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For accountants & bookkeepers: Xero Practice Manager

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XPM - Add a new Client Information link

Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors

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Simone Pavitt shared this idea  ·   ·  Report…  ·  Admin →
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  • Simone Pavitt commented  ·   ·  Report

    with all the compliance issues these days, this is such a great idea!

  • Brian Koehler commented  ·   ·  Report

    Some sort of link for each partner so we can have clients sign up with us directly from our website. Alot of my clients sign up for all my services from a link on a website. This would be very beneficial in my opinion. See this one for example with zoho books.