Artificial Intelligence for advice documents
Never has there been an easier or faster way to create incredible professional advice documents of this quality.
Used to instantly communicate client structures and any potential changes
Blueprint allows you to select a client from your linked XPM/Xero Tax account and in seconds, automatically build a client structure diagram based on the relationship and client data that already exists in your connected CRM.
*Blueprint requires a connection to an active Xero Tax / XPM account.
Brings together existing client data with pre-written content for quick letter creation.
Enter basic client data or search your connect CRM to prefill. Then in an easy step-by-step process select a template from your content library and have Merge automatically fill in the dynamic merge fields to personalise your letter. Make any final adjustments in browser, collate and re-arrange any supporting documents and lastly produce your letter and save to your client file in your cloud-based document manager (Box/Dropbox currently supported).
Used to instantly communicate the services your clients are currently using, and display recommended services they should be looking at implementing.
Analyse your Service Plan data at a firm-wide level to investigate your utilisation of all the services your firm offers. Use the firm-wide data to perform a targeted marketing campaign based on clients needs. Service Plan will provide a huge level of insight into the performance of your firm.
We keep our existing apps up to date as well as creating NEW incredible powerful time-saving applications.
We are always looking for ideas from our real, living, breathing in-house accounting R&D firm - Change Accountants & Advisors;
Merge is just one of our easy to use Xero Add-On's. Merge is designed to make document and letter creation easy. Generate from an extensive categorised list of pre-written letter content. Click below to see how fast and easy client communication can beTry it now