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Description
Productivity toolkit for Xero Practice Manager XTK adds a document workspace directly inside Xero Practice Manager, so your team can handle client files, templates, e-signatures and client document collection without leaving the client page they're already on. Open any client in Xero Practice Manager and XTK adds a Documents tab beside the ones you already use. From there you get the tools an accounting practice actually needs day to day: DOCUMENT MANAGEMENT • A full file manager for each client, backed by your own Google Drive, OneDrive or SharePoint — you own the storage and the files. • Create, rename, move, copy, delete, upload and favourite files and folders. • Merge PDFs and convert documents to PDF. • Every client's files stay inside that client's own folder, so nothing can be filed against the wrong client. TEMPLATES • Document templates: upload a .docx with placeholders such as [CLIENT:NAME] or [CONTACT:PRIMARY:EMAIL] and generate a ready-to-send document for the client you're looking at, with details filled in from Xero. • Folder templates: build a standard folder structure once and apply it to any client in one click. • Email templates: shared, reusable email drafts your whole practice can pick from when writing to clients. E-SIGNATURES • Send a PDF for signing from the client's own folder — place signature, initial, date, text and checkbox fields, add multiple signers, and set a signing order. • Signers sign from an emailed link with no account and no password. • The signed PDF lands back in the client's folder with a certificate of completion attached; the original file is never altered. DOCUMENT REQUESTS • Ask a client for a specific list of documents ("2024 passport", "bank statements — last 3 months") and track what has come in. • The client uploads through a simple link, with no account to create. Files land straight in the right folder. CLIENT PORTAL • Give a client secure access to specific folders or files, so they can view what you've shared and upload their own documents. • Sharing is a permission, not a copy — files never leave your storage. • Access can be turned off per client or per contact at any time, without deleting anything. NOTIFICATIONS • A notification tray in the extension tells you when a client signs, submits documents, or uploads a file — with optional desktop notifications. REQUIREMENTS XTK requires an OctaByte XTK account (30-day free trial, no card required) and a Xero Practice Manager login. Sign up at https://xtk.octabyte.app. PRIVACY XTK only runs on practicemanager.xero.com and on XTK's own web app. Client details are read in your own authenticated Xero tab and are not stored on our servers — we keep only the link between a client and its storage folder. Your documents stay in your practice's own cloud storage. XTK is an independent product built by OctaByte. It is not affiliated with, endorsed by, or sponsored by Xero Limited.