Blog

Notes from the toolkit

Product news, guides and practice tips for teams running on Xero Practice Manager. For step-by-step instructions, see the user guides.

The XTK panel open beside a client record in Practice Manager, listing that client's folders and documents

Company

10 March 20265 min read

Introducing XTK: the toolkit for Xero Practice Manager

Practice Manager is great at jobs and time — and silent on documents, signatures and client collaboration. XTK adds the missing half, in a panel that opens right inside it.

Read post →

The File from template dialog with every client placeholder already filled in from the client record

Product

8 June 20264 min read

Stop retyping client data: templates that fill themselves

Your practice types each client's name, address and entity details dozens of times a year. XPM already knows all of it — templates should too.

Read post →

The client portal's folder view, where a client downloads what the practice shared and uploads their own files

Practice tips

12 May 20265 min read

Client portals your clients will actually use

Most portals fail at the login screen. The fix isn't more features — it's removing every step between “your accountant needs this” and “done”.

Read post →

A client's Drive folders listed in the XTK Documents tab, one folder per year and work type

Guides

21 April 20266 min read

A sane folder structure for client documents in Google Drive

Shared drives drift into chaos one “final_v2” at a time. A structure that survives busy season has three properties — and you can automate all of them.

Read post →

Signature and date fields being placed on an engagement letter, ready to send for signature

Product

2 April 20264 min read

E-signatures that never leave Practice Manager

Engagement letters shouldn't need a separate tool, a separate login and a separate audit trail. Here's how XTK handles signing from inside the client record.

Read post →

Give Practice Manager its missing half

Install the extension, connect your Drive, and open your first client — your whole practice can be working in context today.

Add to Chrome Add to Firefox

30-day free trial for your whole practice — no credit card required.