Client Forms
C
Customisable, shareable new client forms integrated directly to your Xero Practice Manager account.
eliminate double handling of client data
Customisable, shareable new client forms integrated directly to your Xero Practice Manager account.
eliminate double handling of client data
Share forms with your clients that push data directly to Xero Practice Manager. No re-entry or manual new client forms.
Create additional controls at your firm that allow you to review and approve changes to client records.
Manage your client database changes in Xero Practice Manager with full audit trail tracking.