Accountants & Bookkeepers
Xero does not have an external backup solution and emphasises users' responsibility for retaining their data records. Xportmydata fills that crucial gap to ensure the safety and accessibility of your clients' financial data.
In the fast-paced realm of financial management, safeguarding sensitive data is crucial. As an accountant or bookkeeper, your clients trust you with their financial records, and in case of data mishaps, you're the go-to professional to resolve issues. Xportmydata provides a tailored backup solution for Accountants and Bookkeepers, aligning with essential cybersecurity and data protection guidelines to ensure secure and accessible data.
Why Xportmydata is the Right Choice for Your Clients:
Regular Data Backups: In the face of unexpected system failures, ransomware attacks, or natural disasters, our regular data backup service, including CSV import files, acts as your safety net, ensuring no valuable client data is lost.
Secure Cloud Storage: Initially, your clients' data is backed up on our servers in Southeast Australia. We offer options to store the final data in the UK (for EU clients), the USA, or Southeast Australia, per regional compliance needs. Post-backup, easily download their data and transfer it to your preferred storage location and opt to remove it from our servers post-download. Aligning with recommended IT controls for safeguarding client records.
Xero Files and Payroll Add-Ons: Capture all essential data with ease, including uploaded and attached invoices, receipts, bills, manual journals, and cash transactions, alongside your Xero files folder content. For Australian & New Zealand Xero users, our Payroll Add-on ensures your payroll data is safely backed up and readily accessible whenever needed.
Single Download Option: Our Single Download option is a reliable solution for a one-time backup of your Xero data, especially useful during significant transitions like a business closure or change in ownership.
Cybersecurity Compliance: By utilising your Xero login for access, there's no need for additional passwords, leveraging Xero's security measures in adherence to cybersecurity best practices.
Ease of Transition: Getting started is a breeze with Xportmydata. We recommend signing up for a Solo plan, then getting in touch with us. We'll transition you across to our Partner Plan, exclusively designed for Accountants and Bookkeepers, offering our volume discounted pricing for added value.
Leverage Xportmydata
Leverage Xportmydata to not only comply with the cybersecurity guidelines but to also provide an extra layer of assurance to your clients. Your proactive approach towards data security and compliance reflects the professionalism and reliability of your services, fostering enhanced trust and long-term relationships with your clients.
Ready to add value? Sign up for a Solo plan and then get in touch for a smooth transition to our exclusive Partner Plan for Accountants and Bookkeepers with our volume discounted pricing. Contact Us for more details.
Services We Offer
We offer a range of Xero backup plans with add-ons along side our Single Download option.
For more detailed information, click on any of the sections below.
Why use Xportmydata for Xero?
Xero, while powerful, doesn't offer an in-built backup feature and actively recommends users to maintain their own backups. This is where Xportmydata steps in. Seamlessly and swiftly export your Xero data to Excel, with security assured. Additionally, all your attachments—such as bills and receipts—are downloaded as they were uploaded to Xero. We also create Xero-ready CSV import files from your data. We pride ourselves on providing a service that's not only secure but also reliable, granting you full control over your data.
Deletion
Mistakes happen, be it an inadvertent error, a disgruntled employee deleting data, or loss of crucial attachments. The risk is real, but we've got your back.
Cyber Attack
The digital landscape is evolving, increasing cyber threats. Align with cybersecurity standards, safeguard your data, and ensure digital resilience.
Compliance
Many countries' tax regulations require the retention of financial records for specific durations. Effortless compliance by backing up your data, in line with regulations.
Business SOLD
Selling or closing your business? Secure all your Xero data with a single download. Our one-time export has you covered.
Set & Forget
Signing up is a breeze with no new usernames to remember – simply use your Xero login. From there, enjoy automatic weekly backups without lifting a finger.
Import and Export
We create CSV files for Xero-allowed imports and organise your data in Excel. While Xero lacks full restore, our CSV and Excel backups aids a smooth return to normal operations.