Xero Practice Manager + StackGo

Run compliance from inside Xero Practice Manager. Checks start from a record and the result lands back on the client.

Practice management System of record Native

Also listed under Accounting

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What Xero Practice Manager is

Xero Practice Manager helps you run your practice smoothly! Manage jobs, track time, invoice clients, and streamline.

Description supplied by Xero Practice Manager.

The trigger

What starts a check from Xero Practice Manager

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Event	What StackGo does	What comes back
A new client is created	Sends the client a verification request	Status on the client record
A job or matter moves to onboarding	Runs identity, then AML screening	Result, risk rating, report link
Client details change	Re-screens and re-assesses risk	Updated status, alert if changed

The write-back

What StackGo puts back on the record

Named fields on the Xero Practice Manager record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have Xero Practice Manager start a check and write nothing back — the result stays in StackGo, behind your login, and Xero Practice Manager is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

Setting it up

A native connector, set up once

Create clients and jobs, and write every result straight back to the client record.

Open an XPM contact
Choose an XPM contact you can test KYC with – e.g. yourself.
Click “Edit”
You’ll find this in the top right of the Contact page.
Start “KYC Command”
You will find this in the custom fields section of the page. Check the “KYC” box, and click “Save”. NOTE: Allow up to 1 HOUR for the IdentityCheck email to be sent.
Track KYC results
The current status and completed KYC report are noted under “KYC Status” and “Verification link” in the custom fields section. You can also create automated Reminders for clients here, and internal Notifications here.