Step 3 - Connect to Integrations

This article will cover the following areas for connecting your existing accounts with our integration partners in Portal Settings.

Note: Only 'Admin' users will be able to access the Portal Settings.

 

Practice Management

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Xero Practice Manager

Connect: Connecting to Xero Practice Manager

Other Resources:

 

GreatSoft

Connect: How to Connect to GreatSoft

Other Resources:

 

 

 

Integrations

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Class Super

Connect: How to connect to Class

Other Resources:

 

Account Kit

Connect: AccountKit Login (connect via AccountKit)

Other Resources: N/A

 

FYI Docs

Connect: FYI import from NowInfinity

Other Resources: N/A

 

Macquarie Bank

Connect: Linking to Macquarie Advisor

Other Resources:

 

 

Cloud Services and CRM

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Cloud storage and Salesforce

Connect: How to connect to a Cloud Storage or CRM platform

Other Resources: N/A

 

 

Electronic Signing

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DocuSign

Connect: How to connect a custom DocuSign account

Other Resources: 

  • All NowInfinity accounts are set up with NowInfinity's free DocuSign account by default. If you prefer, you may connect your custom DocuSign account (subscription paid directly to DocuSign).

 

Next Step

Once you have read this article, if you are an 'Admin' user (access to settings), please see the help article Step 4 - Import Trusts to Trust Register.

 

 

 

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