Connect Practice Ignition and Xero
Streamline your engagements.
Create your fixed price service plans, additional services and addons you wish to offer your clients and create your client engagement in 2 minutes flat.
Connect your systems.
Link acceptance of your engagements to creation of clients and jobs WorkflowMax and sync your invoices in Xero with your current client engagement.
Involve your clients.
For the first time ever clients have visibility in their relationship with their accountant. Invite your clients it to see read only view of their jobs, upload documents and change their contact details.
What is Xero?
Connecting Practice Ignition to Xero and WorkflowMax
Instructions to integrate Practice Ignition into Xero.
On signing up to Practice Ignition you will be prompted to connect to your practice’s Xero account prior to having access to our software.
Connect to Xero
As you’re used to seeing, you just enter your username and password for each application once and hit authorise for the correct entity in Xero.
You will be able to re-sync the connection to your practice’s Xero subscription from the settings menu at any time manually.
Connect to WorkflowMax
You will be prompted to login to WorkflowMax in the same manner as you’re used to seeing with Xero and Authorise your practice connection.
Engage your clients now
Voila! You’re now connected and ready to engage, commence jobs, tie invoicing to your engagements and wow your clients with their own document portal, drag n drop of documents and transparency of the status of their jobs and engagements.
Say goodbye to questions like “when are my tax returns due?”, “can I please have a copy of prior accounts and retuns?” and “when will my job be completed”.
Start building your scalable practice and reduce your need for administration overheads now.