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Client Folder Matching

7 May 2024 | 2:30 pm NZT | 12:30 AEST

Live Webinar

We’re excited to dive into a powerful new feature we’ve recently added to enhance your SuiteFiles experience: the Client Matching Tool!

In this session, you’ll learn how to manage your folder and client associations within SuiteFiles, to help you streamline your processes. 

Register now to learn how to use:

  • Manual Matching: You can now manually link any SuiteFiles folder with a client, giving you complete control over the association process.
  • Unique Client IDs: SuiteFiles generates a unique Client ID for each client, ensuring seamless and error-free folder-client correspondence. This feature is especially beneficial for firms managing multiple clients with similar names or multiple accounts for the same client.
  • Flexibility: This tool maintains the existing automatic matching capabilities but adds a layer of customization for those who need it.

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