Use a storage solution that’s especially for Xero Practice Manager

DocXone is the only specialised accountancy cloud storage solution that offers synchronisation to Xero Practice Manager. 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.

Spend less on IT infrastructure

Migrating your data storage to DocXone eliminates the need to upgrade your IT infrastructure. It also reduces your requirement for IT support (which is why your IT guy might be reluctant to endorse cloud storage!). As you probably know, the subscriptions paid for cloud solutions like DocXone are opex not capex, which is good for the books. DocXone truly is the ultimate document management system for accountants.

Save time, because everything’s easy to find

DocXone’s advanced search feature makes it quick and easy to find the files you’re looking for. 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, because they’ll have more time in every day to focus on client’s needs.

Work smarter and faster

While DocXone has all the features you could wish for and more, it’s surprisingly easy to use. You’ll discover drag and drop convenience, as well as an intuitive user interface that thinks like you do. You can also easily share files with colleagues and clients.

Structure files the way you like

Cloud storage solutions that aren’t specifically designed for accountants offer limited file structuring, making it difficult to store assets logically. DocXone has a rigid filing structure that makes it easy to file every item in the right place.

Avoid version confusion

Every time a user edits a document, a new version is created. This maintains a record of changes made. DocXone maintains the last three versions of any document and admin can roll back to any of the three last saved versions. Only one user is able to edit a document at a time.

Increase storage easily, whenever you need to

Because DocXone is fully integrated with Microsoft Office 365, it uses the secure storage allocation that comes with your 365 license. If you need additional space, simply ask Microsoft for more.

Get Microsoft-level security

Here’s another advantage of integration with MS Office 365 – Microsoft-level security. In Microsoft’s words that means: “a defence-in-depth approach to provide physical, logical, and data layers of security features and operational best practices”. It doesn’t get any better. It’s also possible to back-up DocXone using your own server or hard drives (if you have capacity), but it’s not really necessary.

Save emails, just like you save files

A purpose-built plug-in for DocXone integrates with Microsoft Outlook, so you can save emails you send and receive.

Get access to everything you need anywhere you might be 24/7

Just as you do with Microsoft 365, you can login to DocXone from any internet-enabled device. Everything your security clearance allows you to access (access levels are decided by your DocXone administrator) is available to you, along with your emails. Great for checking on things from home or when you’re travelling.

Provide an appropriate level of access to every team member

DocXone makes it easy to control access to files, so that every member of your team can only access what they need for their work. You can also give clients access to their folders, allowing them to upload essential documents at the end of each financial year.

Get to your latest work quickly

A ‘recent’ page lists everything you’ve been working on recently, including top 20 documents or folders and top 200 individual clients. This page also lets you view and mark favourites; delete, edit and rename documents; download documents; share documents and more.

BENEFITS

Why DocXone?