Keep all your documents and emails in one safe online place.
DocXone was purpose-built for Xero accountants. It’s a better, smarter repository for Word docs, PDFs, Excel spreadsheets, image files, emails and every other kind of electronic file that comes your way. Quick and easy to use, DocXone is the ultimate document management system.
If you’re a Xero accountant, you’ll save time, money and frustration by becoming a DocXone accountant too. Accountants say DocXone is the best cloud document management system they’ve ever used.
DocXone employs several strategies to ensure careful version control, including keeping a record of changes made.
A purpose-built plug-in for DocXone integrates with Microsoft Outlook, so you can save emails you send and receive.
You can search for text content in the document, client’s name, document type and document date. Your people will love the time-efficiency of DocXone.

Synchronisation with Xero Practice Manager

Built on Microsoft 365

Integration with Outlook

Advanced search features

Strict version control

Drag and drop simplicity

Checking in and Checking out documents

Microsoft-level security

Superior file structuring

Advanced access control

Optional backup to PC or server

Easy document sharing

24/7 access

Reduces IT infrastructure costs