Accountants

Future-proof your accounting practice.

Transform your accounting or integrated practice with Xeppo as your technology partner. Simplify, automate, and grow, all from the one platform.

Discover smart solutions to automate data entry, improve efficiencies, and leverage new business from powerful reporting. Gain more visibility over your practice and a competitive edge in the market.

Make an Enquiry

How accounting practices are using Xeppo

Manage client sales leads and opportunities with Xeppo's sales app for financial practices

Single Client View

A unified single client view across your clients for unparalled visibility across the team, all in one platform.

Data Cleansing

Normalise your client data, easily identify and rectify discrepancies immediately.

Data analytics for financial practices to dig into their client data

Data Analytics

Unlock business analytics with powerful data in your accounting practice. Report across your multiple Xero instances like never before!

Opportunity Identification

Uncover cross-divisional revenue opportunities that exists in a multi-disciplinary practice.

Xero Sync

Connect existing platforms such as Xero Practice Manager and WorkflowMax to consolidate data, capture time & unlock powerful reporting insights in Power BI.

Xeppo CRM for financial planning services

Single CRM

Maintain a single point for all clients. Xeppo can sync back to your Xero instances automatically.

What your client data platform includes

Microsoft 365 integrate with Xeppo

MS Azure (Australia)

Open API

Ready-to-go integrations

Data Insights

Xero Sync

Security

Uncover the powerful insights in your client data with Xeppo – the most efficient tech stack addition for accountants. Find out how.

A new and empowered era for your practice

 Save Time

  • Single client entry
  • Automate manual processes
  • Automate document signing & filing

Consistency

  • Monitor compliance
  • Data to support decision making
  • Track revenue
  • Data is hosted in Australian data centres

Leverage

  • Office 365
  • SharePoint
  • Docusign / AdobeSign
  • Power BI

Tech Support

  • Dedicated onboarding consultant
  • Data migration tools
  • E-learning and live webinar training

Innovate

  • More choice
  • Flexibility & freedom to customise
  • Be future ready!
  • Support Centre

We integrate with 35+ connectors and integrations to power up your practice. View them all in our marketplace.

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Simple Fund 360 integrates with Xeppo Financial Planning Software
Accounting software APS integrates with Xeppo, a financial technology software
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Your practice, reimagined!

Easy Onboarding

"The service and support from the team has been great. Responsive and helpful!"

Customise for you

"Xeppo works well - we can build our processes to the level we wish."

Future-proofing your business

"Technology has been at the forefront for our practice and Xeppo was along with us on that journey as well."

What our clients are saying

For a professional services firm to deliver on the client promise, information is key. If you don’t have easily accessible, accurate information you are flying blind. For us it has been like a blindfold has been removed.

Aubrey Roga, Executive Director and Chief Executive Officer
Scholten Collins McKissock

Xeppo has allowed us to generate opportunities across our entire client database to increase the uptake of all services offered by the business.

Ian Bowrey, Chief Financial Officer
My Fortress

Xeppo was one of the biggest changes for us in terms of business efficiency and business profitability, with much better outcomes than our previous CRM system. This has been the most significant outcome for our business

Caitlin-Archard Farry, Operations Manager
Henderson Matusch

The main benefit of implementing Xeppo is understanding what’s happening in our business so we can focus on the day-to-day. Now we’ve got a very good process to give us an overview to see what’s on everyone’s workload. We recommend Xeppo because it’s quite flexible once you understand what it can do.

Mike Jeffs, Senior Adviser & Director
Strategic Wealth

I would recommend Xeppo because it is easy to use and keeps surprising you on how much it can do for your business. Xeppo is recognised as a steady and reliable system that is constantly developing and living up to the vision of achieving goals on their roadmap.

Jasmin Loke, National Compliance, Operations and AFSL Manager
Wealth Market

If you want to look to the future for a fully integrated tech stack that links in to all your other systems to manage your business more efficiently and effectively. You got to use Xeppo, it's as simple as that!

Graeme Hyland, General Manager
TWD

Make an Enquiry

We'd love to help drive your business forward with Xeppo. For more information or to have your questions answered, fill in your details below



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