Our Customers  Maxim Accounting

Off the server, into the cloud

Moving from an aging terminal server to the cloud and SuiteFiles saw Maxim Accounting improve their efficiency, plus gain a tool that could work with their other applications.

A self-confessed 'raving fan' of SuiteFiles, Scott Norrish is one of three Directors at Maxim Accounting. Based in New South Wales, Australia, the firm has 21 staff, servicing small to medium businesses and self-managed superfunds, primarily around the business advisory space.

When Scott Norrish was invited to join Maxim Accounting after running another practice, he brought more than client files with him. In a meeting, while his associates had old compactors full of client files, Scott was armed with a tablet and a Wi-Fi connection. Immediately he was able to show and send client files from his SuiteFiles site.

"I pulled a file up and emailed it to them on the spot… They just went 'We need that.'"

Moving to the cloud was easy

When Scott came on board, Maxim Accounting were on an aging terminal server and were keen to find a document management system that would be more reliable, plus would work with their other applications.

Scott had already been through the struggle of moving from a server to the cloud.

"The previous firm I was at, we changed over to the whole Xero Modern Practice concept. One of the first things that came out was document management."

After going through a painful transition with another cloud file management provider, Scott took a look at Xero's Modern Practice website and saw that there were only a few document management systems that would let them file documents online and attach it to jobs in WorkflowMax/Xero Practice Manage. One of them was SuiteFiles.

SuiteFiles streamlines business documents

An email and a demo later, Scott was convinced that SuiteFiles was what his practice needed.

"I was attracted to how simple it was, five minutes into the demo, people said, 'Oh, I can use this. I get what's going on.'"

"SuiteFiles has enhanced things that were hard that shouldn't have been. Things as simple as filing emails, it takes two seconds with the SuiteFiles Outlook add-in - the efficiency of what we're doing has increased significantly from the way we used to operate."

Scott is also a fan of Suite's support - "It's second to none in terms of software support, that's for sure."

"I'm a raving fan of SuiteFiles. I'd recommend it to anyone looking to streamline your document management."

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