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Xero Accounting Custom Connection

Xero Accounting Custom Connection

Last Updated: May 1, 2026

What This Application Does

California Probate and Trust, PC uses a custom Xero accounting integration to streamline our financial management and client billing processes.

Our Xero custom connection:

  • Automates invoice creation for estate planning and trust administration services
  • Synchronizes client billing data with our practice management system
  • Tracks trust accounting and IOLTA compliance
  • Generates financial reports for probate and trust administration matters

Who This Application Is For

This custom Xero integration is used exclusively for:

  • Our law firm: California Probate and Trust, PC
  • Internal accounting: Financial management and client billing
  • Trust accounting: Estate and trust administration financial tracking

This is NOT a service we offer to other businesses or individuals. It is an internal accounting and practice management tool used only by our law firm.

Benefits of Xero Integration

For Our Practice

  • Efficiency: Automated billing reduces manual data entry and errors
  • Compliance: Proper trust accounting for client funds (IOLTA requirements)
  • Transparency: Real-time financial tracking for estate and trust matters
  • Accuracy: Synchronized data between practice management and accounting systems

For Our Clients

  • Professional Invoicing: Clear, detailed invoices for legal services
  • Trust Accounting: Accurate tracking of trust funds and estate assets
  • Transparency: Detailed financial reports for probate and trust administration

Privacy and Data Handling

What Data We Access

Our Xero custom connection accesses only the data necessary for our internal accounting:

  • Client billing information (invoices, payments)
  • Trust account transactions (IOLTA compliance)
  • Estate and trust administration financial data
  • General ledger and financial reporting data

What Data We DO NOT Share

We do NOT share, sell, or transfer:

  • Client financial information to third parties
  • Trust accounting data outside our firm
  • Personal client data beyond what’s necessary for billing

Data Security

All data related to our Xero integration is:

  • Stored securely with industry-standard encryption
  • Accessible only to authorized personnel at California Probate and Trust, PC
  • Used exclusively for internal accounting and client billing
  • Protected by attorney-client privilege where applicable
  • Compliant with California State Bar trust accounting rules

How the Integration Works

  1. Service Completion: Legal services are provided to clients
  2. Time Tracking: Attorney and staff time is logged in our practice management system
  3. Automated Invoicing: Xero integration generates invoices based on time entries and flat fees
  4. Client Billing: Invoices are sent to clients via email
  5. Payment Processing: Payments are recorded and trust accounting is updated
  6. Financial Reporting: Reports are generated for probate court filings and client accountings

Compliance and Transparency

Our Xero custom connection:

  • Complies with Xero’s API Terms of Service
  • Adheres to California State Bar rules on trust accounting
  • Maintains IOLTA compliance for client trust funds
  • Follows data protection and privacy regulations
  • Provides audit trails for financial transactions

Trust Accounting (IOLTA Compliance)

California attorneys are required to maintain client trust accounts (IOLTA) separate from operating accounts. Our Xero integration:

  • Tracks client trust funds separately from firm operating funds
  • Generates monthly trust account reconciliations
  • Provides detailed accounting for probate and trust administration matters
  • Ensures compliance with California Business and Professions Code § 6211

Contact Information

California Probate and Trust, PC
6957 Douglas Blvd.
Granite Bay, CA 95746

Phone: 866-400-0058
Email: dustin@cpt.law
Website: www.cpt.law

Questions About Our Xero Integration?

If you have questions about our Xero custom connection, data handling practices, or billing processes, please contact us at dustin@cpt.law or call 866-400-0058.

For data deletion requests, visit our Data Deletion Instructions page.

For our complete Terms of Service, visit Terms of Service.