LightYear Docs Announces New Integration with Xero Practice Manager

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LightYear Docs, an SMSF document provider, worked with Xero to develop a new integration that seamlessly pulls data from user accounts into documents.

LightYear Docs announced a new integration with Xero Practice Manager this week at Xerocon Sydney.

A new integration pulls data from your XPM account into one of 200 documents on the LightYear Docs platform.

LightYear Docs Director Ashleigh Jaremyn said all new and existing sets can set up the integration today.

“This is thanks to over three months of beta testing with LightYear Docs users taking the time to provide constructive feedback to perfect the integration and data workflows,” said Jaremyn. .

After revamping its platform and brand in 2021, Jaremin said this is the first major release of LightYear Docs, with more planned by the end of 2022.

LightYear Docs is now a Xero certified app and available on the Xero App Store, she added.

This follows the recent release of LightYear Docs’ HR document suite, which incorporates employment contracts, right down to workplace policies, procedures, and retention of employment.

LightYear Docs director Michael Jeffries said We Love Group will soon launch a new customer application. This is a B2B product aimed at accountants and advisors, covering SMSF compliance, commercial law, lending, accounting, employee stock ownership plan outsourcing and more.