and is trusted by over 1000 firms in 19 countries. GreatSoft gives practices the platform, freedom and flexibility to create a truly integrated cloud practice ecosystem to build a 360° view of the client and a single source of truth.

Nimbus is a cutting-edge Cloud Document Management (CDM) system with integrated Client Portal and Digital Document Signing – Your all-in-one solution to securely store, edit, sign and share documents with your clients. Nimbus offers integration to many common Practice Management systems such as Xero Practice Manager.

BGL is Australia’s leading developer of cloud SMSF administration and ASIC corporate compliance software solutions. With sophisticated data matching, highly intelligent corporate actions, big data, artificial intelligence and much more, Simple Fund 360 is the preferred SMSF admin solution of over 4,500 firms, while CAS 360 is the preferred ASIC compliance solution of almost 1,200 firms.

Business Sorter provides accountants and business advisors with a simple, easy to use tool for more in-depth conversations with their clients. Business Sorter focuses clients attention on the things they need to work on now, and helps advisors work with them to identify their top priorities, and work for the advisor to deliver. The plan is ‘live’, to view anytime, anywhere, on any device. 

FYI is a new breed of document management and process automation for accountants in practice. Built for Xero practices, FYI automates repetitive, time-consuming tasks with improved accuracy. We’re on a mission to liberate accountants by halving the time spent on compliance through automation.

Luca is an advanced E-Invoicing Platform that makes transactions simpler, faster and smarter. It saves time and cost, reduces human error and make financial data more accountable. Luca, your single source of truth for every financial transaction.

SuperConcepts provides administration, software and education services to the SMSF market. With more than 30 years of experience and a team of Australia’s leading technical experts, no matter what kind of SMSF business you want to be, SuperConcepts can help you get there.

Wolters Kluwer is a global provider of professional information, software solutions, and services for accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors. Our range of expert solutions combine deep domain knowledge with advanced technology and services to deliver better outcomes, analytics, and improved productivity for our customers.

Everperform puts performance on autopilot for SMEs by simplifying the process of collating and analyzing your employee data by centralizing it in one place. It tracks performance metrics that are important to you, on a cycle, allowing leaders to have meaningful conversations with their people that maximize performance.

Xeppo is a data integration tool that gives you a single view of your clients across multiple instances of Xero products and other core systems. Xeppo is great for practices running multiple instances of Xero as it allows you to consolidate clients data into one view. This extends to Financial Planning, Lending, SMSF and more.

Easy, efficient expense claims for small businesses, their employees and advisors.
- Go paperless and submit with just a photo.
- Reduce admin costs and double handling.
- Better manage cash flow with real time visibility.
- Make informed decisions with reporting and analytics.

Whether you’re planning projects, capturing time and costs, sending quotes and invoices, or monitoring progress, the right job management software is essential. No matter your business size or industry, Xero has you covered with Xero Projects and WorkflowMax.

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