Xeppo Overview

Xeppo is an innovative accounting practice management software designed to help accounting firms streamline their operations and enhance client engagement. The platform provides tools for managing workflows, tracking client communications, and organizing documents, ensuring that accountants can deliver high-quality service efficiently. Xeppo allows users to automate routine tasks, such as document requests and follow-ups, freeing up valuable time for more strategic activities. The software’s dashboard offers a centralized view of key performance indicators, helping firms monitor productivity and identify areas for improvement. With integrated client portals, Xeppo enhances communication by allowing clients to securely share documents and track their engagement with the firm. Ideal for accounting firms of all sizes looking to optimize their practice management processes, Xeppo offers a comprehensive solution that supports growth and improves client relationships.

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Contact Details

  • Vendor Name Xeppo
  • Founded
  • Location Australia

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Advertising & Marketing, Architecture & Planning, Construction, Leisure & Travel, Retail, Travel & Tourism

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Xeppo Features

  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow

Xeppo Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • AUD ($) AUD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Xeppo FAQs

Xeppo is an innovative accounting practice management software designed to help accounting firms streamline their operations and enhance client engagement. The platform provides tools for managing workflows, tracking client communications, and organizing documents, ensuring that accountants can deliver high-quality service efficiently. Xeppo allows users to automate routine tasks, such as document requests and follow-ups, freeing up valuable time for more strategic activities. The software’s dashboard offers a centralized view of key performance indicators, helping firms monitor productivity and identify areas for improvement. With integrated client portals, Xeppo enhances communication by allowing clients to securely share documents and track their engagement with the firm. Ideal for accounting firms of all sizes looking to optimize their practice management processes, Xeppo offers a comprehensive solution that supports growth and improves client relationships.

  • No, Xeppo does not offer a free version.

  • Yes, Xeppo offers a free trial.

  • No, Credit Card details are not required for the Xeppo trial.

  • No, Xeppo does not offer an API.

  • Xeppo supports the following languages:
    • English

  • Following are the typical users of the Xeppo:
    • Self-Employed , Small-Business , Midsize-Business