AccountKit is the Toolkit for Accountants. It helps cloud-based practices automate day-to-day compliance and administrative tasks. Bringing together the most important parts of your practice, from a mail register to compliance to document management! Our integration allows you to view your client documents within AccountKit and access all of their additional document features!
ATOmate allows you to automatically process ATO correspondence arriving by both the portal and post, and then choose how to send it to clients. The integration with SuiteFiles allows you to file all client communications, as well as the ATO documents themselves, automatically into SuiteFiles.
SuiteFiles & ATO SmartDocs combine to automate the processing of all the ATO correspondence your practice receive. Fetch, sort, file and send this correspondence automatically!
FuseDocs integrates with SuiteFiles to automatically locate all the files you want to include in your document package and then collates these into a full formatted PDF, complete with branding and bookmarks. Automate your document collation processes with this integration.
GreatSoft is powerful CRM tool for larger Xero accounting firms. It has a range of enterprise level features, deep reporting abilities & handles complex client information. SuiteFiles & GreatSoft allow you to automate your client & document management processes.