Ever feel like there must be a better way to manage your admin?
When every day is chock-full of client work to do, keeping up with your essential admin tasks can seem like an unsolvable challenge.
So, how do you get the best of both worlds: client work done promptly and all your admin under control – without working every hour in the day?
In this session, Luke Fairbairn (Account Executive) shows how SuiteFiles automates and simplifies the workflows you rely on, including creating, storing, auto-filing, and retrieving documents and emails; securely communicating with clients; and getting documents signed efficiently. He also talks through the key integrations (with Xero, Karbon, and more) that put your client data and files right where you need them – no more double-handling or copying and pasting required.
Watch now to learn how to:
- Bring all your document management needs into one platform and subscription, including unlimited document signing 📄
- Make your workflows more efficient through smart integrations 💡
- Save hours each week by making a small investment of time now ⚡️