Practice API setup
This area lets you configure API and account keys for products integrated with iPracticeHub. The following items appear here:
Practice Manager APIs
Xero Practice Manager (XPM) API settings: Imports practice management data.
MYOB Practice Management API settings: Imports practice management data.
Document Manager APIs
SuiteFiles API settings: Handles document management filing.
FYI API settings: Handles document management filing.
HowNow API settings: Handles document management filing.
HowNowX API settings: Handles document management filing.
myprosperity API settings: Handles document management filing.
ATO & Email APIs
ATO documents API: Retrieves ATO documents normally downloaded from the ATO Communications Portal.
Office365 API: Sends SmartDocs emails from your domain.
ATO SmartDocs consultants configure these integrations with you. Contact the support team before you change an existing integration or set up a new one.
Support email: [email protected]
Launch Control setup
This area lets you add quick‑launch links to practice‑relevant URLs. The Launch Control section appears on the lower half of the dashboard.
Fields and actions include:
Add item: Creates a new Launch Control entry.
Name: The label that appears in Launch Control.
URL: The website link opened by the item.
Order: Positions the item within the list.
Drop your image here (logo upload): Lets you drag and drop an image to assign an icon.
Save: Creates the item.
Edit: Updates an existing entry.
Delete: Removes an entry.