You can work across your platforms seamlessly because we collaborate with the best.
You can easily work across both the NowInfinity platform and Xero Practice Manager (XPM). They integrate effortlessly to minimise your time spent on completing related tasks. This means faster updating client records, synchronizing job tasks and saving documents generated in XPM.
Keep one step ahead of compliance and working across your platforms with ease with our partnership with Xero HQ. NowInfinity will add notifications such as lodgement due dates, documents to be signed, data discrepancies and payment discrepancies into your HQ activity feed.
Our integration will streamline the way you add client data to your Class account so that you don’t have to double handle data unnecessarily. Once an SMSF has been established in NowInfinity, you can easily push and link the account to Class.
Sending documentation to signatories is now just a simple click. Easily check the document signatory status, send reminders, view audit trails and securely store them all online. DocuSign, the global standard for digital transactional management, is included in all subscriptions with NowInfinity.
Store your client’s data easily with a number of our integrated cloud storage providers including Dropbox, One Drive, SharePoint and Google Drive.
NowInfinity’s integration with AccountKit automatically sends your ASIC inbox (Annual reviews, Company’s with Debt, Lodgements) into the AccountKit dashboard. This means you have an up-to-date window into CorporateComply. All you need to do is log in when it comes time to action something.
Enjoy easy CRM activity – we’re integrated with a number of CRM providers such as Sugar CRM, Microsoft Dynamics and Salesforce.
ABN & TFN
When you create an entity on NowInfinity we collate all the information and let you push it straight through to SBR in a prefilled form – simply click through to get your ABN & TFN.
NowInfinity’s corporate compliance solution directly links to the Australian Securities and Investment Commission (ASIC). All corporate entities you are the tax agent for are neatly stored within NowInfinity and their status is updated daily.
Setting up a tax structure that needs a bank account? Once your entity has been established within NowInfinity, simply click a button to have your bank account application commence and be sent to your client instantly for finalisation. Getting the account number on the spot means there is one less thing to think about.
How does your firm measure up?
Get a personalised demo of the NowInfinity platform and find out what you’re missing.