You're already on XPM. Now get proposals with e-signatures, a client document portal, connected time tracking, and live job management - all in one place, all synced to Xero.
No credit card required · No migration from XPM
The Problem
Every accounting firm on Xero Practice Manager hits the same five walls. These aren't edge cases, they're daily frustrations your whole team feels.
Engagement letters still go out as Word attachments. Signatures happen on paper or through a separate tool you pay extra for every month.
69% of accountants say they waste too much time gathering documents from clients. Email requests get missed, files come back wrong, and the same follow-up loop repeats on every single job.
XPM has no live timer, every entry is manual. And turning logged time into a clean, accurate invoice still takes too many steps. WIP stays messy and billable hours slip through.
Partners and managers can't see who's overloaded, what's overdue, and where the bottlenecks are - not without pulling reports manually.
Getting a new client set up - scope agreed, engagement letter signed, documents collected - still happens across emails, Word docs, and phone calls. No structured, repeatable process in sight.
The Solution
Connects directly to your existing XPM. Your clients, jobs and data stay in Xero. Practis Manager adds everything XPM was never built to do.
Build and send professional engagement proposals in minutes. Clients review, sign digitally, and you're done - no paper, no separate subscription, no chasing.
Replaces IgnitionSend clients a secure link. They upload documents directly - no login required, no email chains. You're notified the moment each file arrives.
No client login neededLog time against tasks with a timer or manual entry. Convert billable time into a Xero invoice in one click. WIP stays accurate automatically.
Pushes to XeroEvery job, every client, every staff member - one screen. See what's overdue and who needs attention before it becomes a problem.
Real-time visibilityFrom first engagement to signed letter to documents collected, every step is tracked, templated, and repeatable. No more onboarding from memory or scattered emails.
Consistent every timeHow It Works
No migration. No rebuilding anything. Your existing XPM subscription stays exactly as it is.
Sign in and link your existing Xero Practice Manager account. One authorisation, nothing to migrate.
Run a full sync. Your clients, jobs, contacts and staff import automatically. Your team starts with everything already there.
Assign jobs, send proposals, request documents, track time - everything your team needed XPM to do.
We're opening early access to a small group of Australian accounting firms on XPM. Free for 3 months in exchange for honest feedback.
No credit card. No commitment. Just early access to a better way to run your practice.
Prefer to talk first?
Book a 15-min chatTalk directly with the founder. No sales pitch, just an honest conversation.