These licensing packs provide the core elements of Xeppo, including connectors and access to the Portal.


$0 Setup fees on min. 12 month term *

Starter Pack Standard Pack Professional Pack Premium Pack
Monthly licensing fee (ex GST) $495 $995 $2295 $3495
User Logins: 5 10 50 100
Connectors: 3 5 7 10
Service Availability Guarantee Yes Yes
Data Sync $295/mo $295/mo $295/mo $295/mo
Additional Users $50/user $40/user $35/user $30/user

Xeppo + CRM

Sales App

Marketing App

Activities App

Starter + CRM Standard + CRM Professional + CRM Premium + CRM
Monthly licensing fee (ex GST) $595 $1195 $2995 $4495
Additional Users $70/user $60/user $50/user $40/user

Additional Connectors

$100 / connector per each direction.
Excess clients $0.02 / client / month / direction

Document Storage

5 gigabytes of document storage included.
$20 per month for each additional 5 gigabytes

Setup Fees (no contract)

Site Creation: $2,950
On-Premise connectors: $995 each

* Consulting Services for training and implementation assistance apply

Standard Xeppo Licensing packs include:


  • Cloud hosting and infrastructure (all Australian based)
  • 5000 clients per each Application Connector (see Connector Allowances for more detail)
  • Practice specific colour theme and logo
  • Auto matching and grouping
  • Security and audit
  • User and Teams
  • Xeppo Portal logins
  • Integrated view of groups and clients
  • Searching & Reporting
  • Tags
  • Data Discrepancies
  • Rankings App
  • Documents App
  • Admin capabilities
  • Xeppo Online Knowledge Portal
  • Helpdesk Phone support
  • Free client logins

Standard + CRM Licensing Packs

  • Leads and Opportunity management  (Sales App)
  • MailChimp integration (Marketing App)
  • Activities & Tasks (Activities App)

Resources Library As part of any subscription you also get unlimited acccess to our online Support and Knowledge portal which contains articles and videos on how to make the most of Xeppo Core Features and Apps.



User Logins

All packs allow for a minimum number of staff logins. Client logins are free. Additional logins are charged as follows:



Xeppo + CRM 

Starter Pack

$50 / mo

$70 /mo


$40 / mo

$60 /mo


$35 / mo

$50 / mo


$30 / mo

$40 / mo

Staff logins can be either Practice or Practice Admin. Practice Admin type logins have comprehensive privileges including administration and full access rights. Practice type logins are as per security privileges allocated.

Additional Connectors

If you require additional Connectors beyond what is allowed for in your Xeppo Licensing Pack, each additional connector is a minimum monthly fee of $100. This includes up to 5000 clients processed and stored per connector. Connector Allowance Clients are defined by Xeppo as individuals, companies, trusts, partnerships, super funds, etc. These may be defined as Entities, Contacts or Clients in your source systems. 5000 Clients per connector are allowed for in your standard Licensing packs. Additional Clients are charged at $0.02 per additional Client per month above the allowance. This fee covers security, infrastructure, maintenance and regular processing of the connector. Spare Connectors If you do not use all the Connectors allowed for in your Xeppo licensing pack, these may be allocated to connectors where you have exceeded your 5000 client allowance.

Documents App

All licensing packs include 5 gigabytes of storage for documents wherever it is supported within Xeppo Core and Apps. Additional Storage $20 per month for each additional 5 gigabytes.

Xeppo help desk relates to standard product support calls and does not extend to training or professional services. Xeppo reserves the right to charge for excessive help desk usage.




Service Availability Target

We aim to have no less than 99.9% up time each month.

Service Availability Guarantee

We guarantee a minimum up time of 99.5% for products with a Service Guarantee. Refer to Cloud Hosting Agreement for more details.

Data Centres

Located in Australia. 

High Availability

Xeppo is a high availability service including redundant servers, drives, power supply and a secondary data centre.

Disaster Recovery

Backups are carried out nightly as well as a formal Disaster Recovery plan


Data centre is restricted access.

 Regular security scans are carried out on Xeppo software and hardware.

 Xeppo observes Data Breach obligations.

 All user actions are logged and available to your Xeppo Administrators.


Data is encrypted at rest and in transit.

 Note: Documents stored in the Documents App are not encrypted at rest.

Privacy Policy

Refer to our privacy policy at

Data ownership

All data provided by your Business remains your property and is destroyed upon termination of agreements and/or upon your request.



  • Reckon APS
  • Xero Practice Manager (WorkflowMax)

Financial Planning

  • MidWinter
  • Coin


  • Class
  • BGL SimpleFund 360

Cloud Accounting & Personal Banking

  • Xero
  • MYOB AccountRight
  • MYOB Essentials
  • Moneysoft

Commission Processing Systems

  • CommPay
  • Revex
  • WorkSorted

Finance & General Broking

  • AFG
  • Connective
  • Podium
  • WinBeat

Custom or New Connectors We can also prepare custom connectors upon request.

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