Accountants

Why?

Protect your Clients financial data and Your reputation with Xero backup by Control-C.

As a ‘Xero Partner’, and your clients ‘Financial and Business Advisors’, you should be aware of your client’s obligations in ensuring their data is backed up, and held within the country if required.

Many Accountants use Control-C on behalf of their clients as an in-house solution for piece of mind, ensuring data integrity and to meet various local tax law or legal obligations. While others use Control-C as a value-add service, offering incremental revenue and a near data-insurance solution. Some use Control-C for both.

Inevitably, Xero users do ask what would happen if Xero were to go into outage for an extended period or even ceased operations – how would they access their data and records.

Ever found yourself on the Xero Business Community and read,

Is there a way to export all of the data that you have entered into Xero? Not just the chart of accounts, but everything

…only to find similar official replies from Xero:

We don’t completely ignore this from within Xero – there just isn’t a one-click option to export out a copy of all your data.

While some Xero data could be accessed, Xero partners know that the format and the ability to use this data is very limited.

That’s the beauty of Control-C.

Not only does it provide a daily back up of all your client’s Xero data but it allows offline access to view, search, report, and export data as required.

Why do I need backups? Is my data not safe in the cloud?

While your data is safe in “the cloud”, we all know the unforeseen can happen, and we all know we should have a secure copy of our precious data somewhere. Any business advisor would say that it is good business practice. We store your data securely in (New Zealand based) data centres. With Control-c you can download any of your data at any time. You can also have access to any attachments that have been stored in Xero.

With backapp you can then create easy to view reports and easily and quickly search for all sorts items in your Xero data.

You may like to read the other articles in our FAQ’s about backing up Xero and storing financial records in the cloud.

Are there any legal requirements that I should be aware of when storing my financial records in the cloud?

Users of any computing services, whether local or in the cloud, should be aware of their applicable tax legislation obligations when retaining business records in electronic form, held by a third party, off-shore.

Backups are an important part of your business and offer contingency when things go wrong.

What does Xero have to say about backing up your data as part of their ‘Terms of Use’?

To learn more about this topic, please read Xero’s ‘Terms of Use’… https://www.xero.com/nz/about/terms/

Would you like to know more about how you can help to protect your clients Xero data?

Please contact controlc to discuss a tailored plan to suit your client base.  Freecall 0800 102 911 in New Zealand, or +64 21 536831 internationally.