You're responsible for your clients' financial data. When something goes wrong in Xero—accidental deletions, client errors, or disputes—you need a complete, independent backup. Boxkite automatically saves every client's Xero data to your Dropbox, giving you the safety net every practice needs.
As an accountant, you're the guardian of your clients' financial records. You manage dozens—sometimes hundreds—of Xero organisations, each containing years of transaction history, tax calculations, and compliance documentation. Xero stores this data reliably, but it doesn't protect you from user errors, client disputes, or the need to maintain independent records for professional compliance.
Professional bodies expect you to maintain adequate records. HMRC requires tax records to be kept for 6 years (or longer for certain enquiries). Your professional indemnity insurance may require documented backup procedures. And when a client relationship ends—especially acrimoniously—having your own copy of their data can be invaluable for protecting your practice.
Xero's own data isn't truly "backed up" in the traditional sense. While Xero has disaster recovery, they can't restore data that was legitimately deleted by a user. If your client accidentally deletes transactions, miscodes a year of data, or disputes what was reported, you need an independent record.
Every accountant has stories of data disasters. These scenarios happen regularly—and without backup, recovery can be impossible.
A client with Xero access accidentally deletes or miscodes months of transactions. Without a backup, you're manually reconstructing from bank statements—if you can find them. With Boxkite, you have a complete record of what the data looked like before the error.
A client disputes their year-end figures months after filing. They claim the numbers were different when you presented them. Without historical backups, you have no evidence of what was reported and when. Boxkite's versioned backups prove exactly what was in Xero at any point in time.
A client terminates your services abruptly and removes your Xero access before you can export anything. Your working papers reference Xero data you can no longer access. If you'd been using Boxkite, you'd have copies of everything in your Dropbox.
HMRC opens an enquiry into a client's affairs from 4 years ago. The client has since changed accountants and moved to different software. With Boxkite backups, you have the original Xero records that support your filing.
Your professional obligations extend beyond just doing good work—you need to demonstrate that you've taken reasonable steps to protect client data. Many accountants don't realise that their professional indemnity insurance, regulatory body, and tax authority all have expectations about data retention and backup that Xero alone doesn't satisfy.
Connect all your client Xero organisations to one Boxkite account. Each client's data is backed up to separate, organised folders in your practice Dropbox.
Boxkite checks each Xero organisation hourly and saves changes automatically. No manual exports, no remembering to run backups—it just works.
Combined with Dropbox's version history, you can see what client data looked like at any point in time. Essential for year-end disputes or HMRC enquiries.
Backups go to your practice Dropbox. You own the files, control access, and can retrieve them even if client Xero access is revoked.
Your clients use various apps that feed data into Xero. When that data reaches Xero, Boxkite captures it in your backups:
Boxkite backs up data stored in Xero, including transactions synced from Receipt Bank, AutoEntry, and other apps.
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