Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
You can set up FYI with only Xero Tax.
If you do not have Xero Practice Manager, FYI will only sync your Clients, Users and Tax Returns. It will not sync Jobs or Time.
Xero Tax and Xero Practice Manager use the same login details. While you don’t need to use Xero Practice Manager itself, the XPM app on the Apps tab in Automation is used to set up the integration and sync your tax returns and other relevant information.
Refer to Enabling Xero Tax Integration (Australia and New Zealand Only).
If, at a later date you choose to use Xero Practice Manager, no change will be needed to your FYI platform.