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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.

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Automatic sync

Automatically Sync Data

Integrate with XPM and automatically sync client, contact and email relationship data with Virtual Cabinet.
Index documents from intray

Index Documents

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

Document Searches

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

Publish documents via the portal

Publishing Documents

Use XPM client details for Recipient Suggestions in Virtual Cabinet when publishing documents via the Portal.
Virtual Cabinet Is Trusted By Leading Brands World-Wide
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet

Virtual Cabinet + Xero Benefits:

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Ensure Data Integrity
Automatically maintain data integrity between Xero Practice Manager and the Virtual Cabinet database.
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Faster Workflows
Using XPM data in Virtual Cabinet will speed up your indexing, searching and publishing workflows.
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Eliminate Manual Entry
Reduce the need for time consuming, error prone manual data entry using the XPM API synchronisation tool with Virtual Cabinet.
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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.
Collaboration tools, work with total clarity from one place with Virtual Cabinet and GetBusy.

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Advice from a product and industry expert
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For both big and small businesses and firms
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Personalised to your business
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Any questions you have answered
Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Management
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Managment
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management. White logo
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47