Help Your Clients Work Smarter with DTP

Date: 1 May 2025

Your clients rely on you to handle the numbers—but your value goes far beyond balancing the books.

You’re in the perfect position to recommend smart tools that improve how they run their business every day. One of those tools is Did They Pay (DTP).

DTP is a secure add-on for Xero that lets business owners give their staff access to invoicing—without giving them access to everything else. It’s a simple, practical way to streamline operations and reduce risk.

How DTP supports your client’s business:

• Secure Access for Staff
  With DTP, your clients can assign staff to individual client accounts. That means no more shared logins or giving full access to the entire Xero platform. Staff only see what they need. Sensitive financial data stays protected.
• Faster Invoicing
  Staff can create and send invoices directly from the DTP dashboard. These are sent through Xero and logged automatically. It cuts out admin bottlenecks and helps invoices go out on time—essential for better cash flow.
• Better Oversight and Accountability
  Business owners can see exactly who is responsible for which client accounts. This makes it easy to track activity, avoid crossed wires, and build accountability into the process.
• Simple Setup with Your Support
  As their accountant or advisor, you can help clients get set up quickly. The DTP Partner Dashboard allows you to create accounts, assign client access, and even manage billing. You stay in control and can support them through the rollout.

Why it’s good for you too:

• Earn Commission
  Join the DTP Partner Programme and get paid for every client you onboard. You’re helping them run a better business—and getting rewarded for your support.
• Strengthen Your Position as a Trusted Advisor
  Every time you offer a smart, simple tool that improves operations, you build trust. DTP gives you a solution to recommend that delivers clear, everyday value to your clients.

If you want to offer more than just compliance support, DTP gives you a powerful way to add value and stay relevant in your clients' daily business operations.

It’s free to join, easy to implement, and designed to make your clients—and you—more effective.