By putting SuiteFiles in place,Wise Advice have enjoyed these benefits
Streamlined business practices through features and integrations
Flexibility to work remotely by accessing documents from anywhere
Reliance on paper documents replaced by trusted cloud storage
“SuiteFiles caters to the needs of accountants, so we quickly got a return on investment. The smooth integration with Xero Practice Manager alone makes SuiteFiles stand out from other document management solutions.”
Brad Golchin
Founder at Wise Advice
Problem
Wise Advice was trying to move away from paper and fully embrace the cloud, but finding a document management system that was both reliable and accountant-friendly felt impossible. They experimented with Microsoft 365, but needed something that didn’t just store files – it needed to also bring confidence in security and ease of access. Ultimately, they were stuck with piles of paper-related risk and slow, clumsy filing habits that made day-to-day tasks harder than they needed to be.
Working in this hybrid mess made remote work tricky too. Without a unified system, accessing client documents wasn’t intuitive. Files got misplaced, searches dragged on, and client communication was inefficient. Essentially, they were dealing with the same old hassle – paper clutter, inconsistent filing, and limited flexibility – just wrapped in different tools that didn’t connect.
Solution
Switching to SuiteFiles was a game-changer. Suddenly, they had a paper‑light office that felt far more organized – complete with secure storage and fast file retrieval. Advanced search features meant no more hunting for misplaced files, and the ability to access documents from anywhere brought real peace of mind. Routine tasks sped up, partners and staff could focus on billable work, and the whole workflow felt cleaner and less stressful.
Because SuiteFiles integrates seamlessly with Xero Practice Manager, Wise Advice found setting up client folders, managing documents, and templating standard workflows became super smooth. They quickly saw a return on investment, thanks to built-in folder templates and integrations that simplified how the practice operates daily.
