Having used a consultant to implement XPM into our practice, we wanted a document management system that integrated into Xero. Using a combination of the SuiteFiles migration team, their online training and our own internal champions, we put SuiteFiles in action early on during our Covid lockdown.
The best thing about this transition was that there was minimal downtime. The migration itself was done over a weekend. Even working from home, our team picked up the system really quickly. In some ways, it was the perfect time to move to the cloud, while everything was disrupted and remote work was necessary
Our previous software was very expensive, so just by changing systems we saved money. There’s also been time savings through the way we can now work with Xero Practice Manager and Xero Workpapers. The integrated way of working is far more productive (and simpler) than it used to be. We’ve also enjoyed the ability to drag and drop files instead of jumping through the hoops of saving a file to a location and uploading it from there.
Since moving to a user-friendly document management system like SuiteFiles, the whole team at Kendons have been able to pick it up and run with it.
There’s several features that we really rely on. The task management tool has been great for keeping our internal communications within SuiteFiles and making sure we’re working on live documents as opposed to copies. We’re also fond of SuiteFiles’ FuseDocs integration which makes it easy to create document packs for our accounts and tax returns then file them away.
Being able to search easily, create email templates and sign documents digitally have all been great for the business. The ability to create connected folders (or portals) for our clients has also been a welcome addition.