Active + Xero Practice Manager

Streamline client management and eliminate duplicate records with Active’s Xero Practice Manager integration. Sync client details automatically, speed up onboarding, and ensure consistency across your firm.

Keep client data centralised and always up to date.

Reduce admin with automatic client syncing.

Pre-set office, partner, and manager details for every client.

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What is Active + Xero Practice Manager?

Active’s integration with Xero Practice Manager (XPM) ensures that client records remain accurate and consistent across your firm. By syncing client details automatically, firms can avoid duplication, speed up new client setups, and maintain a structured approach to client management—without extra admin work.

How it works

Link XPM to Active

Easily connect Xero Practice Manager to Active and sync your client list instantly.

Sync Client Records

Your entire client database flows automatically into Active, ensuring up-to-date and accurate information.

Pre-Set Key Details

New work is ready to go with office, partner, and manager details already assigned—ensuring consistency across teams.

Why Firms Love Active + XPM

A single source of truth for client records, eliminating duplication and improving efficiency across your firm.

Standardise your way of working
Ensure every client record is structured, accurate, and up to date.

Automated accounting workflows
Reduce manual data entry and speed up client setup.

Scale with flexibility
Keep client records consistent while allowing for firm-specific structures and assignments.

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Trusted by firms large and small

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

Kate Edginton, Director, Hazlewoods

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

Mark Stewart, Partner, Stewart Accounting Services

"Active has significantly sped up our workpapers production and established a standardised way of working that our team truly appreciates. We love how intuitive the product is, and we were particularly impressed with the exceptional support we received throughout the process. Active has become an invaluable tool for our operations!"

Brian Munjanja, Partner, Broadwing Accountancy Services

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

Georgi Rollings, Co-CEO, Starfish Accounting

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

Lars Swann, Managing Partner, The Bean Counters

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Adam Ginns, Managing Partner, Layers

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Ready to take accounting to the cloud?
Get Active.

A cloud-based, automated, collaborative workspace for faster workpapers, accounts, and tax.

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Book demo

Active + Xero Practice Manager

What is Active + Xero Practice Manager?

How it works

Link XPM to Active

Sync Client Records

Pre-Set Key Details

Why Firms Love Active + XPM

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Questions? We have answers…

Ready to take accounting to the cloud?Get Active.

Ready to take accounting to the cloud?
Get Active.