Document Automation

Future-proof your document system.

Send, sign and store documents, automatically.

Waste no more time searching, sending, chasing signatures, and storing your documents. Level up your document storage solution with the SharePoint and FormStack integrations. Increase security, fulfill obligations, and dedicate more time with your clients.

Simplify and optimise your workflow, simultaneously.

Make efficiency your edge. Be audit ready.

Never double-handle or hunt for documents again. Upgrade to the most intelligent document management system that reduces your workload. A single source of truth for your most important data and files. Impress your clients with the consistency and quality of your communications. At every touchpoint.

Implement a document storage system designed specifically for optimising financial services and accounting practices.

SharePoint integration

Centralise important documents, increase your workflow efficiency, and manage KPIs. With Xeppo’s SharePoint integration, you can store files in your library. Track a client’s document journey. Control who accesses documents, and how. Free from time-consuming headaches and discrepencies.

Digital signature to save you time!

Clients expect a quick and easy process. Leverage digital signatures to automate this critical workflow. The FormStack integration makes this possible. Protect sensitive information and time – both yours and your clients.

Future-proof your practice

Setup automated efficiencies that open up time in your day. Deliver a powerful customer experience to better position your practice. Liberate yourself from the stressors of outdated processes with the three-prong document production and signing automation. Never manually enter data in multiple places again. Operate with confidence, with your administration under control.

Send, sign, and store your files within a specific client record, in just a couple of clicks!

Elevate your practice with document automation

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice with a smarter document automation system.  

For existing Practices, find out how to implement the Document Automation feature by emailing

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

Make an Enquiry

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