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XERO Accounting Package

We can facilitate a direct link with the Xero Accounting Software for small businesses. 

Xero provides accounting solutions for our members directly or through their nominated accounting firms on behalf of members.

Through Xero software data can be made available automatically without the need to exchange it manually.

To initiate the set up process, and for full information on what Xero can offer, Members must go directly to Xero at:

Alternatively you can contact our call centre at 13 24 40 for information on how to connect.

The Process

Xero will ask you to fill in an Authority to Disclose form, sign it, and send it back to Xero.

When Xero receives this form they will set up their internal process and then send the Authority to Disclose form to your relevant branch.

We will then independently verify the details supplied to us by Xero and then set up our internal process.

Before we transfer any data to Xero we will call you to verify that the request comes from you and only after the verification is correct will we allow the data download via Xero.

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