Xero + Dropbox make collaboration a breeze

Xero Tax and Dropbox Business integrate beautifully to give you a secure online place to store, sync and access key documents, making it easy to collaborate with clients, share files and manage workflow paperlessly – anywhere, any time.

Get Dropbox Business

One online place. A myriad of ways to work more efficiently

Go paperless

Go paperless

View tax returns, letters, agreements, invoices, receipts and other key documents – wherever, whenever.

collaborate

Collaborate with clients

Work with clients on files and get instant notifications when comments or changes are made.

sync folders

Sync folders

Share, rename, delete and sync folders between Xero Tax and Dropbox.

Ready to take client collaboration to the next level?

Dropbox Business makes it easy to access files anywhere at anytime, giving you a secure, seamless and convenient way to share and collaborate in the cloud. Even better, sign up to Dropbox Business today and get the first 30 days free.

Dropbox FAQs

What Xero products integrate with Dropbox?
Dropbox and Dropbox Business integrate with Xero Practice Manager, WorkflowMax and the Australian version of Xero Tax.

What versions of Dropbox are supported?
Xero practice products and WorkflowMax can integrate with Dropbox Basic, Dropbox Plus and Dropbox Business. 

How do I share folders and documents with clients from within Xero Tax?
You can share documents and folders with clients from within the Files tab of Xero Tax or alternatively, you can use Dropbox.com’s powerful UI or Dropbox software installed on your PC, Mac, Mobile or tablet.

How do I sign up?
If you are using Xero Tax, you can sign up for Dropbox Business from the Dropbox section of the Settings screen. If you are using WorkflowMax or Xero Practice Manager, you can sign up here.

How does the integration with Dropbox work?
Please refer to the Xero Help Centre.

Got questions? Contact us xerotax@xero.com