Constantly searching for files, duplicating data across systems, and asking for updated documents — these are classic symptoms of Financial File Frustration. The right fix reduces pressure on your team, increases billable hours, and streamlines client collaboration.
Integrations Info Pack
Our integration partners bring your files and data into SuiteFiles so you can benefit from one source of truth. See a full list of our partners in this info pack including customer testimonials and an overview of how each integration works.
Optimizing Your Accounting Tech Stack
Discover how to optimize your accounting technology stack to improve productivity, minimize downtime, and develop your client relationships.
Make the Next EOFY Better than the Last
Long hours, night shifts, and time away from friends and family can come with the territory during the end of financial year (EOFY). If it was all a bit too much, you’re likely making things harder than they need to be. In this guide we’ll show you how you can better manage the EOFY using some proven strategies our customers have applied.
Automated Email Templates
Writing emails from scratch is time-consuming and may expose you to data entry errors. Win back your time with error-proof email templates!
The Accountant's Guide to Flow State
How can you reach flow state while working in a busy practice and managing everything from admin to complex client work? We’ll show you!
Tips for Becoming a Tech Leader
Join the ranks of tech leaders! Expect advice for choosing the right software to begin your digital transformation, encouraging staff uptake, and improving your business processes.
Pick up quick wins when it comes to organizing emails, tasks and client work as well as some well-being tips for more productive workdays.
Sharing Client Files Securely
To keep your client engagements on track, we’ll break down best practice for gathering and sharing sensitive files. This includes which security features to prioritize, the benefits of using a client portal and options for implementation.
What does awesome client collaboration look like? We’ll take you through common client facing workflows and offer some solutions to make them more efficient.
SuiteFiles Info Pack
Move to the cloud with a document management system that’ll let you hit the ground running. Our easy-to-read info pack will give you the rundown on SuiteFiles’ features and pricing, helping you evaluate our fit with your business.
SuiteFiles x Xero Info Pack
Take a tour through our Xero integration and hear from customers who’ve built beautiful cloud based accounting practices.
SuiteFiles x WorkflowMax Info Pack
Spend less time managing your projects and more time progressing them with WorkflowMax and SuiteFiles! Oversee your projects from the cloud and advance them using automations, digital signing and templates.
Multiple XPM Accounts Guide
Whether your organization’s multiple branches all share clients or you keep them separate, SuiteFiles can connect to all your Xero Practice Manager accounts in a way that complements how you manage your clients.
Digital Signing Laws Guide
Are you up to date with digital signing laws? Our guide will take you through the signing laws of key countries then detail how SuiteFiles’ security covers compliance.
Is SharePoint Right for your Accounting Practice?
What are the differences between OneDrive, OneDrive for Business, and SharePoint? We’ll take you through each product and make sure you’re investing in the right document management solution.
Set a Folder Structure Which Colleagues will Follow
Each individual’s working habits are different and complicate your folder structure no matter how tight your communications are. To prevent rogue folders and files showing up in your directory we’ve developed a 3-step plan based on advice from real accounting practices.
Top Folder Structures
Boost your file management with our definitive guide to folder structures. Take a tour through the most popular folder structures amongst accounting practices then organize your files using our templates.
Spend less time sorting through your inbox! Learn some tips and tricks for working efficiently in Outlook and see how SuiteFiles automates the manual tasks which eat at your productivity.
Move your Practice to the Cloud
Considering a move to the cloud? Hear from a business that’s made the move. When you’re ready, tick through our checklist and be up and running within two weeks.
Top 10 Xero Ecosystem Apps
There are over 1000 apps in the Xero ecosystem but which are the favorites among accountants? We asked our customers for their recommendations and have come up with the top 10!
Engagement Letter Guide
Accelerate your client onboarding process with our engagement letter template. We’ve covered the recommended terms and conditions using advice from SuiteFiles customers now make it your own!