Tuesday, December 16, 2014
Does Xero PM have a document manager incorporated? If Xero PM is all on the cloud, and it does have a document management system this will mean uploading everything on to the cloud - yes? I believe you mentioned your firm was paperless (as is ours) - what does your firm do to store all electronic files?
Cloud Document Manager: At Change Accountants and Advisors we are using (and loving!) “BOX”, which is cloud based and talks to XPM. J
As an R ‘n’ D Lab we have tried almost everything when it comes to Cloud Document Manager. We’ve also received a lot of feedback from others users that SharePoint is a dog.
Why did we choose ‘BOX’ for Document Management?
- It has “native” applications on iPhone, iPad, Android, Windows Phone and Window 8 to simply use it.
- It has “native” links to Xero Practice Manager. It does not need separately built software links.
- It looks and feels like file manager, which means your team will immediately feel comfortable about using it.
- Training is very quick because ‘BOX’ is so easy to use!
- We can guarantee your team will LOVE it, because our Accountants loved it!
Posted by Joe Winston
on Tuesday, December 16, 2014