XyloDocs

11/24/2025

Stop chasing clients for documents.
Start automating your entire workflow. 🚀

XyloDocs helps accountants:
✔ Request & collect docs automatically
✔ Allow clients to upload via Email or WhatsApp
✔ Use e-signatures & smart forms
✔ Track payments
✔ Save 5–10 hours every week

👉 Try it today: XyloDocs.com

11/24/2025

11/19/2025

💳 Seamless Payment Processing with Xylodocs
Accept payments via Stripe or Square directly through your client portal — with automatic receipts and real-time tracking.

🚀 How it works:

Connect your Stripe or Square account

Send invoices directly to clients

Automatic receipts and payment tracking

⚡ Why it matters:

Get paid faster

Reduce manual processing

Keep your records organized effortlessly

Make payments simple: https://xylodocs.com/

11/19/2025

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🧩 Public API & Webhooks — Build Anything with Xylodocs

Unlock a powerful developer platform for custom integrations.
Create workflows, connect with your favorite tools, and automate complex processes using our REST API.

🔧 How It Works
• Access the REST API with secure authentication keys
• Use webhooks to get instant alerts for uploads, signatures & more
• Explore full documentation + SDKs for fast development

🚀 Why It Matters
• Integrate with your existing systems
• Build custom automation workflows
• Connect with any platform via API

Start building smarter: https://xylodocs.com/

11/18/2025

🎙️ Automated Voice Calls, Made Simple!
Send appointment reminders, document requests, and updates—clients can respond by voice!
⏱️ Save time, stay personal, and reach clients who prefer phone calls.

💡 All powered by Voxtent, right in XyloDocs.
xylodocs.com/

11/18/2025

📲 SMS Reminders Made Easy!
Send updates & document requests directly from XyloDocs—no app needed.
↔️ Clients can reply instantly, right in the platform.
⚡ 98% open rate vs 20% email!

Make client communication fast, simple, and seamless.

xylodocs.com/

11/17/2025

🖊️ Stop chasing signatures the old way.
With XyloDocs E-Signatures, you can send documents for signing, track progress, and automatically store signed copies — all in one place.

✨ No printing
✨ No scanning
✨ Legally valid e-signing
✨ Instant notifications

Start signing smarter at XyloDocs.com

#️⃣ Hashtags:

11/17/2025

🖊️ Get Documents Signed Instantly with Built-In E-Signatures
from XyloDocs

Stop chasing signatures. With XyloDocs’ integrated E-Signature feature, you can send documents for signing, track their status in real time, and automatically store the signed copies — all in one secure platform.

⚙️ How It Works
1️⃣ Upload your document
2️⃣ Add signature, initials, or date fields
3️⃣ Send to your client
They sign electronically with full legal validity, and the completed, signed document is saved automatically.

💡 Why It Matters
✔️ No more printing, scanning, or emailing back and forth
✔️ Faster turnaround on agreements and forms
✔️ Legally valid signatures with a full audit trail
✔️ A smooth, professional experience for your clients

Speed up your workflow and simplify your client experience with XyloDocs E-Signatures.
Try it at XyloDocs.com ✨

11/17/2025

Introducing Quick Share Links — The Fastest Way to Collect Documents from Clients
from XyloDocs

Need a document from a client right now? Skip the portal setup and password issues. With Quick Share Links, you can generate a temporary, secure upload link that lets clients send documents instantly — no login required.

🔐 What It Does
Generate one-off, auto-expiring upload links. Perfect for:
✔️ New clients
✔️ One-time document requests
✔️ Fast onboarding
✔️ Secure transfers without long-term access

⚙️ How It Works
1️⃣ Click “Create Share Link.”
2️⃣ Choose an expiration time (1 hour → 30 days).
3️⃣ Send it via email, SMS, or WhatsApp.
4️⃣ Client uploads → You get an instant notification.
No account. No friction. Just fast, secure uploading.

💡 Why It Matters
✨ Onboard new clients instantly
✨ Reduce security risks with temporary access
✨ Provide a smoother, more professional client experience

Try it now at XyloDocs.com 🚀