Accountants

Protect your Clients financial data and Your reputation with a Xero backup, by Control-C.

As a ‘Xero Partner’, and your clients ‘Financial and Business Advisors’, you should be aware of your client’s obligations in ensuring their data is backed up, and also held within their country.

Many Accountants use Control-C on behalf of their clients as an in-house solution for peace of mind, ensuring data integrity and to meet various local tax law or legal obligations. While others use Control-C as a value-add service, offering incremental revenue and a near data-insurance solution. Some use Control-C for both.

Inevitably, Xero users will ask you what would happen if Xero were to experience an outage for any extended period of time – how would they access their critical financial data. Impossible! The ONLY copy of that data lives in Xero, with Zero backup.

Are there any legal requirements that I should be aware of when storing my financial records in the cloud?

Users of any computing services, whether local or in the cloud, should be aware of their applicable tax legislation obligations when retaining business records in electronic form, held by a third party, off-shore.

Backups are an important part of your business and offer contingency when things go wrong.

Terms of Use

What does Xero have to say about backing up your data as part of their ‘Terms of Use’?

You are responsible for maintaining copies of your data entered into our services.”

To learn more about this topic, please read Xero’s ‘Terms of Use

Why do I need to backup?

Is my data not safe in the cloud?

While your data is safe in “the cloud”, we all know the unforeseen can happen, and we all know we should have a secure copy of our precious data somewhere. Any business advisor would say that it is good business practice. We store your data securely in (New Zealand based) data centres. With Control-c you can download any of your data at any time. You can also have access to any attachments that have been stored in Xero.

With backapp you can then create easy to view reports and easily and quickly search for all sorts items in your Xero data.

You may like to read the other articles in our FAQ’s about backing up Xero and storing financial records in the cloud.

Frequently Asked Questions

Orders

  • How do I cancel or change my order?
    Unfortunately, it’s not possible to make any changes to an order or cancel it once it has been placed. However, you could ask for a refund.
  • How will I know when my order is successful?

    You will receive an email from us after you have setup a payment method – credit card or direct debit, which will then trigger your first payment.

  • What are my payment options?

    We accept all the popular payment methods such as Visa, MasterCard, American Express and Direct Debit (GoCardless).

Refunds and Plan Changes

  • How long does it take to get the Refund?

    Please allow us 3-5 business days for your refund to process. Refund amount will be automatically debited to the same form of payment originally used for purchase.

  • How do I track my Refund?
    To track the status of your refund, kindly refer to your confirmation email that you have received from us.
  • What is your Refund Policy?

    You can ask for a refund within 30 days of your first payment.

Your responsibility as a Trusted Advisor

Legal Requirements

Are there any legal requirements that I should be aware of when storing my financial records in the cloud? Liability: The Terms of Use outline the rights and responsibilities of both Xero and its users. Understanding these terms is essential to protect both the partner and their clients from potential legal issues.

Informed Consent

Xero Partners: Ensure Your Clients’ Informed Consent Now. Informed consent is non-negotiable. It means your clients fully understand the Xero subscription terms, including potential data privacy and security risks, before they commit. This is your responsibility as a trusted advisor.

Duty of Care

Failing to secure informed consent exposes your clients to unnecessary risk and is a direct violation of your duty of care. If you’ve recommended Xero, make absolutely sure your clients are aware of their obligation to back up their data. Non-compliance with Xero’s Terms of Use is a serious matter.

Lead by Example

Lead by example: Thoroughly explain Xero’s terms and conditions in plain language. Provide resources for clients to independently review and understand their obligations. Document your client’s informed consent with a signed agreement. Don’t wait. Protect your clients and your practice. Prioritise informed consent today.

Contact

Main: (+64) 9 520 6397
Mobile: (+64) 21 40 30 33

Level 2, 142 Broadway
Newmarket
Auckland 1023
New Zealand 

Email: sales@control-c.com

 ‘Stay Awesome, Stay Kind’ – Jeff McKeon