OnboardMe Assist

OnboardMe Assist helps professional services practices fill empty bank and ID verification fields in Xero Practice Manager using data already held in OnboardMe. Connect once from your signed-in OnboardMe account, open a client’s Tax / AU tax details in Xero Practice Manager, then fill empty fields automatically—or with one click. Existing values in Xero are left unchanged. What it does: • Looks up the matching OnboardMe client from the open Xero Practice Manager page • Reads bank and ID verification details from OnboardMe • Writes only into empty Xero fields (bank details, Director ID, and ID verification where available) • Keeps Extension API credentials in session storage only for the current browser session Designed for practices that already use OnboardMe with Xero Practice Manager.