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


Xero Practice Manager
Connect: Connecting to Xero Practice Manager
Other Resources:
Resolving the differences from the discrepancy report
Adding entities created on NowInfinity to Xero Practice Manager
Importing data from XPM when creating a document

MYOB Practice Management

Connect: How to Connect to MYOB Practice Management
Other Resources:
MYOB Practice Management Comparison Report
Pulling data from MYOB Practice Management into forms
Pushing data created in NowInfinity to MYOB Practice Management




Class Super
Connect: How to connect to Class
Other Resources:
How to share Trust information between NowInfinity and Class
How to share SMSF information between NowInfinity and Class

Account Kit
Connect: AccountKit Login (connect via AccountKit)

FYI Docs
Connect: FYI import from NowInfinity

Macquarie Bank
Connect: Linking to Macquarie Advisor
Other Resources:
How to set up a Bank Account


Cloud Services and CRM


Cloud storage and Salesforce
Connect: How to connect to a Cloud Storage or CRM platform


Electronic Signing


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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