Practice tools

Xero are the makers of Beautiful Accounting Software for small to medium businesses. Xero professional advisors in Australia have access to Practice Studio tools that can manage clients, jobs and invoicing as well as workpaper and tax preparation and lodgements software.

NowInfinity integrates with Xero Practice Manager to update client records, synchronise job tasks, as well as save documents and notes that were generated from our platform. We have automated the setup so that it can be done with no interruption to your business.

Ask us how we can also make managing bank feed forms and setup of Xero business editions when registering a new business or company.

DocuSign are the global standard for digital transaction management. Sending is as easy as 1,2,3. Then quickly access and sign documents that require your signature. Check document statuses, send reminders, view audit trails and securely store them online.

We have extended DocuSign’s capabilities to be accessed entirely from within NowInfinity, while providing a friendly experience for your customers in your practices theme colours and embedded logo. We can provide an optional SMS confirmation service and for immediate execution of documents at no additional cost.

If you are already a DocuSign practice then you can easily integrate your existing subscription or pay on demand to provide added speed and convenience to your clients.

Class is the market leading solution to Australia’s largest and fastest growing area of superannuation management – SMSFs, helping hundreds of firms administer tens of thousands of funds quickly and efficiently.

Class has been developing and delivering fully-hosted software as a service (SAAS) solutions for the Australian superannuation
industry since 2009.

NowInfinity manages the setup of SMSF funds along with using fund and beneficiary details to create and execute ongoing SMSF strategies for your clients. Fund management has never been easier with our leading integration

Documents storage

We understand the unique needs of professionals who have chosen to use cloud storage solutions to manage collaboration and
security of their documents.

That’s why we offer seamless integration with Google Drive, DropBox, Box or Microsoft OneDrive to also store documents created from NowInfinity.

You and your team can search and view documents from anywhere, on any device with an internet connection.

Client Relationship Management

Practices who have large or detailed CRM databases to manage client interactions and keep their clients informed with email marketing and automation. Then our SalesForce, Zoho CRM or Sugar CRM integration will offer the flexibility that you require within your practice for your specific set of workflows and client information.

NowInfinity will produce documents using your clients details to complete documents instantly and accurately every time.