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Description
Fill empty bank and ID verification fields in Xero Practice Manager from OnboardMe. OnboardMe Assist helps professional services practices fill empty bank and ID verification fields in Xero Practice Manager using data already held in OnboardMe. Connect once from your signed-in OnboardMe account, open a client’s Tax / AU tax details in Xero Practice Manager, then fill empty fields automatically—or with one click. Existing values in Xero are left unchanged. What it does: • Looks up the matching OnboardMe client from the open Xero Practice Manager page • Reads bank and ID verification details from OnboardMe • Writes only into empty Xero fields (bank details, Director ID, and ID verification where available) • Keeps Extension API credentials in session storage only for the current browser session Designed for practices that already use OnboardMe with Xero Practice Manager.
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