Integrated practice management and tax: Supercharge your practice with Xero
Streamline your workflow with integrated practice management and tax using the Gatekeeper app. Benefit from automated tax jobs, real-time calculations, and direct SARS submissions.
What is integrated practice management and tax?
Integrated practice management and tax offers a streamlined workflow by connecting Xero and Xero Practice Manager to SARS via the Gatekeeper app. This integration transforms your approach to managing tax and practice workflows, automating routine tasks, saving time and minimising errors.
Automated tax jobs
Jobs are automatically created and updated to align with SARS deadlines. Never miss a deadline again.
Direct SARS submissions
Submit EMP201s and provisional tax returns directly to SARS and automate SARS payments once submitted.
Streamlined workflow
Create tax bills, improve client cash flow, keep control of accounts, and reduce the risk of errors.
Live dashboard
Get a real-time view of job status and deadlines, plus enhance team collaboration and project management.
Simplify provisional tax management
Integrated practice management and tax streamlines managing provisional tax by bringing together SARS, Xero, XPM and payroll (using payroll apps SimplePay or Payspace).
- Automate real-time job management
- Get real-time calculations using live Xero data
The integrated practice management and tax advantage
- All-in-one solution: Reduce software costs and simplify your tech stack
- Xero integration: Leverage your existing Xero data for seamless tax management
- SARS compliance: Stay up-to-date with the latest tax regulations automatically
- Time-saving automation: Focus on advisory services instead of administrative tasks, by streamlining workflows
- Scalability: Increase practice profitability without proportionally increasing administrative overhead
Integrated practice management and tax has simplified the process, reducing errors and ensuring compliance, ultimately saving us countless hours that would otherwise be spent on manual checks and corrections.
Is integrated practice management and tax right for you?
Integrated practice management and tax is designed for Xero customers with three or more staff, looking to streamline their time tracking, billing, and tax responsibilities. It's not just a workflow, it's your partner in practice excellence.
Integrated practice management and tax has had an immense impact on our practice. We never really were able to track accurately our time spent, but now we’re able to accurately calculate how much each task costs, and bill accordingly.
Frequently asked questions
Integrated practice management and tax works hand in hand with your Xero account. It taps into your real-time financial data, automating those pesky tax-related tasks. No need for double entry or shuffling data around; integrated practice management and tax simply enhances what you're already doing in Xero, making tax management a breeze.
Integrated practice management and tax works hand in hand with your Xero account. It taps into your real-time financial data, automating those pesky tax-related tasks. No need for double entry or shuffling data around; integrated practice management and tax simply enhances what you're already doing in Xero, making tax management a breeze.
While every practice is unique, our users are finding hours freed up each week. Think about it: a live dashboard for your team, real-time calculations, direct SARS submissions, automated payment tracking, and to top it off, no more manual job creation. That's a lot of time back in your day for the work that really matters: helping your clients succeed.
While every practice is unique, our users are finding hours freed up each week. Think about it: a live dashboard for your team, real-time calculations, direct SARS submissions, automated payment tracking, and to top it off, no more manual job creation. That's a lot of time back in your day for the work that really matters: helping your clients succeed.
We take your data security as seriously as you do. Integrated practice management and tax uses top-notch encryption to keep your data safe, whether it's moving around or sitting still. It's part of the Xero family, so it follows our strict security standards - think regular security check-ups, multi-factor authentication, and tight access controls. Your client data stays snug in your Xero account, with Gatekeeper only accessing what they need.
We take your data security as seriously as you do. Integrated practice management and tax uses top-notch encryption to keep your data safe, whether it's moving around or sitting still. It's part of the Xero family, so it follows our strict security standards - think regular security check-ups, multi-factor authentication, and tight access controls. Your client data stays snug in your Xero account, with Gatekeeper only accessing what they need.
Ready to transform your practice?
Don't let manual processes hold you back, and embrace the future of integrated practice management and tax. Connect with your account manager today to turn tax management into your competitive advantage. Your Xero account manager can help you:
- understand how integrated practice management and tax fits your current setup
- customise integrated practice management and tax to your unique needs
- plan a smooth transition for your team
- maximise integrated practice management and tax features for your workflow
Integrated practice management and tax webinars
You can also register for one of our upcoming webinars to learn more about the many benefits of integrated practice management and tax:
- 17 June 2025: 10am – 11am SAST
- 8 July 2025: 10am – 11am SAST
- 5 August 2025: 10am – 11am SAST
- 9 September 2025: 10am – 11am SAST
Great way of just once again embracing the SARS focus on digitising tax!
Not yet a Xero partner? Join the partner programme to use integrated practice management and tax