HOT INTEGRATION

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.

Automatically Sync Data

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

Index Documents

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

Document Searches

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

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

"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners
Seven Investment Management,  investment management business - black and white logo

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.

Ask us anything:

Our industry experts are here to answer your questions
For both big and small businesses and firms
We can evaluate your business pain points and provide a custom solution and pricing to match
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"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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