By putting SuiteFiles in place,Suncoast Accounting & Bookkeeping have enjoyed these benefits
Stronger operational resilience
Improved client service and engagement
Streamlined document management
“It’s not just about having a place to store files; it’s about having a robust, integrated system that supports our practice’s operations and growth.”
Liisa Ames
Co-founder at Suncoast Accounting & Bookkeeping
Problem
When Suncoast Accounting started, they were only using OneDrive to manage their client documents – and it just wasn’t cutting it. OneDrive lacked tight integration with their core tools like QuickBooks, and it was difficult to keep things consistent and reliable. The team struggled to lay the groundwork for an organized digital practice. Searching for files became a chore and client communication wasn’t as seamless as they needed ahead of busy tax seasons.
They also found it tricky to get clients into a reliable document system. Adoption was mixed – some clients embraced regular uploads, others stuck to emailing files or avoiding it altogether. This inconsistent behavior slowed Suncoast down and created gaps in their document history, making proactive, ongoing financial updates harder to manage.
Solution
SuiteFiles transformed Suncoast’s workspace into a strong digital system that supported their needs and growth. Switching to a cloud-first platform built specifically for accounting practices made organizing files easier and more structured, delivering stronger integration with QuickBooks and a more unified workflow. Clients could log in via SuiteFiles Connect to securely upload and access documents on their own schedule.
Over time, Suncoast found that SuiteFiles wasn’t just a filing cabinet – it became central to day-to-day operations. Its structured folder setup, intuitive interface, and secure portal helped them streamline client interaction, reduce manual admin, and give clients confidence in the process. SuiteFiles became a core part of their digital strategy, boosting productivity and making them proud of their practice setup.
