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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.
Automatically maintain data integrity between Xero Practice Manager and the Virtual Cabinet database.
Using XPM data in Virtual Cabinet will speed up your indexing, searching and publishing workflows.
Reduce the need for time consuming, error prone manual data entry using the XPM API synchronisation tool with Virtual Cabinet.
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.
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.
Automatically maintain data integrity between Xero Practice Manager and the Virtual Cabinet database.
Using XPM data in Virtual Cabinet will speed up your indexing, searching and publishing workflows.
Reduce the need for time consuming, error prone manual data entry using the XPM API synchronisation tool with Virtual Cabinet.
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.
