Calling and SMS built for Xero
Sync your contacts and save call notes to Xero automatically.
Manage compliance with call logs and recordings
Easily log and record client calls for accurate documentation. With call recording and transcription, you’ll have a reliable record for compliance and reference.
Take control with call routing
Ensure every call gets to the right person or team. VXT’s call routing makes it easy to organize incoming calls, so you can focus on delivering first-class service.
Sync your contacts
Simplify your workflow by syncing contacts and automating call notes. With caller ID that displays synced names, you’ll always know who’s calling and have the context you need.
Xero Practice Manager (XPM) is a comprehensive software suite built for accountants and bookkeepers. It's a tool for managing clients and jobs, tracking time, billing and invoicing all built in the cloud. XPM integrates seamlessly with Xero and shares client records with Xero HQ creating a single source of truth.
Our integration with Xero includes:
- Click to call directly from Xero for fast, seamless communication.
- Contact syncing between Xero and VXT keeps client records up to date.
- Call transcriptions to save time and improve accuracy.
- AI call summaries.
- Display caller ID with synced client names for better context during calls.
- Suggestions for saving call transcriptions to relevant clients, making follow-ups easier.
- Mobile and desktop apps for managing calls wherever you work.
Overview
Xero Practice Manager (XPM) is a comprehensive software suite built for accountants and bookkeepers. It's a tool for managing clients and jobs, tracking time, billing and invoicing all built in the cloud. XPM integrates seamlessly with Xero and shares client records with Xero HQ creating a single source of truth.
Our integration with Xero includes:
- Click to call directly from Xero for fast, seamless communication.
- Contact syncing between Xero and VXT keeps client records up to date.
- Call transcriptions to save time and improve accuracy.
- AI call summaries.
- Display caller ID with synced client names for better context during calls.
- Suggestions for saving call transcriptions to relevant clients, making follow-ups easier.
- Mobile and desktop apps for managing calls wherever you work.
How MBS Accountancy used VXT's Karbon integration to connect with their clients faster
Christine Twitchell, Business Administrator at MBS Accountancy in Fresno, California, knows the importance of reliable client communication. At MBS, a team of 15 professionals serves over 300 business clients, focusing on tax work, consulting, and accounting for owners and their companies. As a growing firm, MBS needed a phone system that could handle their high expectations for client service, integrate with their existing system, Karbon, and have the flexibility for remote work. When they discovered VXT’s integration with Karbon, it seemed like the perfect solution.
Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
