By putting SuiteFiles in place,Treysta Accounting have enjoyed these benefits
75% reduction in administrative tasks, saving time
Cost-effective solution, delivering substantial value
Increased software stability and system efficiencies
“99% of our team found the transition to SuiteFiles very easy to adapt to, and we were supported the entire time by the incredible Customer Support team.”
Julie McDiarmid
Practice Manager at Treysta Wealth
Problem
When the COVID‑19 pandemic hit, Treysta Accounting needed to shift fast to remote work – but their document system wasn’t ready. Finding the right files was slow, with multiple versions floating around and lots of duplication. Version control became a headache as each edit created a new copy, turning searches into a slog. And their document-signing process? Even worse – download, print, sign, scan, email – it was clunky, slow, and just too manual.
Their team settled on SuiteFiles partly because of a recommendation from Xero – and thankfully, adoption was smooth. Ninety-nine percent of people onboarded easily, supported by a team that really cared. Still, the frustration of their old tools lingered: slow processes and tech that didn’t deliver.
Solution
Making the switch to SuiteFiles changed the game. The built‑in digital signing feature eliminated the dreaded download-print-scan-email routine – now documents go out for signing and come back electronically, cutting admin time by roughly 75%. The team and their clients can sign on the go, which speeds things up hugely.
Their files are now neatly stored in one secure, searchable system that links directly with Xero. Full-text search tools mean finding documents or specific content is almost instant. And migrating years of client history – even scanning in paper files – meant nothing was lost. All those email threads and documents are now organized and accessible. Massive time saver and fewer headaches.
