Xero Practice Manager client sync
Import, add, update and merge clients with Xero Practice Manager, compare records, sync archiving and repair stale links.
The problem it solves
Running two practice systems side by side means client details drift apart.
How it works
- Connect Xero Practice Manager and set the sync options.
- Compare and import, add or update clients.
- Merge, archive and repair links as the books are aligned.
What your practice gets
- Client data aligned across both systems.
- Coverage of tax fields visible.
- Stale links repaired.
Questions accountants ask
Can I compare before syncing?
Yes.
Can archived clients sync?
Yes. Archive status can be synced.
Can I run both systems during a migration?
Yes. The sync is designed to keep them aligned.
Related features
Features that work alongside xero practice manager client sync.
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoAutomatic updates from Xero Practice Manager
Changes made in Xero Practice Manager arrive in Fedix regularly, with automatic retries for anything that fails.
Practice subscription billing
Practices subscribe to Fedix through a secure checkout and manage their subscription, estimates and invoices in a billing portal.
Address, ABN and BSB lookup
Address autocomplete, suburb and postcode lookup, ABN lookup and BSB lookup while you enter details.
Bot protection on public forms
Public forms such as intake, upload and booking pages are protected against bots.
Integrations hub
One page to connect Stripe, Xero, Xero Practice Manager, SharePoint, Dropbox, OneDrive, FYI, the ATO and LodgeiT, with connection status for each.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.