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Xreference for accountants

Your clients.One connected workspace.

Bring your team and authorised Xreference clients together.
Select a business to view its Xreference data.

Access by invitation only.

  • Client connectionsAuthorised businesses
  • Team accessYour practice, together
  • Xreference dataView company records
Example workspace ยท Sample data showing tax-return preparation, financial figures and client-change review, with activity statements, financial reports and analyser tabs. This is an illustration, not a working client screen or a lodged return.
How it works

A connection both sides approve.

  1. Business invitation

  2. Practice acceptance

  3. Client connected

The business invites your practice. You review and accept. Access is connected without sharing the business owner's login.

For accounting practices

A dedicated practice workspace, separate from every client station.

xreference.net will operate independently from Xreference HQ and business station databases. Each practice will have its own controlled workspace for the clients it has agreed to work with.

  • One practice can include multiple accountants and staff.
  • New client invitations wait for review before they become active.
  • Connections remain controlled, scoped, and traceable.
Private opening

Invitation-only while we establish the network.

There is no public registration at this stage. Invited accounting practices will receive their access details directly from Protosoft.