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Topdocs integrates with XPM

Legal document provider Topdocs has announced an end-to-end integration with Xero Practice Manager (XPM) to enable data sharing between the two platforms.

The integration would allow users to have their new companies, trusts and SMSFs automatically created in XPM when the establishment documents are ordered from Topdocs, which it said would reduce administration time.

After the establishment of these structures, users can use the data in their XPM account to order supplemental documents such as changes of trustees or deed updates in the future.

Topdocs director Michael Spakman said: “By providing advisers with the option to automatically have their structure set up in their respective accounting or, in this case, practice management software, we can remove a great deal of time wastage in the industry.”

Topdocs recently announced it was integrating with BGL’s cloud company compliance software, CAS 360, to enable users to have their new companies set up directly in the software when the company is registered with Topdocs.

The firm said it would be demonstrating the software integrations at the SMSF Association National Conference 2018 in Sydney this month.

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