Transform your firm with our digital workspace solution: unlock new business opportunities, elevate your client experiences, and significantly reduce your overheads. Our software drives the workflows firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, Microsoft 365 and more.
External link for SuiteFiles
SuiteFiles is cloud-based digital workspace designed to unlock new business opportunities, elevate client experiences, and significantly reduce overheads for professional service firms. You can automatically save client documents and emails into your document management system. This means working with the most up to date material and keeping your team in the loop no matter where they're working from. Share documents with your colleagues to edit in real-time plus share documents with external parties to review. That's convenient, collaborative and secure version control! Populate documents with data from sources like Xero Practice Manager, Karbon and QuickBooks Online then send off for clients to sign. Follow the signing process with notifications to track activity or sit back and watch the signed document automatically file into the right folder.
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SuiteFiles reposted this
I've seen a lot of posts on here lately talking about "Advisory" and what it is. Look it can be different for different firms - but surely the essence is to help your clients build a better business. To do that, you have to be able to ask good questions - or dare I say... coach. Here is a segment of a talk I did 5 years ago about how to use the GROW model to coach your clients. I would love to hear your thoughts on this?
The SuiteFiles elves (a.k.a. our support team) are taking a well-deserved break over the holidays, and while we’ll still be here to help, we’ll be running a little lighter than usual. Between midday Friday, 20 December, and Friday, 3 January, our response times might be a bit slower—but we’ll still be keeping an eye on the inbox to make sure you’re looked after. If you need us during this time, send your questions through to support@suitefiles.com, and we’ll get back to you as soon as possible.
Don’t miss today’s webinar! Join us at 1 PM EST / 10 AM PST to learn how to streamline your contract process with QuickBooks Online and SuiteFiles. 🔗 https://bit.ly/3ZMERgC In just one session, you’ll discover how to: ✔️ Pull contact data from QuickBooks Online into SuiteFiles automatically. ✔️ Create, send, sign, and save contracts—all in one system. ✔️ Collaborate effortlessly with your team to reduce delays. It’s not too late to register—sign up now and we'll see you there! 🚀
2024 was a BIG year, and it’s all thanks to you—our amazing SuiteFiles community! Together, here’s what we accomplished: 22,103 client portals shared 📂 9,698,435 searches made (because finding what you need shouldn’t take ages) 🔍 2,366,186 emails sent directly from SuiteFiles ✉️ 327,876 documents signed ✍️ 1,878,122 bulk folders generated (goodbye manual folder creation!) 📁 136,136 tasks created to keep teams on track ✅ We can’t wait to see what you achieve in 2025. Thanks for making SuiteFiles part of your day-to-day!
SuiteFiles reposted this
Head of Marketing at SuiteFiles | Purpose-driven marketing leader | Product, brand, content, and digital marketing | Tech | B2B
Counting down until the end of the year and need something to do that looks like work? Find out your workplace persona with our SuiteFiles quiz, linked in the comments ⬇️ I’m Over-Achieving Oscar, with the tagline “Who needs a deadline when it's already done?" 😆
What’s your workplace persona? 🐝⏰ Are you a Busy-Bee Brenda or more of a Last-Minute Larry? Take our fun workplace persona quiz to find out what your work style says about you and get a few tips on how SuiteFiles can help you level up your day. It’s quick, it’s fun, and who knows—you might just learn something new about yourself! 👉 https://bit.ly/3VJItPm
SuiteFiles reposted this
The role of the Chief Revenue Officer (CRO) is evolving, and Daniel Rock, the CRO at SuiteFiles, is here to break it all down. In the new #FiredUp! episode we dive into: - The shifting priorities of CROs in today’s business landscape - How to align sales, #marketing, and customer success for growth - Strategies to maximize revenue in a challenging market Whether you’re a #CRO, aspiring leader, or just curious about modern revenue trends, this episode is packed with actionable insights. Listen here or wherever you get your podcasts: https://hubs.li/Q02_tTCw0 #RevenueLeadership #BusinessGrowth
SuiteFiles reposted this
As someone who has sent out a bajillion* proposals/agreements/contracts in the course of my career, it's: a) Either a pain in the posterior b) a Find/Replace lottery (yes we've all sent something with the wrong name on it. Don't lie to me. Santa will know). It doesn't have to be that way. With SuiteFiles, we can be the one. (app that you use.) *rough estimate
Your team has powered through another year—wrangling spreadsheets, hitting deadlines, and keeping clients happy. They deserve better than a last-minute pizza party. 🙅♂️🙅♀️ Think festive dinner outings, surprise gift cards, or an extra day off to recharge. There are way better ways to say “thanks for all the hard work.” We’ve rounded up 10 creative ways to reward your team — no greasy boxes in sight. 🎁❌ 🔗 https://bit.ly/4gEgqsB And hey, if you want next year to run smoother (and keep the stress to a minimum), SuiteFiles can streamline your workflows and help you close out 2025 with less chaos. 🎅✨ #YearEnd #EmployeeRewards #Accountants #OfficeCulture #SuiteFiles
Spending too much time at work on admin tasks, and not enough on your actual job responsibilities? 😩💼 Good news! 🎉 We offer both a FREE trial and a FREE demo so you can experience our features firsthand and see the difference for yourself. 🚀 Our powerful workspace solution will help you take back control of your day ⏳, and gain back precious hours to spend on more productive tasks. 💪✨ 👇 Book your SuiteFiles demo today! https://bit.ly/4gCDMio