By putting SuiteFiles in place,Resource Accounting have enjoyed these benefits
Five hours saved per week, per staff member
Improved speed and accuracy through automation
A single, trusted source of client information
“Between the template features and its strong integrations, SuiteFiles saves us an average of five hours per staff member, per week.”
Craig Bruce
Director at Resource Accounting
Problem
Resource Accounting QLD had established a cloud-first practice, but document workflows remained manually intensive. Using Google Drive, manual folder and file prep for each client ate up hours, and nothing was synced with their Xero Practice Manager data. That meant duplication, errors, and slowed turnaround times on key client deliverables.
With a growing team and expanding client base, consistency was becoming a challenge. Every client file needed the same structure, naming conventions, and documentation – without some form of automation, admin hours were piling up and productivity was taking a hit.
Solution
SuiteFiles brought automation into their document lifecycle with templated folder structures, documents, and emails – driven by a two-way integration with Xero Practice Manager. This created one source of truth for client info and financial documents, and dramatically reduced manual setup.
With this setup, each client folder now populates with everything needed automatically. Staff spend far less time on admin and more on engaging clients. The Resource Accounting team says these automations save on average five hours per team member each week – time that adds up quickly.
