POPULAR FEATURE

Virtual Cabinet + Xero

Use Xero Practice Manager client data in Virtual Cabinet to save time and manage your documents more easily. Virtual Cabinet customers can activate the integration with Xero Practice Manager by contacting Virtual Cabinet support.

Integrate with XPM and automatically sync client, contact and email relationship data with Virtual Cabinet.

Use XPM data in Virtual Cabinet to index documents from the Intray, Microsoft Office add-ons and Hot Folders.

Use XPM client details as search criteria in Virtual Cabinet e.g. client name, email address and client type (company, trust, partnership).

Use XPM client details for Recipient Suggestions in Virtual Cabinet when publishing documents via the Portal.

Ensure Data Integrity

Automatically maintain data integrity between Xero Practice Manager and the Virtual Cabinet database.

Faster Workflows

Using XPM data in Virtual Cabinet will speed up your indexing, searching and publishing workflows.

Eliminate Manual Entry

Reduce the need for time consuming, error prone manual data entry using the XPM API synchronisation tool with Virtual Cabinet.

Single Source of Truth

Ensure the Virtual Cabinet database is always up-to-date with the latest client data from XPM. Continue to manage your documents in one place.

Advice from a product and industry expert

For both big and small businesses and firms

Personalised to your business

Any questions you have answered

"Ticked All The Boxes At A Great Price Point Suitable To Us."

Partner, P.B. Syddal & Co

"Ticked All The Boxes At A Great Price Point Suitable To Us."

Partner, P.B. Syddal & Co