Index
Sitemap
Every page on this site, in one place.
Main pages
- Home — What XTK adds to Xero Practice Manager.
- Get started — Install the extension and set up your practice.
- Pricing — One price per practice, and what the trial covers.
- User guides — Step-by-step walkthroughs of every feature.
- Blog — Product news and practice tips.
- About — Who builds XTK and why.
- Support — How to get help.
User guides
20 step-by-step guides, grouped by series and in reading order.
Getting started
Documents
- Manage client documents inside Xero Practice Manager
- Bulk file actions: merge PDFs in Xero Practice Manager
- Document templates in Xero Practice Manager
- XTK placeholder reference (complete list)
- Folder templates: one standard client folder structure
- Email templates: write once, reuse for invites and requests
- Job documents in Xero Practice Manager
- Quote documents in Xero Practice Manager
Client-facing
Account & trust
Blog
- How to send documents to clients without email attachments — Guides
- How to build a year-end pack in Xero Practice Manager — Guides
- How to name client files so anyone can find them — Guides
- SharePoint or OneDrive for Xero Practice Manager client files — Guides
- Issued is not agreed: the 2026 engagement letter refresh — Practice tips
- Verified is not filed: seven years of Companies House ID evidence — Practice tips
- The documents are the easy part: what leaving a document system costs — Practice tips
- A pack is not a filing system: the new Xero Workpapers and your documents — Practice tips
- Four collections a year, not one: client documents under MTD for Income Tax — Practice tips
- Busy-season triage: how to order the work when it all arrives at once — Practice tips
- Filing by client isn't enough: job and quote documents in XPM — Guides
- Partner Hub is absorbing Practice Manager. What about your documents? — Practice tips
- How long must accountants keep client records? — Practice tips
- Document management in Xero Practice Manager: four options — Guides
- How to stop chasing clients for documents: a five-step request system — Practice tips
- E-signature legality for accountants, by jurisdiction — Practice tips
- The accounting client onboarding checklist: seven steps — Guides
- Document management for a Xero practice: five options, honestly compared — Practice tips
- Stop retyping client data: templates that fill themselves — Product
- Client portals your clients will actually use — Practice tips
- A sane folder structure for client documents in Google Drive — Guides
- E-signatures that never leave Practice Manager — Product
- Introducing XTK: the toolkit for Xero Practice Manager — Company
Policies
- Privacy Policy
- Terms of Service
- Data Processing Addendum
- Sub-processors
- Cookies & tracking
- Refund & cancellation policy
- Your data rights & deletion
For machines
sitemap.xml lists the same pages for crawlers, and llms.txt summarises the site for language models.
Give Practice Manager its missing half
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