Continuity for Advisory Firms
Xero Practice Manager Backup
Protect your client data, your workflows, and your firm’s reputation. Xero Practice Manager is the operational core of your advisory firm; holding the jobs, tasks, time entries, documents, notes, and billing. Control-C keeps a complete, reliable copy of this information so you can recover quickly from errors, outages, or unexpected issues.
- Comprehensive backup for every client workflow.
- Encrypted, sovereign storage with unlimited retention.
- Recovery automation wired into your service playbooks.
- Accessible rewind tools and clear visibility into changes since last backup for rapid validation.
What It Does
A complete backup of your practice’s operating heartbeat.
Control-C continuously saves every piece of operational data inside XPM, everything your team relies on to deliver work, manage clients, and stay compliant.
- What this means:
- Every job, task, milestone, and note is preserved exactly as entered.
- Every attachment stays linked to the right client or job.
- Every timesheet or staff update remains recoverable.
- If something changes or goes missing, you still have the original.
- Coverage:
- Clients, contacts, job records, tasks, milestones.
- Time entries, staff records, billing details.
- Attachments, correspondence, job notes.
- History and data Xero’s native exports don’t fully capture.
- The outcome:
- A permanent audit trail for your firm. You gain a trustworthy operational record and the absolute certainty that you can verify every action and timeline if a client or regulator ever asks.
Full Job & Client History
Professional-grade records, automatically ready for review.
To meet professional standards, you need more than just today's numbers. Control-C maintains a day-by-day history of your jobs and clients, so you can show exactly what happened.
- What we preserve:
- Original job definitions and task lists.
- All historical notes and staff comments.
- Prior versions of time entries.
- Attachments and correspondence as they existed then.
- A dated snapshot of each job and client record.
- The outcome:
- Full accountability for your firm, giving you clear evidence of the scope and delivery required to satisfy regulators and protect your reputation in any dispute.
Attachments, Notes & Correspondence
The context behind your work: kept exactly as it was.
XPM is not just data; it’s the narrative behind every engagement. Control-C preserves that context so it can never be lost or overwritten.
- We keep:
- PDFs, spreadsheets, letters, client documents.
- Uploaded emails and meeting notes.
- Staff comments and status updates.
- All attachments tied to their original job or client.
- The outcome:
- No loss of supporting evidence: protecting compliance, professional standards, and client trust.
Role-Aware Protection
Permission-sensitive backups that preserve your access model.
Your staff have different roles, and so does your data. Control-C respects that.
- Backups honour XPM roles and visibility rules; sensitive data stays appropriately restricted.
- Recovery access is controlled and auditable.
- Create temporary auditor access without exposing full practice data.
- Outcome: backup that fits your practice’s control model, not a one-size-fits-all export.
Operational Resilience
Deliver advisory work without interruption.
When XPM is unavailable or compromised, Control-C keeps your workflows moving.
- Secure read-only access during outages.
- Rebuild tasks, milestones, or notes from a specific date.
- Export job data or client lists in open formats.
- Provide auditors with quick, clean evidence packs.
- Support migrations, investigations, and client takeovers.
- Outcome: your practice remains productive, responsive, and compliant, even if XPM has issues.
See your practice’s operational history secured in minutes.
Stream your organisation’s data into Xero Practice Manager Backup and explore job rewind, client history comparisons, and export workflows firsthand.