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


If your practice uses esignature tool DocuSign, you can integrate your electronic signature process with Xeppo’s Document Automation process to send, sign and store your client documents automatically for a … Continued

More Info

Xeppo supports the ability to integrate the core capabilities of cashflow management software Moneysoft within the Xeppo ecosystem. Both practice user and client can share, add and maintain data sourced … Continued

More Info