Topdocs announces end-to-end integration with Xero Practice Manager

From

Michael Spakman

Legal document provider Topdocs has announced the release of its new integration with Xero Practice Manager (XPM) which enables users to enjoy seamless data sharing between the two platforms.

The new integration gives users the ability to have their new companies, trusts and SMSFs automatically created in XPM when the establishment documents are ordered from Topdocs, greatly reducing admin time.

Then, following the set up of these structures, users can utilise the data in their XPM account to order supplemental documents such as changes of trustee or deed updates in the future.

Speaking of the integration, Topdocs director Michael Spakman said it’s all about improving efficiency:

“Our goal is to continue to create time efficient ways for financial advisors to create new structures for their clients. By providing advisors with the option to automatically have their structure set up in their respective accounting, or in this case, practice management software, we can remove a great deal of time wastage in the industry.”

Last week Topdocs also released a new integration with BGL’s cloud company compliance software CAS 360 which enables users to have their new companies set up directly in CAS 360 when the company is registered through Topdocs.

Topdocs will be demonstrating their range of software integrations at the SMSF Association National Conference 2018 held in Sydney from 14-16 February.

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