Merge - brings your
client data, personalised letter content and company branding
together for quick and easy letter creation.

Features

Use Your Live Client Data

Search for a client in your Xero Practice Manager or Xero Tax and watch as merge pulls in your live client data

Preventing mistyped details and ensuring efficiency.

Fully Cloud Hosted

Create Letters / edit letter templates / collate PDF's anywhere. No server management. Simply log in and go.

We also connect with 3rd party cloud platforms such as Xero Tax / XPM - Box and Dropbox.

Data Security & Privacy

As an accounting firm ourselves, we understand the imporance of privacy and security. We don't store your client information within our platform and use the latest security measures to make sure your data stays yours.

Rest easy knowing your letters are secure.

Easy Step by Step Wizard

Client Information

Enter your client information - or search and Retrieve your client information directly from your connected Xero Practice Manager / Xero Tax account.

Letter Templates

Choose your letter template from a complete list of pre-built templates, or manage and design your own within the change tech platform.

Preview Merged Letter

Merge intelligently combines your client data with your letter template and your company branding for the perfect, branded letter. (Use your Company Logo, Letterhead and Footer)

Collate

Choose your letter template from a complete list of pre-built templates, or manage and design your own within the change tech platform.

App Pricing

Product included as part of the ChangeGPS Toolkit Subscription

(not included in toolkit-lite)

Find Out More about the ChangeGPS Toolkit Here

*All prices are GST inclusive.

System Requirements:

Mobile device or desktop running either Windows or Mac OSX, with suitable browser installed and internet connectivity.
Requires Xero Tax / Xero Practice Manager for database integration.

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