The on-going costs and maintenance which came with working from a server were a constant pain point for our team. Although we invested a lot of time and money into our server, we still found ourselves running into server-crashes and broader issues like not being able to find our files efficiently.
As we began the search for a cloud-based solution, we realised we could save money while addressing some of our security concerns. Namely, the threat of viruses and the risk of our server giving out on us before we were ready.
Once we had refined our search to document management systems compatible with Office 365 and Xero, we set three priorities – security, ease of use and a set up similar to our existing file storage system.
With SuiteFiles we found the perfect fit for our practice.
Navigating through folder structures in SuiteFiles feels familiar and has allowed our team to find and save files just as we’d been doing in our previous system. The only difference is that we now have a standardised way of filing documents and search settings to help us locate files.
We’ve also been stuck into SuiteFiles features, gradually folding them into our day-to-day practices. Being able to set templates has been fantastic for preparing generic documents and we regularly use the Outlook add-in to save emails and ensure they’re accessible across our team.
Since making the jump to SuiteFiles, we have the comfort of knowing our files are being stored securely in the cloud. We’ve also been able to introduce remote working options for staff, giving us greater flexibility across our practice. When Covid hit, we were lucky to have a seamless transition to working from home.