XTK adds document management, e-signatures, client portals and template automation to XPM — in a panel that opens right inside it, backed by your practice's own Google Drive or OneDrive.
Free trial for your whole practice. Set up in minutes.
XTK rides along with the XPM tab your team already has open — it reads client details live from your authenticated Xero session.
Add XTK to Chrome or Firefox. An XTK launcher appears in XPM's own navigation — nothing else to deploy.
Getting started →Link your practice's Google Drive or OneDrive. XTK creates one tidy folder per client and keeps everything inside it.
Connect your storage →The panel slides in with that client's files, signatures, portal and templates — no tab switching, no copy-pasting names.
Manage client documents →Everything below happens against the client you have open in XPM — files, signatures, portals and templates stay in context.
Browse, upload, rename, move and favourite client files. Merge PDFs and convert DOCX to PDF without leaving the panel — every file lives in the client's own folder in your Google Drive or OneDrive.
Read the guide →Place signature, date and text fields on any client PDF, set the signing order, and send. Recipients sign from a secure link — no account needed.
Read the guide →Invite clients to a secure portal and share files or folders as markers — the originals stay exactly where they are in your Drive.
Read the guide →Ask for records with one upload link and watch each item flip from outstanding to provided as files stream into the client's folder.
Read the guide →Send from a shared practice Gmail or Outlook — or your own — with every message wrapped in your practice's branded shell.
Read the guide →Drop placeholders into .docx documents, emails and folder structures, and XTK fills them from the client's live XPM details — names, addresses, contacts — the moment you generate.
Read the guide →Send DocuSign-style signature requests straight from a client's folder. The finished document lands back in the same folder, certified.
Signature, initials, text, date and checkbox fields — assigned per recipient, with signing order if you need it.
Recipients open a secure tokenized link and sign on an XTK-owned page. No downloads, no accounts, no passwords.
XTK flattens the signed PDF and files it with a Certificate of Completion and a full audit trail of every event.
XTK is a layer over storage you already own and trust — not another silo to migrate into or out of.
XTK connects to your practice's Google Drive or OneDrive and works on your files where they already sit. A download, zip or merge streams bytes through our backend in the moment, but nothing is written to disk or kept in our database — and portal shares are markers, not duplicates.
Every storage call is checked on our server before your provider is called, so it can only act inside the current client's folder. That limit is our own code, not a setting we ask you to trust Google with.
One admin per practice, member management, and an access state that can lock the whole toolkit to read-only in one switch.
No credit card, no feature tiers, no per-seat surprises. Start your trial, put your whole practice on it, and only pay if it earns its keep.
after your trial ends — cancel anytime
In your practice's own Google Drive or OneDrive, in one folder per client. XTK operates on them in place: operations that need a document engine — downloads, zips, PDF merges, generating from a template — stream the bytes through our backend in flight, but nothing is written to disk or kept in our database, and portal shares are markers pointing at your files, not duplicates.
How XTK handles your data →Not for signing or uploading. Signature requests and document requests work through secure one-off links. The client portal is the one surface with a login, for clients you invite to an ongoing document exchange.
Set up the client portal →Chrome and Firefox. Install the extension, open Xero Practice Manager, and the XTK launcher appears in XPM's navigation.
Getting started with XTK →Live from the XPM tab you already have open, using your own authenticated Xero session. XTK doesn't hold a copy of your client database on its servers.
Privacy Policy →Yes. Your practice connects one Drive and one billing subscription; every team member you invite works against the same client folders, templates and portals.
Invite your team →Set-up walkthroughs, the thinking behind the product, and the people building it.
Install the extension, connect your Drive, and open your first client — your whole practice can be working in context today.
30-day free trial for your whole practice — no credit card required.