Class and Xero Practice Manager
The Class integration with Xero Practice Manager takes the pain out of running your wealth accounting business, and allows you to experience the efficiencies of Xero Practice Manager through Class. The integration enables you to save time and keep on track – your client details are always up to date and you have the visibility you need over your SMSF and investment portfolio workflow.
Discover the benefits of using Class with Xero Practice Manager
- Boost workflow management efficiency
- Be confident your records are always up to date
- Synchronise clients records in real-time
- Remove duplication of data entry and save even more time
- Access all the details you need from one place
How Class works with Xero Practice Manager
The Class and Xero integration allows you to seamlessly access client details and open jobs from the Class Dashboard.
You have real time visibility over your tasks, status, work allocation and due dates directly from Class. In Class, you can automatically update Xero Practice Manager, instantly create new clients, and create new jobs in seconds.
Plus you can quickly access Class’ Client View directly from Xero Practice Manager.
What is Xero Practice Manager?
Powerful practice management software that delivers a live, transparent and connected view of what’s important to you and your business.
Connect to your clients: Seamless data sharing between Practice Manager and your client’s accounting system means information is always up to date. And always at your fingertips.
Work smarter: Complete tasks faster, more efficiently and with less stress. Powerful business modules interact, saving time on repetitive tasks and double handling of information.
Manage your information: Don’t wait around for the answers. Find out what you need to know instantly so you can make decisions faster. And work smarter.
Understand your practice: The more visibility you have, the more you’re able to make sure nothing slips through the cracks.
Find out more about or try Xero Practice Manager
How to connect Xero and Class
- Login to Class
- Under Settings select Integration
- Enter in the key generated by Xero and click Save and Sync