SuiteFiles

Perfecting cloudbased communication and collaboration with SuiteFiles

Be prepared to collaborate and communicate with your clients completely online...

@SuiteFiles

Jemmah Revell, Marketing Coordinator, SuiteFiles

She began her SuiteFiles journey as an intern in early 2019, jump forward a year and a half and she has graduated University and become our Marketing Coordinator. She is passionate about all things digital marketing and runs our Australia and New Zealand digital campaigns.

Our customers are grateful

to have systems in place that let them both collaborate with clients in-person and online. During the Covid-19 lockdown period, this proved invaluable to their practice and their clients. Many of our customers prefer to create in-person relationships with each of their clients, but love having the ability for their clients to upload and amend documents within SuiteFiles!

Features made for collaboration

Connect lets you create shareable folders with your clients and colleagues. Clients sign in with their Xero, Google, or custom credentials for a client-based view of SuiteFiles. You can move any documents you want them to see into here or remove any documents you want to hide from their view. You can also create documents where they may need to fill in information and create a task for this to be completed.

Our tasks feature is a sub-feature of Connect and this gives you the ability to set tasks for your clients with an easy follow-up process. Receive notifications when a task is completed and chat within the tasks feature to give more information.

Digital Signing with SuiteFiles means once a document is signed, it’s saved directly back to your Emails with clients are client folder. When you request automatically saved back to a signature, clients receive an their client folder to ensure all email asking for them to sign the correspondence is saved which document. They can either login to adds to the ability to go completely Connect or click the link to sign in online - should a practice need to. the browser, reducing the need for more credentials. They simply click Many of our customers choose to the fields you have created and spend some of their week (or their then click done. whole week) working remotely, this is sometimes Completely cloud- quite far from based When faced with the where their clients Covid-19 lockdown, are based. Having When faced with many businesses the ability to work the Covid-19 chose to begin solely online and in lockdown, many businesses chose to their transition to the cloud has given our customers the begin their transition SuiteFiles ability to work remotely to SuiteFiles so they could without struggling to get operate throughout the rest of documents to their clients and the lockdown and be prepared receive any correspondence they for a second, should it arrive. may need. Their transition involved a few conversations with our team and Withers Tsang is a customer of ours a weekend migration to pull their and has staff working remotely from data across. the Cook Islands, remote work can have its challenges, but this also Because of our online training, meant that Withers Tsang were they were able to quickly set their prepared from the get-go. team up for success when using SuiteFiles and teach their clients “Having all of our data in the cloud. the ins and outs of our Connect We were very lucky we did that back feature. Our integration with at the start of 2019. At the time of Microsoft 365 meant their team course, we couldn’t have known were used to the interface, they that we’d be working remotely for could edit Word, PowerPoint, and long stretches of 2020. It has made Excel documents as they always all the difference in keeping our have. practice running as close to normal as possible in this environment.”

SuiteFiles lets you store, manage, and edit all file types in the cloud. Office file types can be created and edited with real-time collaboration. When one or two team members are working remote, it can be useful to have the option of editing a document at the same time as a coworker. SuiteFiles lets you share documents and set tasks within your team. When a business has remote workers, this reduces the number of emails or messages that need to be sent about certain correspondence.

When considering whether remote work is right for your practice and team, it’s important to check out all the technology and features available that can create simple processes for those who are out of office. If you already have a remote worker, or team, reviewing those processes that are creating hardship and checking out the new technology that can create simplified working could ease those typical issues. We’re advocates for improving your app stack wherever you may need, so you can spend less time on manual tasks and more on what matters.

Getting started:

If you’re wanting to give SuiteFiles a go, getting started is easy. Begin by viewing a short demo to learn about each of our features, then book in for a 1-on-1 with our team so you have all your questions answered!

1. View a demo 2. Book a demo 3. Trial 4. Migration 5. Training 6. You’re good to go!

FIND OUT MORE...

Sign up for a demo or free trial: > suitefiles.com

I’ll get my teams hours to you tonight...