Company data
KYC/KYB & AML
Other
Xero Practice Manager is a comprehensive practice management solution designed for accounting and bookkeeping professionals. Uniify's integration streamlines everyday operations, from managing client information to tracking jobs and deadlines, ensuring your practice runs smoothly and efficiently. Create bespoke client journeys, that auto-populates all records to your XPM dashboard.
OUTPUT
Highly Customisable
Integrate with Xero
Auto-populated client records
