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Integrations

Integrations

Set up our Xero Integrations to pre-populate your templates and link your client data

Xero Practice Manager Integration

Setting up the Xero Practice Manager Integration

Using the Xero Practice Manager and SuiteFiles Integration

Xero Merge Fields for Templates

Recommended Folder Structure When Using Xero Practice Manager

WorkflowMax Integration

Setting up the WorkflowMax integration

Using the WorkflowMax and SuiteFiles Integration

Xero Tax Integration

Setting up the Xero Tax integration

Printing Tax Returns to SuiteFiles

Xero HQ Integration

Setting up Xero HQ Integration

Xero Workpapers Integration

Download workpapers from Xero to SuiteFiles