When the team at Withers Tsang started the switch to Xero from a hybrid of MYOB AO & AE, they were looking to reduce complexity, ensure greater compliance and have all of their data in the cloud.
Moving across was a relatively simple process, and the time we’ve saved given the current state of the world has been so important to our practice.
Moving to Suite
We had been using a hybrid of MYOB AO & AE for our practice for quite some time, and we were looking to reduce the complexity of our systems and in the process ensure we had greater compliance. We chose Xero as our start point and looked at how we could move all our systems across into the Xero suite of products. It wasn’t a “must have” back at the start of 2019 to have everything in the cloud, but with the power of hindsight, it’s proven invaluable. SuiteFiles & XPM are known to integrate really well with each other, which made the decision that much easier.
Cloud access, obviously during Covid-19 this has been a source of stress for many businesses, we are so thankful to be completely cloud based. Having security settings on every folder so that we can set up specific users per folder for access has also been great. The common login with Office365 saves another set of credentials and makes it easier to get up and running each morning.
Having all of our data in the cloud. We were very lucky we did that back at the start of 2019. At the time of course, we couldn’t have known that we’d be working remotely for long stretches of 2020. It has made all the difference in keeping our practice running as close to normal as possible in this environment. It’s meant we haven’t had to maintain a server or try to arrange access from remote locations, and it has minimized downtime in what is already an incredibly stressful time for businesses. We’ve been able to better support our clients because we’re not scrambling for information, we have regular and continuous access from wherever we are. It has ended up being a definite time and money saver.
- Using a hybrid of MYOB AO & AE
- Complex systems
- Wanting to make the transition to the cloud
- All client data in the cloud
- Access from anywhere
- Integration into XPM is fantastic
- Ended up being a major time and money saver
- Minimized downtime during Covid-19
- The team went through training online, it’s not a complex system to learn