Perfecting cloudbased communication and collaboration with SuiteFiles
@SuiteFiles
Jemmah Revell, Marketing Coordinator, SuiteFiles She began her SuiteFiles journey as an intern in early 2019, jump forward a year and a half and she has graduated University and become our Marketing Coordinator. She is passionate about all things digital marketing and runs our Australia and New Zealand digital campaigns.
Be prepared to collaborate and communicate with your clients completely online... O
ur customers are grateful to have systems in place that let them both collaborate with clients in-person and online. During the Covid-19 lockdown period, this proved invaluable to their practice and their clients. Many of our customers prefer to create in-person relationships with each of their clients, but love having the ability for their clients to upload and amend documents within SuiteFiles! Features made for collaboration Connect lets you create shareable folders with your clients and colleagues. Clients sign in with their Xero, Google, or custom credentials for a client-based view of SuiteFiles. You can move any documents you want them to see into here or remove any documents you want to hide from their view. You can also create documents where they may need to fill in information and create a task for this to be completed. Our tasks feature is a sub-feature of Connect and this gives you the ability to set tasks for your clients with an easy follow-up process. Receive notifications when a task is completed and chat within the tasks feature to give more information. Digital Signing with SuiteFiles means once a document is signed, 62 / Issue 25
it’s saved directly back to your client folder. When you request a signature, clients receive an email asking for them to sign the document. They can either login to Connect or click the link to sign in the browser, reducing the need for more credentials. They simply click the fields you have created and then click done.
Emails with clients are automatically saved back to their client folder to ensure all correspondence is saved which adds to the ability to go completely online - should a practice need to.
Many of our customers choose to spend some of their week (or their whole week) working remotely, this is sometimes quite far from Completely cloudWhen faced with the where their clients based Covid-19 lockdown, are based. Having the ability to work When faced with many businesses solely online and in the Covid-19 chose to begin the cloud has given lockdown, many their transition to our customers the businesses chose to SuiteFiles ability to work remotely begin their transition without struggling to get to SuiteFiles so they could documents to their clients and operate throughout the rest of receive any correspondence they the lockdown and be prepared may need. for a second, should it arrive. Their transition involved a few Withers Tsang is a customer of ours conversations with our team and and has staff working remotely from a weekend migration to pull their the Cook Islands, remote work can data across. have its challenges, but this also meant that Withers Tsang were Because of our online training, prepared from the get-go. they were able to quickly set their team up for success when using “Having all of our data in the cloud. SuiteFiles and teach their clients We were very lucky we did that back the ins and outs of our Connect at the start of 2019. At the time of feature. Our integration with course, we couldn’t have known Microsoft 365 meant their team that we’d be working remotely for were used to the interface, they long stretches of 2020. It has made could edit Word, PowerPoint, and all the difference in keeping our Excel documents as they always practice running as close to normal have. as possible in this environment.” XU Magazine - the independent magazine for Xero users, by Xero users.
