Integrate Pro Series tax software as an Add-on
Xero in US. Most of my bookkeeping and accounting clients want me assist in doing their business and personal tax returns, I do so by gathering and ensuring all docs are accurate and included. I have been partnering with a licensed tax preparer for 10 years, successfully. For reasons, I am now looking to move to a new preparer. I have found one I have worked with for several years. I introduced her to Xero some time ago, as she uses QBO, and doesn't care for it. However, QBO integrates with Pro Series tax software, a big plus. Xero doesn't integrate with any tax software, and I think Xero should developing this option
David Goldstein
shared this idea
Hi David, thanks for sharing this idea!
Xero has an open API so anyone can develop an integration for it, without providing us with supporting documentation.
As this is the case, we'd recommend reaching out directly to the software provider themselves, to suggest they build a Xero integration.