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LightYear Docs announces new integration with Xero Practice Manager

By Miranda Brownlee
08 September 2022 — 1 minute read

SMSF document provider LightYear Docs has collaborated with Xero to develop a new integration that seamlessly pulls data from user accounts into documents.

LightYear Docs announced a new integration with Xero Practice Manager at Xerocon Sydney this week.

The new integration pulls data from a user’s XPM account into any of the 200 documents on the LightYear Docs platform.

LightYear Docs director Ashleigh Jaremyn said that all new and existing sets can setup their integration from today.

“This has been on the back of over three months of beta testing with LightYear Docs users who volunteered their time to provide constructive feedback to perfect the integration and data workflows,” said Ms Jaremyn.

After revamping the platform and brand in 2021, Mr Jaremyn said this is the first major release for LightYear Docs with more planned before the end of 2022.

LightYear Docs is now a Xero-certified app and is available on the Xero App Store, she added.

This follows the recent released of LightYear Docs’ human resources suite of documents incorporating employment agreements through to workplace policies, procedures, and maintenance of employment.

LightYear Docs director Michael Jeffries said We Love Group will also soon be launching a new customer application, a B2B product aimed at accountants and advisers and covering outsourcing of SMSF compliance, commercial legal, lending, accounting, employee share plans, and more.

LightYear Docs announces new integration with Xero Practice Manager
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Miranda Brownlee

Miranda Brownlee

Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.

Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates.
Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.

You can email Miranda on: miranda.brownlee@momentummedia.com.au

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