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SuiteFiles Library.

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 prioritise, the benefits of using a client portal and options for implementation.

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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.

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SuiteFiles x Xero Info Pack

Take a tour through our Xero integration and hear from customers who’ve built beautiful cloud based accounting practices.

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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.

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Multiple XPM Accounts Guide

Whether your organisation’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.

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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.

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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.

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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.

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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 organise your files using our templates.

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Inbox Zero

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.

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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.

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Top 10 Xero Ecosystem Apps

There are over 1000 apps in the Xero ecosystem but which are the favourites among accountants? We asked our customers for their recommendations and have come up with the top 10!

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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!

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