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.
Xero Practice Manager
Connect: Connecting to Xero Practice Manager
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
MYOB Practice Management Comparison Report
Pulling data from MYOB Practice Management into forms
Pushing data created in NowInfinity to MYOB Practice Management
Connect: How to connect to Class
How to share Trust information between NowInfinity and Class
How to share SMSF information between NowInfinity and Class
Connect: AccountKit Login (connect via AccountKit)
Connect: FYI import from NowInfinity
Cloud Services and CRM
Cloud storage and Salesforce
Connect: How to connect to a Cloud Storage or CRM platform
Connect: How to connect a custom DocuSign account
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).
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.