Integrations

Xeppo pulls together client information from a wide range of applications.

WorkflowMax

Connect WorkflowMax with Xeppo to streamline your workflow – you will enjoy everything you need to maximise your business performance. Data entered into WorkflowMax flows seamlessly into Xeppo to save … Continued

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Xero Tax

Create a seamless client experience by connecting Xero Tax (for individual or company) with Xeppo to ensure data integrity, be a single source of truth for data entry and enable … Continued

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Xero (Practice Manager)

Easily manage your accounting practice’s data with Xero Practice Manager and Xeppo’s integration to further increase efficiency in workflow processes and managing client relationships all within a cloud based system.

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Xero (Client)

Xeppo connects with Xero (client) online accounting software to bring client data together in a single view that is up-to-date and provides a deeper understanding of your client by seeing … Continued

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Xero (Practice)

Easily manage client relationships and drive business opportunities with Xeppo and users of Xero Practice for accountants and bookkeepers Xeppo can push data from Xero to Xeppo’s sales and marketing apps … Continued

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MYOB AE/AO

Xeppo’s integration with MYOB (AE and AO) provides a connection with your client instances to create efficiencies to save you time and money. Get a real-time view of your client … Continued

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MYOB AccountRight

Xeppo’s connectivity with software AccountRight will provide a straightforward and streamlined process to better manage clients process and project types for greater efficiency.

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CCH iFirm

Connect your CCH iFirm’s platform with Xeppo to enable a consolidated view of your client data in a single view and unlock the power of big data, drive client relationships … Continued

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Handisoft

Xeppo integrates with Sage HandiSoft to enable the capability to pull and consolidate data from different groups in accounting practices as well as wealth management, mortgage broking, and SMSF into … Continued

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MYOB Essentials

Connect your online accounting client data from MYOB Essentials with Xeppo to easily integrate data sources within a cloud-based system to streamline data management and integrated CRM.

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APS

Xeppo’s integration with Reckon APS will provide consolidated access to multiple client databases into one view and act as a single source of truth all managed within the CRM.

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