What is document management software?

Looking for more accurate data, smoother workflows and easier collaboration in your day-to-day tasks? Implementing a document management system allows you to bring your entire business or practice onto the cloud, so everything you need is accessible at the click of a button. 

Whether you are running a small business or are an accountant helping small businesses, this type of software can help streamline time-consuming tasks, keep you organised and deliver a high level of service to your customers. 

What are the benefits of document management software?

• Control over your files. Manage contracts, legal documents, invoices and more all in one place, with intuitive categorisation and coding options making it easy to find what you need quickly. 

• Improved accuracy. No more manual entry of data or maintaining data in multiple locations. These apps sync to Xero to keep your records up to date and accurate. 

• Easy collaboration. Whether collaborating with members of your team on a document or working with a client to get an invoice signed off, replace tedious emails with efficient communication tools and automated workflows.

What are the typical features of document management software?

• Cloud storage and document management. Keep all of your files in one place, and easily access them on the cloud anywhere, anytime. 

• Workflow automation. Automate repetitive, multi-step processes like invoicing, approving documents and filing emails. 

• Search and sort functionality. Keep your files organised and categorised automatically, so you can quickly search and find what you need.

• Productivity tools. Manage your time and team more easily with features like streamlined and shareable to-do lists, task delegation features and job tracking. Plus, many of these apps integrate with Microsoft Office tools you may already be using. 

How document management software works with Xero

When integrated with Xero, document management apps can bring even more automation to your workflows and organisation to your data. 

Stop manually copy-pasting data across systems and spending time chasing clients for invoices and approvals. Connecting these apps to Xero or Xero Practice Manager makes it easier to: 

• Pull accurate data to auto-fill forms, reports and invoices for your clients

• Set automation rules to help you code documents to jobs, clients or other categories you choose and easily resolve uncategorised transactions in Xero

• Get approvals and sign off from colleagues and clients with automated reminders and easy file sharing

Find your fit

Every document management software integration with Xero can be different. 

To learn more, browse through the document management apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and see ratings and reviews by other Xero users. Want to try an app? You can get started directly from the app listing page in just a few clicks.