Resource Library

Training to get the most out of your client data.

Easy-to-follow training resources & Best Practice Toolkits at your fingertips

Get stuck into Xeppo straight away with a wide range of content in the Resource Library to help you get the most out of your client data – immediately!

Gain insights into our Best Practice Toolkits to get you achieving results quickly and within the financial planning and accounting industry standards.

Confidence implementing Xeppo

Gain confidence using Xeppo and leveraging data insights, with the broad range of content in the Resource Library. Tailor and optimise training to suit your practice’s needs and goals.

Tap into easy-to-use digital processes across divisional and whole-of-business. Achieve quicker results and outcomes with our Best Practice Toolkit.

Ready-made templates

Not sure where to start with improving your current business processes? Access our library of coded document and email templates to drive efficiency gains across your Practice. Unlock advance coding and formatting capabilities so you don’t waste unnecessary costs, save time, and increase efficiency.

Support Centre

From onboarding to ongoing resources, a dedicated Xeppo Training Consultant will provide you guidance to start your journey and continually update you on latest developments and custom queries. Xeppo’s Support Centre is regularly updated with latest release notes and easily lodge a support ticket should any concerns arise for a swift response and never get lost in the process.

Best Practice Toolkits

Daunted by the task of creating your own processes? The Best Practice Toolkits is an out-of-the-box solution designed to create best practices use of Xeppo. Access project templates with common processes and workflows, coded documents/emails, document automation triggers, document folder structures and activity category and subcategories.

Exclusive access to all Xeppo resources

Onboarding is easy with Xeppo! Let us fast-track your practice to greater business efficiency today, why not book in for a chat and guided tour?

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

Book a free Xeppo demonstration

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