# OctaByte XTK > XTK is a browser extension (Chrome and Firefox) that adds document > management, e-signatures, client portals, document requests and template > automation to Xero Practice Manager (XPM), in a panel that opens inside > XPM itself. Files stay in the practice's own Google Drive, OneDrive or > SharePoint. One plan at $59 USD/month per practice with a > 30-day free trial. XTK is an independent product and is not > affiliated with or endorsed by Xero Limited. ## Site - [Home](https://xtk.octabyte.io/): what XTK adds to Xero Practice Manager - [Pricing](https://xtk.octabyte.io/pricing): one plan, whole practice, 30-day free trial - [User guides](https://xtk.octabyte.io/guides): index of every step-by-step guide - [Blog](https://xtk.octabyte.io/blog): product news and practice tips - [About](https://xtk.octabyte.io/about): who makes XTK - [Support](https://xtk.octabyte.io/support): how to get help (support@octabyte.io) - [Sitemap](https://xtk.octabyte.io/sitemap): every page on the site, grouped by section ## User guides - [Getting started with XTK — Xero Practice Manager extension](https://xtk.octabyte.io/guides/getting-started-with-xtk): Install the XTK extension in Chrome or Firefox, register your practice account and take your first look at your new tools inside Xero Practice Manager. - [Connect Google Drive, OneDrive or SharePoint to XTK](https://xtk.octabyte.io/guides/connect-document-storage): Connect Google Drive, OneDrive or SharePoint to XTK so each client document in Xero Practice Manager stays in storage your practice owns. A 10-minute Admin job. - [Connect Gmail or Outlook so XTK can send email for you](https://xtk.octabyte.io/guides/connect-your-email): Connect a Gmail or Microsoft mailbox to XTK and send portal invites, document requests and signature emails from your own address in Xero Practice Manager. - [Invite your team to XTK: members, roles and admin transfer](https://xtk.octabyte.io/guides/invite-your-team): Invite team members to XTK from Xero Practice Manager, see what the Admin role controls, transfer Admin to a colleague, and remove or restore members. - [Manage client documents inside Xero Practice Manager](https://xtk.octabyte.io/guides/manage-client-documents): Browse, upload, organise and find client files without leaving Xero Practice Manager — XTK's Documents tab keeps every file in your practice's own storage. - [Bulk file actions: merge PDFs in Xero Practice Manager](https://xtk.octabyte.io/guides/bulk-file-actions): Select multiple files in XTK's Documents tab to move, copy, zip and merge PDFs inside Xero Practice Manager — without downloading anything or leaving XPM. - [Document templates in Xero Practice Manager](https://xtk.octabyte.io/guides/document-templates): Upload a Word template with [CLIENT:NAME]-style placeholders and XTK generates client letters inside Xero Practice Manager, filled from live client details. - [XTK placeholder reference (complete list)](https://xtk.octabyte.io/guides/placeholder-reference): The complete list of XTK placeholders for Xero Practice Manager templates — client, contact, address, date and custom-field tokens, plus [IF] conditions. - [Folder templates: one standard client folder structure](https://xtk.octabyte.io/guides/folder-templates): Set up your practice's standard client folder structure once in XTK and apply it to any client in Xero Practice Manager — [DATE] tokens, no duplicate folders. - [Email templates: write once, reuse for invites and requests](https://xtk.octabyte.io/guides/email-templates): Write reusable email templates once in XTK and pick one when you send a client portal invite or document request from Xero Practice Manager — no retyping. - [Request documents from clients in Xero Practice Manager](https://xtk.octabyte.io/guides/document-requests): Request documents from clients in Xero Practice Manager with one secure link: build a checklist, watch items turn Provided, and chase what's outstanding. - [Send documents for e-signature in Xero Practice Manager](https://xtk.octabyte.io/guides/send-documents-for-signature): Send a PDF for e-signature from Xero Practice Manager: pick documents, add your signers and a signing order, place fields, send, then track every request. - [How clients sign documents online with XTK e-signatures](https://xtk.octabyte.io/guides/esignatures-what-your-client-sees): How clients sign documents online with XTK: the email they get, the no-account signing page, typed or drawn signatures, and the certificate they receive. - [Client portal for accountants: set up and share files](https://xtk.octabyte.io/guides/set-up-client-portal): Set up a client portal for accountants in Xero Practice Manager: enable it per client, invite contacts by email, and share files that never leave your Drive. - [How to use your accountant's client portal](https://xtk.octabyte.io/guides/client-portal-guide-for-clients): How to use your accountant's client portal: accept the invite, sign in, download shared files, upload your own, sign documents and reset your password. - [XTK notifications: the bell, settings and desktop alerts](https://xtk.octabyte.io/guides/notifications): Read the XTK notifications bell in Xero Practice Manager, choose Practice or Mine, switch any of the 13 per-type alerts, and turn on desktop notifications. - [XTK pricing, your trial, and what read-only mode means](https://xtk.octabyte.io/guides/billing-trial-and-subscription): XTK pricing in full: one $59 USD plan for your whole practice, a 30-day free trial with no card, how an Admin upgrades, and exactly what read-only mode blocks. - [Is XTK safe? Xero data privacy and where files live](https://xtk.octabyte.io/guides/how-xtk-handles-your-data): Is XTK safe? Exactly how XTK reads your Xero data, why client files stay in your own Drive, what XTK's servers store, and the two places data leaves them. ## Blog - [Stop retyping client data: templates that fill themselves](https://xtk.octabyte.io/blog/stop-retyping-client-data): 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. - [Client portals your clients will actually use](https://xtk.octabyte.io/blog/client-portals-clients-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”. - [A sane folder structure for client documents in Google Drive](https://xtk.octabyte.io/blog/organise-client-documents-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. - [E-signatures that never leave Practice Manager](https://xtk.octabyte.io/blog/e-signatures-inside-xpm): 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. - [Introducing XTK: the toolkit for Xero Practice Manager](https://xtk.octabyte.io/blog/introducing-xtk): 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. ## Legal - [Privacy Policy](https://xtk.octabyte.io/legal/privacy) - [Terms of Service](https://xtk.octabyte.io/legal/terms) - [Data Processing Addendum](https://xtk.octabyte.io/legal/dpa) - [Sub-processors](https://xtk.octabyte.io/legal/subprocessors) - [Cookies & Tracking](https://xtk.octabyte.io/legal/cookies) - [Refund & Cancellation Policy](https://xtk.octabyte.io/legal/refunds) - [Your Data Rights & Deletion](https://xtk.octabyte.io/legal/data-deletion)