Xero Tax Integration

View Tax Return information in the GreatSoft Client View and open the Tax return from Xero.

 

 

 

Xero partners with GreatSoft to unleash the power of cloud accounting for large firms​

Use Xero Tax to prepare, review and lodge tax returns for Individual, partnership, company, trust, SMSF, FBT and Activity statements.

The integration provides firms access to a connected platform and offers productivity and efficiency gains through an integrated ledger, workpaper, tax and practice management system with a single unified view of the client.

GreatSoft fills a gap in the Australian market for a scalable, integrated cloud practice management solution for mid-tier and large firms. It not only manages thousands of clients, jobs and staff but integrates with the Xero Tax and reporting tools and offers an open platform for third-party apps.

GreatSoft and Xero is the smart choice for firms looking to eliminate data silos and avoid having to manage multiple databases in the firm.

Integrated Solution

Open platform that creates a central database and single source of truth.​ Client information stays up to date.

Single Client View

GreatSoft and Xero Tax integration ensures one single integrated client view between the compliance and practice system.

Save Time

Save time by giving staff access to compliance information when they need it without having to enter data in multiple platforms.

Xero Integration

  • Keep clients in Sync so you have one version of the truth
  • Spend less time entering data in multiple platforms or chasing information from clients
  •  Access to a connected platform that combines best in class compliance apps

GreatSoft Client View

  • View Tax Returns from Xero directly in the Client View
  • Create a new Tax Return in Xero directly in the Client View
  • View status of Tax Returns in the Client View

Get started...​

  • Multiple Sync profiles supported
  • Client Sync ensures one version of the truth
  • Single Client View ensures unified information

Move to the cloud with Xero and GreatSoft today

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.