Compilation of client accounts with the XPA ledger
Take all the information from your client’s accounting software and manage the compilation of accounts to prepare the data for compliance reporting and management reports.
Use the master template to standardise reporting
XPA gives you the power to create a master template for financial statements to standardise your outputs to clients. Customisable at the practice or entity level for clients with specific needs. XPA Master templates are updated annually to ensure you’re always up-to-date with the latest compliance regulations.
Go beyond compliance with value add reporting
XPA value-add reporting provides an additional layer of information on top of the usual management reports that can be used to improve clients services and drive advisory services.
Automate data entry into XPA
Import linked ledgers, create the business income worksheet and populate data into your financial statements. You can even utilise SyncDirect to automate client data collection from different accounting software providers and make it available in your XPA general ledger ready for you to compile client accounts.
Build an integrated practice solution tailored to your firm
Take advantage of APS’s powerful suite of software when you link your client’s XPA file to the client record in the central console. This makes it easy to create management reports and well as populating data into your client’s income tax return. You can also benefit from XPA benchmarking and Workpaper Management with a linked XPA file too!
So many reasons to love APS XPA accounting
Advanced client reporting
The most comprehensive compliance and management reporting on the market
Value add management reporting
Leverage your existing data to create a set of management reports that provide additional insights to your clients.
The XPA benchmarking tool in Practice IQ helps you add value to your clients with advisory services.
As a core part of the APS offering, XPA integrates with your PM, Tax, Workpaper Management and more for the ultimate practice solution.
Leverage historical data
XPA handles up to 10 years of transactional history for powerful trend analysis and financial insights.
Secure data & permissions
Client data is protected with advanced security and customisable user permissions to control who sees what.
“The integrated solution from APS not only gives us productivity gains but also allows us visibility on all aspects of our business.”
Matthew Hung – Director at rdl.accountants
Create comprehensive financial statements with XPA
Find out more information or request a demo tailored to your accounting practice needs