Powered by MOMENTUM MEDIA
subscribe to our newsletter

SMSF service providers lock in partnerships with Xero

Handshake
Reporter
13 September 2017 — 1 minute read

Accounting software provider Xero has announced a series of partnerships and new initiatives, including with SMSF document provider NowInfinity and SMSF software company BGL.

Speaking at Xero’s annual Asia-Pacific region conference Xerocon in Melbourne, Xero’s chief partner officer Anna Curzon said that the nine integrated apps were selected in response to findings from a survey of 2,000 accountants and bookkeepers.

One of the app partnerships is with online legal document and corporate compliance platform, NowInfinity, which aims to simplify corporate and trust compliance processes.

Advertisement
Advertisement

The NowInfinity partnership will provide the Xero HQ hub with an intelligent interface that streamlines corporate compliance alerts, legal document creation and manages data integrity actions.

Some features of the collaboration between Xero HQ and NowInfinity include single processing of ASIC company formation through to client creation and simultaneously establishing a Xero org. NowInfinity’s data integrity solution also reduces human error and enables data validation, notification and action to resolve.

For BGL, managing director Ron Lesh said its latest integration with Xero will enable users to automatically synchronise contacts in Simple Fund 360 and CAS 360 with Clients in Xero Practice Manager.

“This integration means any change made to client details in Xero Practice Manager automatically updates the CAS 360 and Simple Fund 360 database. And in CAS 360, the user is prompted to prepare all the relevant ASIC compliance documents,” said Mr Lesh.

“Furthermore, if contact details are changed in either Simple Fund 360 or CAS 360, this change is automatically updated in Xero Practice Manager.”

BGL, Mr Lesh said, is working to add further integration with Xero Tasks and Xero HQ which will be released to clients in coming months.

SMSF service providers lock in partnerships with Xero
handshake business
smsfadviser logo

Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Earn up to 21 CPD hours, and learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Learn more

join the discussion

Latest poll

Do you have clients that are aged 65 or 66 planning to trigger the bring forward rules?

SUBSCRIBE TO THE
SMSF ADVISER BULLETIN

Get the latest news and opinions delivered to your inbox each morning

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.