The NowInfinity platform integrates effortlessly with Xero Practice Manager (XPM) so that you can easily work across both platforms and minimise your time spent on completing related tasks. This means, updating client records, synchronizing job tasks and saved documents generated in XPM.
Our partnership with Xero HQ will keep you one step ahead of compliance and working across your platforms with ease. NowInfinity will add notifications such as lodgement due dates, documents to be signed, data discrepancies and payment discrepancies into your HQ activity feed.
Class is the market leading solution for cloud accounting in the SMSF market. 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.
Who needs paperwork! Store your client’s data easily with a number of our integrated cloud storage providers including Dropbox, SharePoint, One Drive and Google Drive.
DocuSign is the global standard for digital transactional management. 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 is included in all subscriptions with NowInfinity.
We’re intergated with a number of CRM providers such as Sugar CRM, Microsoft Dynamics and Salesforce
We like things simple, that’s why on NowInfinity when you create an entity we collate all that information and let you push it straight through to SBR in a prefilled form that simply needs you to click through to get your ABN & TFN.
NowInfinity’s corporate compliance solution directly links to the Australian Securities and Investment Commission. What does this mean? 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, click a button to have your bank account application commenced and sent to your client instantly for finalisation. Getting the account number on the spot means there is one less thing to think about