Automate compliance tasks and streamline your document workflows by connecting CAS 360 and SuiteFiles!
As files are created in CAS 360, they will automatically save to your client folders in SuiteFiles. The result is one source of truth for client info, freeing up the time you’d spend sourcing and sharing documents between the two applications.
ATOmate allows you to process and send out ATO documents collected by post or via tax agent portal. Connecting to SuiteFiles allows you to view, edit, share or sign ATO documents while automatically filing them into your client folders along with relevant correspondence.
Integrate ATO SmartDocs with SuiteFiles to automatically process and file any ATO document your practice receives. This starts with renaming documents according to your conventions and checking estimated amount against assessed. Once your docs are client-ready, you’ll be able to stay compliant with secure file sharing.
AccountKit is a suite of tools designed to consolidate client information and automate day-to-day compliance & administration tasks. The SuiteFiles integration connects your client documents directly to AccountKit’s tools so that you’re able view, output, and link direct to source documents without leaving AccountKit.
FuseDocs integrates with SuiteFiles by automatically locating the files required for your document package then collating them into a fully formatted PDF, complete with branding and bookmarks. For clients, this means all their files are accessible from one source, with minimal user errors and consistent branding & presentation throughout.
Between SuiteFiles & GreatSoft you can streamline your client and document management processes using file templates which pull data directly from your CRM.
CCH Business Fitness practice tools help accountants work smarter from the content suite to the workpapers. When you’re using Wolters Kluwer’s CCH Business Fitness, you can now attach documents directly from SuiteFiles!
APS Accountant’s Workspace brings all of your applications, tools and data together in one place integrating with Microsoft 365 and SuiteFiles to provide rich automation, email filing and document management features.
SuiteFiles keeps document management simple by letting businesses take care of their files, emails and client data all from one cloud-based platform. Join us for a demo here.
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