Manually adding client details without XPM or Xero Tax integration

We offer integration but understand not all practices use XPM or XeroTax

Connecting the ChangeGPS platform with your XPM or Xero Tax account will allow you to access and use your existing client and contact details.

If no XPM or Xero Tax is used by your practice, users can easily enter the client's name and contact details manually.

For example: when viewing the Client Details you will note the required client data fields are highlighted in green.

These can be manually added from your own client data source. We do not have the option to create, upload or save a local client database in ChangeGPS as most firms prefer to maintain one source of trust for their client data.