Elevate 365

The Problem

G-Suite didn’t sync properly to Outlook, and as accountant and bookkeepers spend their lives in Excel and Word, it made sense to move to a cloud solution that fully integrated with and supported Microsoft 365. It was necessary to have document management that connected to XPM.

How SF Solved it

SuiteFiles and Microsoft 365 combined saved hours, and time is money. The mail merge into a word template alone saves hours. It makes it so easy to create a Letter of Engagement, and now that e-signing is available, SuiteFiles has become an end to end solution. SuiteFiles makes document storage and management easy without killing my brain! There are always new features being implemented and the support team are excellent, incredibly patient and always willing to help.

Thanks to SuiteFiles, I haven't used my printer in well over a year

Before

  • Google Drive syncing to XPM
  • G-suite instead of Microsoft365
  • Constant need to print

After

  • Hours saved through templates
  • Able to sign electronically
  • Continued support and new features

Key Benefits

  • SuiteFiles makes document storage in the cloud easy
  • Saving email straight to the relevant client file ensures communication is centralised
  • Drive means that anyone can access SuiteFiles without the usual learning barriers of moving to the cloud
  • Able to access all documents from within Xero Practice Manager

What's next?

Learn about all our key features with a short walk-through demo video.