Skip to main content

Client collaboration



Our easy-to-read PDF breaks down the most common pitfalls to client collaboration including everything from organizing correspondence to getting signoff on completed work.

To make sure your engagements run smoothly, we’ll look at each client facing workflow in-depth and offer some solutions to make them more efficient.

Fill in this form to receive your guide via email.

Designed to help with

Managing correspondence

Handling your inbox so every interaction is backed with context.

Gathering documentation

Improving file sharing so clients can self service.

Sourcing accurate information

Cutting out copies of files so every document is its own source of truth.

Completing the approval process

Catering to clients by consolidating your apps and automating follow up.

(SuiteFiles) has given us better processes for dealing with documents, allowing us to cut down our non-billable admin work.


STM Accounting

Start your

free trial.

Trial SuiteFiles for free, no commitment, cancel anytime.

Trial Now